Moneywise, Inc. - Q12026 Holdings

Moneywise, Inc. holds 82 stocks with a total portfolio value of $ 229.01M as of Q12026. In Q12026, Moneywise, Inc. added 10 new positions, increased stakes in 28 stocks, reduced 36 holdings, and fully exited 10 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 7.94% of the total portfolio.