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Home > Institutional Investor > Moneywise, Inc. > Profile

Instuitional Investor - Moneywise, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Moneywise, Inc.
Portfolio Value	$221,055,757

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Northern Lights Fd Tr		604,818	$21,549,650	9.75%
2.	Schwab Strategic Trust	FNDF	799,390	$21,055,933	9.53%
3.	Spdr S & P 500 Etf Trust	SPY	25,581	$17,041,483	7.71%
4.	Ishares Trust	IEF	38,649	$14,645,691	6.63%
5.	Ishares Trust	IEF	95,524	$13,913,097	6.29%