0001754960-20-000001.txt : 20200107 0001754960-20-000001.hdr.sgml : 20200107 20200107134553 ACCESSION NUMBER: 0001754960-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200107 DATE AS OF CHANGE: 20200107 EFFECTIVENESS DATE: 20200107 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: 20512883 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 12-31-2019 12-31-2019 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 01-07-2020 0 40 132902 true INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100243 1084 SH SOLE 0 0 1084 BOEING COCOM09702310548 125 SH SOLE 0 0 125 FIRST TR EXCHANG TRADED FD IMANAGD MUN ETF33739N1083219 57933 SH SOLE 0 0 57933 FIRST TR EXCHANGE TRADED FDFST LOW OPPT EFT33739Q2002030 39051 SH SOLE 0 0 39051 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8050 17633 SH SOLE 0 0 17633 GREIF INCCL A397624107369 9750 SH SOLE 0 0 9750 INVESCO EXCHNG TRADED FD TRS&P MIDCP LOW46138E1986788 129016 SH SOLE 0 0 129016 INVESCO EXCHNG TRADED FD TRS&P500 LOW VOL46138E3548506 146900 SH SOLE 0 0 146900 INVESCO EXCHNG TRADED FD TRS&P500 HDL VOL46138E362178 4171 SH SOLE 0 0 4171 INVESCO EXCHNG TRADED FD TREMRNG MKT SVRG46138E784405 13881 SH SOLE 0 0 13881 INVESCO EXCHNG TRADED FD TRS&P SMLCP LOW46138G1026573 134437 SH SOLE 0 0 134437 ISHARES TRCORE S&P500 ETF4642872004422 14814 SH SOLE 0 0 14814 ISHARES TRCORE US AGGBD ET464287226359 3170 SH SOLE 0 0 3170 ISHARES TRS&P 500 GRWT ETF464287309253 1403 SH SOLE 0 0 1403 ISHARES TRCORE S&P MCP ETF4642875073755 19434 SH SOLE 0 0 19434 ISHARES TRCOHEN STEER REIT4642875641126 9380 SH SOLE 0 0 9380 ISHARES TRS&P MC 400VL ETF464287705328 2054 SH SOLE 0 0 2054 ISHARES TRCORE S&P SCP ETF4642878043947 50710 SH SOLE 0 0 50710 ISHARES TREAFE SML CP ETF464288273233 4066 SH SOLE 0 0 4066 ISHARES TRNATIONAL MUN ETF4642884144025 35277 SH SOLE 0 0 35277 ISHARES TRMIN VOL EAFE ETF46429B6898210 112042 SH SOLE 0 0 112042 ISHARES TRCORE MSCI TOTAL46432F8342030 35151 SH SOLE 0 0 35151 ISHARES TRCORE 1 5 YR USD46432F859610 12073 SH SOLE 0 0 12073 ISHARES TR0-5YR HI YL CP46434V407414 8908 SH SOLE 0 0 8908 LEGG MASON ETF INVESTMENT TRL VOL H DIV ETF52468L406248 7392 SH SOLE 0 0 7392 SPDR INDEX SHS FDSDJ GLB RL ES ETF78463X749269 5197 SH SOLE 0 0 5197 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V8482169 44069 SH SOLE 0 0 44069 SPDR SERIES TRUSTNUVEEN BLMBRG SR78468R7393939 80412 SH SOLE 0 0 80412 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420119862 280020 SH SOLE 0 0 280020 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300282 3361 SH SOLE 0 0 3361 SCHWAB STRATEGIC TRUS LCAP VA ETF808524409176 3102 SH SOLE 0 0 3102 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450812746 225439 SH SOLE 0 0 225439 SCHWAB STRATEGIC TRUS SML CAP ETF80852460713358 191564 SH SOLE 0 0 191564 SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706262 10431 SH SOLE 0 0 10431 SCHWAB STRATEGIC TRINTL EQTY ETF8085248058866 278283 SH SOLE 0 0 278283 SCHWAB STRATEGIC TRUS AGGREGATE B808524839332 6174 SH SOLE 0 0 6174 SCHWAB STRATEGIC TRUS REIT ETF8085248477545 159944 SH SOLE 0 0 159944 SCHWAB STRATEGIC TRSHT TM US TRES808524862688 13593 SH SOLE 0 0 13593 VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4073817 64880 SH SOLE 0 0 64880 VANGUARD INDEX FDSREAL ESTATE ETF922908553272 2919 SH SOLE 0 0 2919