0001754960-20-000015.txt : 20200413 0001754960-20-000015.hdr.sgml : 20200413 20200413124442 ACCESSION NUMBER: 0001754960-20-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200413 DATE AS OF CHANGE: 20200413 EFFECTIVENESS DATE: 20200413 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: 20788306 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 03-31-2020 03-31-2020 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 04-13-2020 0 40 113631 true INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100276 1084 SH SOLE 0 0 1084 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E104759 15263 SH SOLE 0 0 15263 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M300335 10277 SH SOLE 0 0 10277 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1083724 68876 SH SOLE 0 0 68876 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P608739 16247 SH SOLE 0 0 16247 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P871917 35474 SH SOLE 0 0 35474 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2002107 41319 SH SOLE 0 0 41319 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8051676 31790 SH SOLE 0 0 31790 GREIF INCCL A397624107303 9750 SH SOLE 0 0 9750 INVESCO EXCHANGE-TRADED FD TS&P MIDCP LOW46138E1985219 131054 SH SOLE 0 0 131054 INVESCO EXCHANGE-TRADED FD TS&P500 LOW VOL46138E3547154 152466 SH SOLE 0 0 152466 INVESCO EXCHANGE-TRADED FD TEMRNG MKT SVRG46138E784377 15762 SH SOLE 0 0 15762 INVESCO EXCHANGE-TRADED FD TS&P SMLCP LOW46138G1024277 129068 SH SOLE 0 0 129068 ISHARES TRCORE S&P500 ETF4642872004037 15621 SH SOLE 0 0 15621 ISHARES TRCORE US AGGBD ET464287226340 2947 SH SOLE 0 0 2947 ISHARES TRS&P 500 GRWT ETF464287309232 1407 SH SOLE 0 0 1407 ISHARES TRCORE S&P MCP ETF4642875073156 21938 SH SOLE 0 0 21938 ISHARES TRCOHEN STEER REIT4642875641618 17665 SH SOLE 0 0 17665 ISHARES TRS&P MC 400VL ETF464287705227 2069 SH SOLE 0 0 2069 ISHARES TRCORE S&P SCP ETF4642878043450 61480 SH SOLE 0 0 61480 ISHARES TRSHRT NAT MUN ETF464288158259 2432 SH SOLE 0 0 2432 ISHARES TRNATIONAL MUN ETF4642884143368 29799 SH SOLE 0 0 29799 ISHARES TRMIN VOL EAFE ETF46429B6897078 114075 SH SOLE 0 0 114075 ISHARES TRCORE MSCI TOTAL46432F8341529 32526 SH SOLE 0 0 32526 ISHARES TRCORE 1 5 YR USD46432F859588 11644 SH SOLE 0 0 11644 ISHARES TR0-5YR HI YL CP46434V407399 9762 SH SOLE 0 0 9762 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V8481976 41198 SH SOLE 0 0 41198 SPDR SER TRNUVEEN BLMBRG SR78468R7393747 76622 SH SOLE 0 0 76622 SPDR SER TRPORTFOLIO S&P60078468R853547 25027 SH SOLE 0 0 25027 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420117007 277671 SH SOLE 0 0 277671 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300251 3152 SH SOLE 0 0 3152 SCHWAB STRATEGIC TRUS MID-CAP ETF8085245089813 232753 SH SOLE 0 0 232753 SCHWAB STRATEGIC TRUS SML CAP ETF80852460710222 198404 SH SOLE 0 0 198404 SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706207 10028 SH SOLE 0 0 10028 SCHWAB STRATEGIC TRINTL EQTY ETF8085248056060 234526 SH SOLE 0 0 234526 SCHWAB STRATEGIC TRUS AGGREGATE B808524839295 5437 SH SOLE 0 0 5437 SCHWAB STRATEGIC TRUS REIT ETF8085248474078 124543 SH SOLE 0 0 124543 SCHWAB STRATEGIC TRSHT TM US TRES808524862801 15480 SH SOLE 0 0 15480 VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4073842 68284 SH SOLE 0 0 68284 VANGUARD INDEX FDSMID CAP ETF922908629641 4872 SH SOLE 0 0 4872