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Aryn Sands

Moneywise, Inc.

Assets Managed
$229.008M
Holdings
82
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-4.74%(2Q avg: 2.01%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneywise, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 82 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 229.008M in assets, with a quarterly growth rate of -4.74% and a 2-quarter average growth rate of 2.01%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -3.96%
7.95%
$18.194M
709,595 shares@ $25.65 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.06%
6.87%
$15.71M
24,157 shares@ $650.35 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 1.91%
6.53%
$14.934M
40,287 shares@ $370.69 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -5.44%
5.95%
$13.609M
45,537 shares@ $298.86 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -18.8%
3.71%
$8.475M
93,611 shares@ $90.54 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -18.36%
3.66%
$8.36M
58,693 shares@ $142.43 avg price
PTL
Inspire 500 Etf
Recent Activity
Decreased -12.86%
3.37%
$7.704M
30,750 shares@ $250.56 avg price
EUSM
Eventide Us Market Etf
Recent Activity
Increased 3.08%
3.18%
$7.265M
277,518 shares@ $26.18 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
New Position
3.06%
$7.003M
73,371 shares@ $95.44 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 189%
3.03%
$6.932M
122,065 shares@ $56.8 avg price

1-10 of 82