0001754960-21-000059.txt : 20210414 0001754960-21-000059.hdr.sgml : 20210414 20210414125013 ACCESSION NUMBER: 0001754960-21-000059 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210414 DATE AS OF CHANGE: 20210414 EFFECTIVENESS DATE: 20210414 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: 21825132 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 03-31-2021 03-31-2021 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 04-14-2021 0 50 148273 false INFORMATION TABLE 2 InformationTableOutput.xml AIRBNB INCCOM CL A009066101225 1199 SH SOLE 0 0 1199 APPLE INCCOM037833100517 4235 SH SOLE 0 0 4235 CSX CORPCOM126408103225 2330 SH SOLE 0 0 2330 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1044604 65007 SH SOLE 0 0 65007 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M3005662 81272 SH SOLE 0 0 81272 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1084182 74108 SH SOLE 0 0 74108 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P6081214 18519 SH SOLE 0 0 18519 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P8711055 33907 SH SOLE 0 0 33907 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2002132 41754 SH SOLE 0 0 41754 FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW33739Q408730 12174 SH SOLE 0 0 12174 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8051414 26768 SH SOLE 0 0 26768 GREIF INCCL A397624107556 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1982068 39496 SH SOLE 0 0 39496 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3543229 55533 SH SOLE 0 0 55533 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102664 14465 SH SOLE 0 0 14465 ISHARES TRCORE S&P500 ETF4642872006255 15723 SH SOLE 0 0 15723 ISHARES TRCORE US AGGBD ET464287226255 2238 SH SOLE 0 0 2238 ISHARES TRS&P 500 GRWT ETF464287309369 5668 SH SOLE 0 0 5668 ISHARES TRCORE S&P MCP ETF4642875076310 24241 SH SOLE 0 0 24241 ISHARES TRCOHEN STEER REIT4642875641785 30877 SH SOLE 0 0 30877 ISHARES TRS&P MC 400VL ETF464287705424 4164 SH SOLE 0 0 4164 ISHARES TRCORE S&P SCP ETF4642878046891 63490 SH SOLE 0 0 63490 ISHARES TRSHRT NAT MUN ETF464288158254 2351 SH SOLE 0 0 2351 ISHARES TRNATIONAL MUN ETF4642884143036 26158 SH SOLE 0 0 26158 ISHARES TREAFE VALUE ETF464288877245 4800 SH SOLE 0 0 4800 ISHARES TREAFE GRWTH ETF464288885214 2127 SH SOLE 0 0 2127 ISHARES TRCMBS ETF46429B366320 5938 SH SOLE 0 0 5938 ISHARES TRMSCI EAFE MIN VL46429B689373 5106 SH SOLE 0 0 5106 ISHARES TRCORE MSCI TOTAL46432F834528 7511 SH SOLE 0 0 7511 ISHARES TRCORE 1 5 YR USD46432F859787 15338 SH SOLE 0 0 15338 NEXTERA ENERGY INCCOM65339F101308 4067 SH SOLE 0 0 4067 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889233 6599 SH SOLE 0 0 6599 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V8481352 28034 SH SOLE 0 0 28034 SPDR SER TRNUVEEN BLMBRG SR78468R7393230 65178 SH SOLE 0 0 65178 SPDR SER TRPORTFOLIO S&P60078468R8531218 28821 SH SOLE 0 0 28821 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420128973 301705 SH SOLE 0 0 301705 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300356 2742 SH SOLE 0 0 2742 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450818887 253753 SH SOLE 0 0 253753 SCHWAB STRATEGIC TRUS SML CAP ETF80852460720684 207527 SH SOLE 0 0 207527 SCHWAB STRATEGIC TRINTL EQTY ETF8085248051869 49690 SH SOLE 0 0 49690 SCHWAB STRATEGIC TRUS AGGREGATE B808524839604 11194 SH SOLE 0 0 11194 SCHWAB STRATEGIC TRSHT TM US TRES808524862796 15510 SH SOLE 0 0 15510 TRUIST FINL CORPCOM89832Q109223 3831 SH SOLE 0 0 3831 UNITED PARCEL SERVICE INCCL B9113121061651 9713 SH SOLE 0 0 9713 VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4074268 74719 SH SOLE 0 0 74719 VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C565716 8993 SH SOLE 0 0 8993 VANGUARD INDEX FDSREAL ESTATE ETF922908553387 4208 SH SOLE 0 0 4208 VANGUARD INDEX FDSMID CAP ETF9229086294071 18392 SH SOLE 0 0 18392 VANGUARD INDEX FDSGROWTH ETF922908736239 929 SH SOLE 0 0 929 VANGUARD INDEX FDSSMALL CP ETF9229087511685 7871 SH SOLE 0 0 7871