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Aryn Sands

Moneywise, Inc.

Assets Managed
$268.057M
Holdings
86
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
17.06%(2Q avg: 6.16%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneywise, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Moneywise, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 268.057M in assets, with a quarterly growth rate of 17.06% and a 2-quarter average growth rate of 6.16%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.43%
7.83%
$20.972M
712,622 shares@ $29.43 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 81.38%
6.53%
$17.487M
106,454 shares@ $164.27 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.64%
6.49%
$17.382M
23,276 shares@ $746.79 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -3.16%
6.21%
$16.634M
39,011 shares@ $426.41 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -1.99%
5.73%
$15.348M
44,629 shares@ $343.92 avg price
PTL
Inspire 500 Etf
Recent Activity
Increased 45.9%
4.79%
$12.835M
44,863 shares@ $286.1 avg price
EUSM
Eventide Us Market Etf
Recent Activity
Increased 4.8%
3.33%
$8.909M
290,812 shares@ $30.64 avg price
IWN
Ishares Russell 2000 Value E
Recent Activity
Increased 10.98%
3.32%
$8.875M
40,123 shares@ $221.21 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 4.28%
3.25%
$8.708M
127,286 shares@ $68.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -10.68%
3.02%
$8.075M
83,608 shares@ $96.58 avg price

1-10 of 86