Notify me when MONEYWISE, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 82 | $240,409,937 | +$54,045,541 | -$31,530,152 | +$22,515,389 | SCHX, MRSK, SPY, IWV, VV | 13F-HR | 04 Feb 2026, 20:45 |
| Q3 2025 | 72 | $221,055,757 | +$11,360,013 | -$17,208,952 | -$5,848,939 | MRSK, SCHX, SPY, IWV, ITOT | 13F-HR | 23 Oct 2025, 21:24 |
| Q2 2025 | 74 | $213,284,999 | +$71,244,901 | -$63,115,223 | +$8,129,678 | MRSK, SCHX, SPY, IWV, ITOT | 13F-HR | 15 Jul 2025, 20:00 |
| Q1 2025 | 56 | $188,881,207 | +$17,004,000 | -$18,116,867 | -$1,112,867 | SCHX, ITOT, VV, SPY, IWV | 13F-HR | 22 Apr 2025, 20:26 |
| Q4 2024 | 51 | $199,450,874 | +$47,635,280 | -$23,033,010 | +$24,602,270 | SCHX, ITOT, SPY, VV, IWV | 13F-HR | 27 Jan 2025, 13:51 |
| Q3 2024 | 60 | $203,289,325 | +$33,545,835 | -$30,311,433 | +$3,234,402 | SCHX, ITOT, COWZ, SPY, VV | 13F-HR | 21 Oct 2024, 15:01 |
| Q2 2024 | 57 | $188,863,174 | +$28,406,801 | -$21,402,852 | +$7,003,949 | SCHX, ITOT, COWZ, SCHM, SCHA | 13F-HR | 17 Jul 2024, 19:28 |
| Q1 2024 | 59 | $183,980,412 | +$34,051,704 | -$34,023,909 | +$27,795 | SCHX, SCHM, SCHA, CALF, COWZ | 13F-HR | 22 Apr 2024, 10:19 |
| Q4 2023 | 52 | $174,139,891 | +$10,340,201 | -$11,229,631 | -$889,430 | SCHX, SCHM, SCHA, CALF, COWZ | 13F-HR | 29 Jan 2024, 14:24 |
| Q3 2023 | 50 | $159,440,898 | +$9,862,948 | -$6,643,553 | +$3,219,395 | SCHX, SCHM, SCHA, COWZ, CALF | 13F-HR | 23 Oct 2023, 17:12 |
| Q2 2023 | 49 | $161,273,135 | +$8,526,697 | -$8,111,365 | +$415,332 | SCHX, SCHM, SCHA, COWZ, CALF | 13F-HR | 24 Jul 2023, 16:28 |
| Q1 2023 | 49 | $154,629,541 | +$16,251,553 | -$614,502 | +$15,637,051 | SCHX, SCHM, SCHA, COWZ, BNDW | 13F-HR | 21 Apr 2023, 13:59 |
| Q4 2022 | 48 | $133,705,304 | +$17,694,665 | -$14,630,896 | +$3,063,769 | SCHX, SCHM, SCHA, COWZ, BNDW | 13F-HR | 30 Jan 2023, 16:49 |
| Q3 2022 | 48 | $122,548,000 | +$9,272,788 | -$9,458,068 | -$185,280 | SCHX, SCHM, SCHA, FMB, BNDW | 13F-HR | 03 Nov 2022, 17:24 |
| Q2 2022 | 49 | $128,308,000 | +$5,469,233 | -$7,664,750 | -$2,195,517 | SCHX, SCHM, SCHA, FMB, BNDW | 13F-HR | 01 Aug 2022, 18:48 |
| Q1 2022 | 51 | $151,823,000 | +$36,189,681 | -$4,326,867 | +$31,862,814 | SCHX, SCHA, SCHM, BNDW, FMB | 13F-HR | 19 Apr 2022, 17:43 |
| Q4 2021 | 53 | $155,645,000 | +$7,226,151 | -$13,878,308 | -$6,652,157 | SCHX, SCHA, SCHM, IVV, FMB | 13F-HR | 11 Jan 2022, 20:20 |
| Q3 2021 | 48 | $153,297,000 | +$14,482,778 | -$5,608,469 | +$8,874,309 | SCHX, SCHA, SCHM, IVV, IJR | 13F-HR | 12 Oct 2021, 12:41 |
| Q2 2021 | 51 | $146,525,000 | +$2,480,852 | -$11,857,657 | -$9,376,805 | SCHX, SCHA, SCHM, IVV, IJR | 13F-HR | 22 Jul 2021, 15:00 |
