0001754960-19-000031.txt : 20191023 0001754960-19-000031.hdr.sgml : 20191023 20191023170313 ACCESSION NUMBER: 0001754960-19-000031 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191023 DATE AS OF CHANGE: 20191023 EFFECTIVENESS DATE: 20191023 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: 191164345 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 true false 0001703080 XXXXXXXX 09-30-2019 09-30-2019 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 X1 10-23-2019 0 39 139859 true INFORMATION TABLE 2 InformationTableOutput.xml Apple Inc COM 037833100 242 1081 SH SOLE 0 0 1081 BBandT Corporation COM 054937107 213 3994 SH SOLE 0 0 3994 FTP Managed Municipal ETF MANAGD MUN ETF 33739N108 2927 52683 SH SOLE 0 0 52683 FTP Low Duration Opportunities ETF FST LOW OPPT EFT 33739Q200 1745 33568 SH SOLE 0 0 33568 First Trst Enhncd Shrt FIRST TR ENH NEW 33739Q408 216 3589 SH SOLE 0 0 3589 Greif Inc Cl A CL A 397624107 369 9750 SH SOLE 0 0 9750 Invesco SandP Midcap S&P MIDCP LOW 46138E198 6648 126367 SH SOLE 0 0 126367 Invesco SandP Smallcap S&P SMLCP LOW 46138G102 6342 129721 SH SOLE 0 0 129721 iShares Core SandP 500 CORE S&P500 ETF 464287200 4595 15394 SH SOLE 0 0 15394 iShares Core US Aggregate Bond CORE US AGGBD ET 464287226 358 3163 SH SOLE 0 0 3163 Ishares SandP 500 Growth Etf S&P 500 GRWT ETF 464287309 267 1481 SH SOLE 0 0 1481 iShares Core SandP Mid-Cap CORE S&P MCP ETF 464287507 3931 20345 SH SOLE 0 0 20345 iShares Cohen and Steers REIT COHEN STEER REIT 464287564 567 4721 SH SOLE 0 0 4721 iShares SandP Mid-Cap 400 Value S&P MC 400VL ETF 464287705 328 2050 SH SOLE 0 0 2050 iShares Core SandP Small-Cap CORE S&P SCP ETF 464287804 4125 52998 SH SOLE 0 0 52998 iShares MSCI EAFE Small-Cap EAFE SML CP ETF 464288273 246 4305 SH SOLE 0 0 4305 iShares National AMT-Free Muni Bond NATIONAL MUN ETF 464288414 4108 36000 SH SOLE 0 0 36000 iShares MSCI EAFE Minimum Volatility MIN VOL EAFE ETF 46429B689 7518 102593 SH SOLE 0 0 102593 iShares Core MSCI Total Intl Stk CORE MSCI TOTAL 46432F834 1976 34217 SH SOLE 0 0 34217 Ishares Core 1-5 Year Usd Bond Etf CORE 1 5 YR USD 46432F859 549 10877 SH SOLE 0 0 10877 Ishares High Yield 0-5YR HI YL CP 46434V407 451 9700 SH SOLE 0 0 9700 Legg Mason Low Vltlty L VOL H DIV ETF 52468L406 249 7406 SH SOLE 0 0 7406 Spdr Dow Jone Global DJ GLB RL ES ETF 78463X749 271 5234 SH SOLE 0 0 5234 Ssga Active Etf Tr Spdr Tr Tactic SPDR TR TACTIC 78467V848 2127 43206 SH SOLE 0 0 43206 Spdr Nuveen Barclays NUVEEN BLMBRG SR 78468R739 3831 78207 SH SOLE 0 0 78207 Schwab US Large-Cap ETF US LRG CAP ETF 808524201 20131 283812 SH SOLE 0 0 283812 Schw Us Lcap Gro Etf US LCAP GR ETF 808524300 311 3699 SH SOLE 0 0 3699 Schw Us Lcap Val Etf US LCAP VA ETF 808524409 176 3107 SH SOLE 0 0 3107 Schwab US Mid-Cap ETF US MID-CAP ETF 808524508 12782 226068 SH SOLE 0 0 226068 Schwab US Small-Cap ETF US SML CAP ETF 808524607 13375 191807 SH SOLE 0 0 191807 Schw Emg Mkt Eq Etf EMRG MKTEQ ETF 808524706 283 11281 SH SOLE 0 0 11281 Schwab International Equity ETF INTL EQTY ETF 808524805 9458 296849 SH SOLE 0 0 296849 Sch Us Agg Bnd Etf US AGGREGATE B 808524839 346 6427 SH SOLE 0 0 6427 Sch US Reit ETF US REIT ETF 808524847 7777 164861 SH SOLE 0 0 164861 Schwab Short Term US SHT TM US TRES 808524862 682 13475 SH SOLE 0 0 13475 Vanguard Tax Managedfd Europe Pacific FTSE DEV MKT ETF 921943858 294 7165 SH SOLE 0 0 7165 Vanguard Total International Bond ETF INTL BD IDX ETF 92203J407 3503 59550 SH SOLE 0 0 59550 Vanguard Index Fds Vanguard Reit Etf REAL ESTATE ETF 922908553 289 3100 SH SOLE 0 0 3100 Vanguard Total Stock Mkt TOTAL STK MKT 922908769 255 1691 SH SOLE 0 0 1691