Investment Insights: Comparing Moneywise Inc.'s Holdings in Q4 2022 vs. Q1 2023

Moneywise Inc.'s latest 13F filings reveal critical insights into their fund's holdings as of Q4 2022 and Q1 2023. In this blog post, we will analyze the changes in Moneywise Inc.'s top 50 holdings, highlighting notable increases or decreases in shares and value.

SCHX, SCHM, and SCHA Remain Top Three

Moneywise Inc.'s top three holdings remained unchanged, with SCHX, SCHM, and SCHA taking the first, second, and third spots, respectively. However, all three holdings experienced an increase in shares and value. The top holding, SCHX, saw shares increase by 6% and value by 14%, while SCHM and SCHA had a 5% increase in shares and an 8% increase in value.

New Acquisition: Apple Inc.

Apple Inc. (AAPL) was a new addition to Moneywise Inc's holdings in Q1 2023, with 2493 shares valued at $411,000. The technology giant has been on an upward trend, with its shares increasing by 33.7% since the last quarter.

Pacer Funds Experience Strong Growth

Moneywise Inc.'s holdings in the Pacer Funds, COWZ, and CALF, saw significant growth. COWZ had the highest increase in shares, rising by 16%, while its value increased by 17.8%. Similarly, CALF had a 39.1% increase in shares and a 67% increase in value.

Decrease in Holdings from First Trust Exchange-Traded

Moneywise Inc. decreased its holdings in two First Trust Exchange-Traded Funds: FTCS and FYC. FTCS saw a minimal decrease in shares and value, while FYC experienced a 6.7% decrease in value and a 1% decrease in shares.

Stable Energy Holdings

Moneywise Inc.'s energy holdings had little fluctuation. United Parcel Service, Exxon Mobil Corp, and NextEra Energy maintained stable shares, and their values decreased slightly.

Gold's Value Increases

The value of Moneywise Inc.'s holdings in SPDR Gold Trust (GLD) saw an 8% increase, despite the number of shares remaining the same.

Other Notable Changes

Moneywise Inc. made a new investment in Nushares ETF Trust (NURE) and Nushares ETF Trust (NUDM), while reducing its holdings in SPDR S&P 600 Small Cap ETF (SLY) and First Trust S&P REIT ETF (FRI).

Conclusion

Overall, Moneywise Inc.'s Q4 2022 and Q1 2023 holdings show some interesting changes. Some holdings experienced significant growth, while others saw slight declines. It's essential to stay on top of the latest 13F filings to get an understanding of an investment firm's market strategy.