Moneywise, Inc. - Q42025 Holdings

Moneywise, Inc. holds 82 stocks with a total portfolio value of $ 240.41M as of Q42025. In Q42025, Moneywise, Inc. added 17 new positions, increased stakes in 27 stocks, reduced 34 holdings, and fully exited 7 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 8.27% of the total portfolio.