| Q1 2021 | 50 | $148,273,000 | +$2,015,816 | -$3,300,564 | -$1,284,748 | SCHX, SCHA, SCHM, IJR, IJH | 13F-HR | 14 Apr 2021, 12:50 |
| Q4 2020 | 47 | $139,840,000 | +$6,877,755 | -$10,221,854 | -$3,344,099 | SCHX, SCHA, SCHM, IJR, IVV | 13F-HR | 15 Jan 2021, 16:46 |
| Q3 2020 | 42 | $125,967,000 | +$3,111,017 | -$7,707,818 | -$4,596,801 | SCHX, SCHA, SCHM, SPLV, IVV | 13F-HR | 13 Oct 2020, 14:14 |
| Q2 2020 | 42 | $124,804,000 | +$13,452,173 | -$17,670,272 | -$4,218,099 | SCHX, SCHA, SCHM, SPLV, IVV | 13F-HR | 10 Jul 2020, 11:54 |
| Q1 2020 | 40 | $113,631,000 | +$10,012,927 | -$5,213,529 | +$4,799,398 | SCHX, SCHA, SCHM, SPLV, EFAV | 13F-HR | 13 Apr 2020, 12:44 |
| Q4 2019 | 39 | $132,659,000 | +$11,921,186 | -$2,880,080 | +$9,041,106 | SCHX, SCHA, SCHM, SCHF, SPLV | 13F-HR | 07 Jan 2020, 13:45 |
| Q3 2019 | 39 | $123,861,000 | +$2,809,028 | -$10,773,958 | -$7,964,930 | SCHX, SCHA, SCHM, SCHF, SCHH | 13F-HR | 23 Oct 2019, 17:03 |
| Q2 2019 | 42 | $130,997,000 | +$15,538,003 | -$8,029,010 | +$7,508,993 | SCHX, SCHA, SCHM, SCHF, SPLV | 13F-HR | 17 Jul 2019, 15:07 |
| Q1 2019 | 38 | $116,245,000 | +$12,845,688 | -$9,344,079 | +$3,501,609 | SCHX, SCHF, SCHM, SCHA, SCHH | 13F-HR | 30 Apr 2019, 16:08 |
| Q4 2018 | 36 | $105,428,000 | +$3,512,212 | -$2,424,208 | +$1,088,004 | SCHX, SCHA, SCHM, SCHF, SCHH | 13F-HR | 29 Jan 2019, 15:53 |
| Q3 2018 | 39 | $118,194,000 | +$2,843,639 | -$5,042,469 | -$2,198,830 | SCHX, SCHA, SCHM, SCHF, SCHH | 13F-HR | 15 Oct 2018, 17:28 |
| Q2 2018 | 39 | $116,885,000 | +$16,573,648 | -$22,352,361 | -$5,778,713 | SCHX, SCHA, SCHF, SCHM, SCHH | 13F-HR | 19 Jul 2018, 14:50 |
| Q1 2018 | 39 | $120,473,000 | +$4,619,004 | -$15,766,385 | -$11,147,381 | SCHX, SCHF, SCHM, SCHA, SCHH | 13F-HR | 17 Apr 2018, 17:02 |
| Q4 2017 | 38 | $133,658,000 | +$5,296,824 | -$2,649,267 | +$2,647,557 | SCHX, SCHM, SCHA, SCHF, SCHH | 13F-HR | 08 Jan 2018, 12:14 |
| Q3 2017 | 38 | $126,537,000 | +$6,226,617 | -$992,667 | +$5,233,950 | SCHX, SCHM, SCHA, SCHF, XMLV | 13F-HR | 10 Oct 2017, 10:20 |
| Q2 2017 | 38 | $117,415,000 | +$4,827,933 | -$411,359 | +$4,416,574 | SCHX, SCHM, SCHA, SCHF, XMLV | 13F-HR | 31 Jul 2017, 12:14 |
| Q1 2017 | 33 | $110,392,000 | +$7,781,545 | -$275,110 | +$7,506,435 | SCHX, SCHM, SCHA, SCHF, XMLV | 13F-HR | 07 Apr 2017, 15:13 |
| Q4 2016 | 32 | $100,839,000 | +$6,782,897 | -$2,547,949 | +$4,234,948 | SCHX, SCHM, SCHA, SCHF, XMLV | 13F-HR | 07 Apr 2017, 14:41 |
| Q3 2016 | 34 | $94,557,000 | $0 | $0 | $0 | SCHM, SCHX, SCHA, SCHF, EFAV | 13F-HR | 06 Apr 2017, 17:32 |