0001754960-20-000067.txt : 20201013 0001754960-20-000067.hdr.sgml : 20201013 20201013141414 ACCESSION NUMBER: 0001754960-20-000067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201013 DATE AS OF CHANGE: 20201013 EFFECTIVENESS DATE: 20201013 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONEYWISE, INC. CENTRAL INDEX KEY: 0001703080 IRS NUMBER: 541506612 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18003 FILM NUMBER: 201235896 BUSINESS ADDRESS: STREET 1: 1563 CROSSINGS CENTRE DR STE 100 CITY: FOREST STATE: VA ZIP: 24551 BUSINESS PHONE: 4343169356 MAIL ADDRESS: STREET 1: 1563 CROSSINGS CENTRE DR STE 100 CITY: FOREST STATE: VA ZIP: 24551 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001703080 XXXXXXXX 09-30-2020 09-30-2020 MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100 FOREST VA 24551

13F HOLDINGS REPORT 028-18003 N File13f.com 877-588-2679 Aryn Sands Reno NV 10-13-2020 0 42 125967 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100424 3662 SH SOLE 0 0 3662 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042707 42786 SH SOLE 0 0 42786 FIRST TR EXCH TRD ALPHDX FDSML CP GRW ALP33737M3003388 71683 SH SOLE 0 0 71683 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1083927 70627 SH SOLE 0 0 70627 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P6081073 18956 SH SOLE 0 0 18956 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P8711007 35150 SH SOLE 0 0 35150 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2002194 42451 SH SOLE 0 0 42451 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8051470 26720 SH SOLE 0 0 26720 GREIF INCCL A397624107353 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1982954 70904 SH SOLE 0 0 70904 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3545469 101966 SH SOLE 0 0 101966 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G1021282 38625 SH SOLE 0 0 38625 ISHARES TRCORE S&P500 ETF4642872005401 16073 SH SOLE 0 0 16073 ISHARES TRCORE US AGGBD ET464287226301 2553 SH SOLE 0 0 2553 ISHARES TRS&P 500 GRWT ETF464287309326 1412 SH SOLE 0 0 1412 ISHARES TRCORE S&P MCP ETF4642875074579 24712 SH SOLE 0 0 24712 ISHARES TRCOHEN STEER REIT4642875642501 24517 SH SOLE 0 0 24517 ISHARES TRS&P MC 400VL ETF464287705292 2164 SH SOLE 0 0 2164 ISHARES TRCORE S&P SCP ETF4642878044723 67249 SH SOLE 0 0 67249 ISHARES TRSHRT NAT MUN ETF464288158253 2340 SH SOLE 0 0 2340 ISHARES TRNATIONAL MUN ETF4642884143269 28194 SH SOLE 0 0 28194 ISHARES TRCMBS ETF46429B366336 6047 SH SOLE 0 0 6047 ISHARES TRMSCI EAFE MIN VL46429B6892221 32601 SH SOLE 0 0 32601 ISHARES TRCORE MSCI TOTAL46432F8341071 18355 SH SOLE 0 0 18355 ISHARES TRCORE 1 5 YR USD46432F859788 15292 SH SOLE 0 0 15292 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889215 7360 SH SOLE 0 0 7360 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V8481646 33373 SH SOLE 0 0 33373 SPDR SER TRNUVEEN BLMBRG SR78468R7393187 63910 SH SOLE 0 0 63910 SPDR SER TRPORTFOLIO S&P60078468R853833 30409 SH SOLE 0 0 30409 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420124210 300258 SH SOLE 0 0 300258 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300334 2901 SH SOLE 0 0 2901 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450814159 255216 SH SOLE 0 0 255216 SCHWAB STRATEGIC TRUS SML CAP ETF80852460714798 216605 SH SOLE 0 0 216605 SCHWAB STRATEGIC TRINTL EQTY ETF8085248052728 86891 SH SOLE 0 0 86891 SCHWAB STRATEGIC TRUS AGGREGATE B808524839596 10637 SH SOLE 0 0 10637 SCHWAB STRATEGIC TRUS REIT ETF808524847951 26880 SH SOLE 0 0 26880 SCHWAB STRATEGIC TRSHT TM US TRES808524862804 15607 SH SOLE 0 0 15607 VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4074193 72055 SH SOLE 0 0 72055 VANGUARD INDEX FDSREAL ESTATE ETF922908553332 4210 SH SOLE 0 0 4210 VANGUARD INDEX FDSMID CAP ETF9229086293199 18151 SH SOLE 0 0 18151 VANGUARD INDEX FDSGROWTH ETF922908736228 1002 SH SOLE 0 0 1002 VANGUARD INDEX FDSSMALL CP ETF9229087511245 8096 SH SOLE 0 0 8096