• 13F History

MONEYWISE, INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 23, 2025
Value $
$189M
Signature - Title
Aryn Sands - Agent
Location
Forest, VA
Summary
This page shows a list of all the recent 13F filings made by MONEYWISE, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MONEYWISE, INC. reported 56 stock holdings with total value $189M as of Q1 2025. Top holdings included SCHX, ITOT, VV, SPY, and IWV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 56 $189M +$17M -$18.1M -$1.11M SCHX, ITOT, VV, SPY, IWV 13F-HR 4/22/2025, 08:26 PM
Q4 2024 51 $199M +$47.6M -$23M +$24.6M SCHX, ITOT, SPY, VV, IWV 13F-HR 1/27/2025, 01:51 PM
Q3 2024 60 $203M +$33.5M -$30.3M +$3.23M SCHX, ITOT, COWZ, SPY, VV 13F-HR 10/21/2024, 03:01 PM
Q2 2024 57 $189M +$28.4M -$21.4M +$7M SCHX, ITOT, COWZ, SCHM, SCHA 13F-HR 7/17/2024, 07:28 PM
Q1 2024 59 $184M +$34.1M -$34M +$27.8K SCHX, SCHM, SCHA, CALF, COWZ 13F-HR 4/22/2024, 10:19 AM
Q4 2023 52 $174M +$10.3M -$11.2M -$889K SCHX, SCHM, SCHA, CALF, COWZ 13F-HR 1/29/2024, 02:24 PM
Q3 2023 50 $159M +$9.86M -$6.43M +$3.43M SCHX, SCHM, SCHA, COWZ, CALF 13F-HR 10/23/2023, 05:12 PM
Q2 2023 49 $161M +$8.53M -$7.64M +$890K SCHX, SCHM, SCHA, COWZ, CALF 13F-HR 7/24/2023, 04:28 PM
Q1 2023 49 $155M +$16.3M -$51.6K +$16.2M SCHX, SCHM, SCHA, COWZ, BNDW 13F-HR 4/21/2023, 01:59 PM
Q4 2022 48 $134M +$17.7M -$13.1M +$4.64M SCHX, SCHM, SCHA, COWZ, BNDW 13F-HR 1/30/2023, 03:49 PM
Q3 2022 48 $123M +$9.27M -$8.82M +$454K SCHX, SCHM, SCHA, FMB, BNDW 13F-HR 11/3/2022, 05:24 PM
Q2 2022 49 $128M +$5.47M -$5.77M -$298K SCHX, SCHM, SCHA, FMB, BNDW 13F-HR 8/1/2022, 06:48 PM
Q1 2022 51 $152M +$36.2M -$3.63M +$32.6M SCHX, SCHA, SCHM, BNDW, FMB 13F-HR 4/19/2022, 05:43 PM
Q4 2021 53 $156M +$7.23M -$13.9M -$6.65M SCHX, SCHA, SCHM, IVV, FMB 13F-HR 1/11/2022, 07:20 PM
Q3 2021 48 $153M +$14.5M -$5.61M +$8.87M SCHX, SCHA, SCHM, IVV, IJR 13F-HR 10/12/2021, 12:41 PM
Q2 2021 51 $147M +$2.48M -$11.9M -$9.38M SCHX, SCHA, SCHM, IVV, IJR 13F-HR 7/22/2021, 03:00 PM
Q1 2021 50 $148M +$2.02M -$3.3M -$1.28M SCHX, SCHA, SCHM, IJR, IJH 13F-HR 4/14/2021, 12:50 PM
Q4 2020 47 $140M +$6.88M -$9.27M -$2.39M SCHX, SCHA, SCHM, IJR, IVV 13F-HR 1/15/2021, 03:46 PM
Q3 2020 42 $125M +$3.11M -$7.69M -$4.58M SCHX, SCHA, SCHM, SPLV, IVV 13F-HR 10/13/2020, 02:14 PM
Q2 2020 42 $124M +$13.3M -$16.7M -$3.4M SCHX, SCHA, SCHM, SPLV, IVV 13F-HR 7/10/2020, 11:54 AM
Q1 2020 40 $113M +$9.27M -$3.79M +$5.49M SCHX, SCHA, SCHM, SPLV, EFAV 13F-HR 4/13/2020, 12:44 PM
Q4 2019 38 $133M +$11.9M -$1.9M +$10M SCHX, SCHA, SCHM, SCHF, SPLV 13F-HR 1/7/2020, 12:45 PM
Q3 2019 39 $124M +$2.81M -$2.03M +$781K SCHX, SCHA, SCHM, SCHF, SCHH 13F-HR 10/23/2019, 05:03 PM
Q2 2019 42 $131M +$15.5M -$4.02M +$11.5M SCHX, SCHA, SCHM, SCHF, SPLV 13F-HR 7/17/2019, 03:07 PM
Q1 2019 37 $116M +$12.8M -$5.53M +$7.31M SCHX, SCHF, SCHM, SCHA, SCHH 13F-HR 4/30/2019, 04:08 PM
Q4 2018 36 $105M +$3.51M -$1.63M +$1.88M SCHX, SCHA, SCHM, SCHF, SCHH 13F-HR 1/29/2019, 02:53 PM
Q3 2018 39 $118M +$2.84M -$5.04M -$2.2M SCHX, SCHA, SCHM, SCHF, SCHH 13F-HR 10/15/2018, 05:28 PM
Q2 2018 39 $117M +$16.6M -$2.47M +$14.1M SCHX, SCHA, SCHF, SCHM, SCHH 13F-HR 7/19/2018, 02:50 PM
Q1 2018 39 $120M +$4.62M -$15.6M -$10.9M SCHX, SCHF, SCHM, SCHA, SCHH 13F-HR 4/17/2018, 05:02 PM
Q4 2017 38 $134M +$5.3M -$1.99M +$3.3M SCHX, SCHM, SCHA, SCHF, SCHH 13F-HR 1/8/2018, 11:14 AM
Q3 2017 38 $127M +$6.23M -$409K +$5.82M SCHX, SCHM, SCHA, SCHF, XMLVXXXX 13F-HR 10/10/2017, 10:20 AM
Q2 2017 38 $117M +$4.83M -$411K +$4.42M SCHX, SCHM, SCHA, SCHF, XMLVXXXX 13F-HR 7/31/2017, 12:14 PM
Q1 2017 33 $110M +$7.78M -$275K +$7.51M SCHX, SCHM, SCHA, SCHF, XMLVXXXX 13F-HR 4/7/2017, 03:13 PM
Q4 2016 32 $101M +$6.78M -$1.81M +$4.97M SCHX, SCHM, SCHA, SCHF, XMLVXXXX 13F-HR 4/7/2017, 02:41 PM
Q3 2016 34 $88.2M SCHM, SCHX, SCHA, SCHF, EFAV 13F-HR 4/6/2017, 05:32 PM