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  Name: MONEYWISE INC.
  City: FOREST
  State: VA
  Zip: 24551
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $183,981,000
  Total Value Change : $9,841,000
  Securities Held Change : 7
   
All Securities Held : 59
  New Positions : 12
  Closed Positions : 5
  Increased Positions : 10
  Unchanged Positions : 5
  Decreased Positions : 32

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 6 New $117.95 $10,385,000 90,071 5.64% 10,385,000 90,071 0.025    Closed - End Fund - E...
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 13 New $0.00 $3,581,000 78,547 1.95% 3,581,000 78,547 0.003    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 15 New $249.26 $3,148,000 13,129 1.71% 3,148,000 13,129 0.01    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 25 New $50.41 $1,731,000 34,205 0.94% 1,731,000 34,205 0.002    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 33 New $0.00 $873,000 16,043 0.47% 873,000 16,043 0.001    Closed - End Fund - E...
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 34 New $57.22 $872,000 15,025 0.47% 872,000 15,025 0.005    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 40 New $0.00 $460,000 8,771 0.25% 460,000 8,771 0.01    N/A
   (IFRA)1 Year Chart         IFRA Ishares Us Infrastructure Etf 41 New $0.00 $449,000 10,365 0.24% 449,000 10,365 0.012    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 43 New $0.00 $430,000 7,465 0.23% 430,000 7,465 0.001    N/A
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 48 New $0.00 $350,000 3,369 0.19% 350,000 3,369 0    Closed - End Fund - E...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 49 New $151.08 $349,000 2,584 0.19% 349,000 2,584 0.001    Closed - End Fund - E...
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 58 New $87.24 $229,000 2,515 0.12% 229,000 2,515 0.002    Closed - End Fund - E...
      12 Records Found
  1    
Page 1 of 1
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