Moneywise, Inc. - Q22026 Holdings

Moneywise, Inc. holds 86 stocks with a total portfolio value of $ 268.06M as of Q22026. In Q22026, Moneywise, Inc. added 7 new positions, increased stakes in 40 stocks, reduced 33 holdings, and fully exited 3 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 7.82% of the total portfolio.