Long-term investor
Moneywise, Inc. @moneywiseinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001703080).
Record
- Tracked since 2025-06-30 (434 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +11.9% · 6 months +8.1% · 1 year +15.3% · all +15.3%
- Max drawdown -3.5% · Sharpe 0.72 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 7.8% · long · since 2025-06-30
- ITOT · 6.5% · long · since 2025-06-30
- SPY · 6.5% · long · since 2025-06-30
- IWV · 6.2% · long · since 2025-06-30
- VV · 5.7% · long · since 2025-06-30
- PTL · 4.8% · long · since 2025-06-30
- ESUM · 3.3% · long · since 2025-06-30
- IWN · 3.3% · long · since 2026-03-31
- EEM · 3.2% · long · since 2025-06-30
- IEFA · 3.0% · long · since 2025-06-30
- IWM · 2.9% · long · since 2025-12-31
- VTV · 2.6% · long · since 2026-06-30