0001754960-19-000019.txt : 20190717 0001754960-19-000019.hdr.sgml : 20190717 20190717150753 ACCESSION NUMBER: 0001754960-19-000019 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190717 DATE AS OF CHANGE: 20190717 EFFECTIVENESS DATE: 20190717 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: 19958878 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 true 0001703080 XXXXXXXX 06-30-2019 06-30-2019 MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100 FOREST VA 24551

13F HOLDINGS REPORT 028-18003 N Aryn Sands 877-588-2679 Aryn Sands RENO NV 07-17-2019 0 42 147938 true INFORMATION TABLE 2 InformationTableOutput.xml Apple Inc COM 037833100 214 1081 SH SOLE 0 0 1081 BB&T Corporation COM 054937107 203 4129 SH SOLE 0 0 4129 FTP Managed Municipal ETF MANAGD MUN ETF 33739N108 2649 48372 SH SOLE 0 0 48372 FTP Low Duration Opportunities ETF FST LOW OPPT EFT 33739Q200 1735 33575 SH SOLE 0 0 33575 Greif Inc Cl A CL A 397624107 317 9750 SH SOLE 0 0 9750 Invesco S&P Midcap S&P MIDCP LOW 46138E198 6346 123767 SH SOLE 0 0 123767 Invesco S&P 500 Low S&P500 LOW VOL 46138E354 7877 143158 SH SOLE 0 0 143158 Invesco S&P 500 Hi Div Low Vol S&P500 HDL VOL 46138E362 204 4837 SH SOLE 0 0 4837 Invesco Emrg Mkts EMRNG MKT SVRG 46138E784 429 14786 SH SOLE 0 0 14786 Invesco S&P Smallcap S&P SMLCP LOW 46138G102 6009 125237 SH SOLE 0 0 125237 iShares Core S&P 500 CORE S&P500 ETF 464287200 4507 15290 SH SOLE 0 0 15290 iShares Core US Aggregate Bond CORE US AGGBD ET 464287226 361 3239 SH SOLE 0 0 3239 Ishares S&P 500 Growth Etf S&P 500 GRWT ETF 464287309 265 1477 SH SOLE 0 0 1477 iShares Core S&P Mid-Cap CORE S&P MCP ETF 464287507 3785 19484 SH SOLE 0 0 19484 iShares Cohen & Steers REIT COHEN STEER REIT 464287564 454 4032 SH SOLE 0 0 4032 iShares S&P Mid-Cap 400 Value S&P MC 400VL ETF 464287705 326 2042 SH SOLE 0 0 2042 iShares Core S&P Small-Cap CORE S&P SCP ETF 464287804 3579 45717 SH SOLE 0 0 45717 iShares MSCI EAFE Small-Cap EAFE SML CP ETF 464288273 243 4228 SH SOLE 0 0 4228 iShares National AMT-Free Muni Bond NATIONAL MUN ETF 464288414 4472 39544 SH SOLE 0 0 39544 iShares Russell Top 200 Value RUS TP200 VL ETF 464289420 236 4358 SH SOLE 0 0 4358 iShares MSCI EAFE Minimum Volatility MIN VOL EAFE ETF 46429B689 6670 91816 SH SOLE 0 0 91816 iShares Core MSCI Total Intl Stk CORE MSCI TOTAL 46432F834 2193 37397 SH SOLE 0 0 37397 Ishares Core 1-5 Year Usd Bond Etf CORE 1 5 YR USD 46432F859 588 11661 SH SOLE 0 0 11661 Ishares High Yield 0-5YR HI YL CP 46434V407 447 9564 SH SOLE 0 0 9564 Legg Mason Low Vltlty LOW DIVI ETF 52468L406 240 7476 SH SOLE 0 0 7476 Spdr Dow Jone Global DJ GLB RL ES ETF 78463X749 263 5266 SH SOLE 0 0 5266 Ssga Active Etf Tr Spdr Tr Tactic SPDR TR TACTIC 78467V848 2079 42360 SH SOLE 0 0 42360 Spdr Nuveen Barclays NUVEEN BLMBRG SR 78468R739 4134 84483 SH SOLE 0 0 84483 Schwab US Large-Cap ETF US LRG CAP ETF 808524201 20186 287594 SH SOLE 0 0 287594 Schw Us Lcap Gro Etf US LCAP GR ETF 808524300 313 3762 SH SOLE 0 0 3762 Schw Us Lcap Val Etf US LCAP VA ETF 808524409 173 3090 SH SOLE 0 0 3090 Schwab US Mid-Cap ETF US MID-CAP ETF 808524508 12887 225727 SH SOLE 0 0 225727 Schwab US Small-Cap ETF US SML CAP ETF 808524607 13469 188435 SH SOLE 0 0 188435 Schw Emg Mkt Eq Etf EMRG MKTEQ ETF 808524706 299 11378 SH SOLE 0 0 11378 Schwab International Equity ETF INTL EQTY ETF 808524805 10004 311737 SH SOLE 0 0 311737 Sch Us Agg Bnd Etf US AGGREGATE B 808524839 342 6458 SH SOLE 0 0 6458 Sch US Reit ETF US REIT ETF 808524847 7482 168373 SH SOLE 0 0 168373 Schwab Short Term US SHT TM US TRES 808524862 682 13476 SH SOLE 0 0 13476 Vanguard Tax Managedfd Europe Pacific FTSE DEV MKT ETF 921943858 247 5918 SH SOLE 0 0 5918 Vanguard Total International Bond ETF INTL BD IDX ETF 92203J407 3556 62055 SH SOLE 0 0 62055 Vanguard Index Fds Vanguard Reit Etf REAL ESTATE ETF 922908553 272 3114 SH SOLE 0 0 3114 Vanguard Total Stock Mkt TOTAL STK MKT 922908769 260 1733 SH SOLE 0 0 1733