0001754960-21-000145.txt : 20210722 0001754960-21-000145.hdr.sgml : 20210722 20210722150025 ACCESSION NUMBER: 0001754960-21-000145 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210722 DATE AS OF CHANGE: 20210722 EFFECTIVENESS DATE: 20210722 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: 211107369 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 06-30-2021 06-30-2021 MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100 FOREST VA 24551

13F HOLDINGS REPORT 028-18003 N File13F.com 844-844-3453 Aryn Sands Reno NV 07-22-2021 0 51 146525 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100581 4241 SH SOLE 0 0 4241 CSX CORPCOM126408103224 6990 SH SOLE 0 0 6990 EXXON MOBIL CORPCOM30231G102271 4300 SH SOLE 0 0 4300 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1044960 65647 SH SOLE 0 0 65647 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M3005611 76563 SH SOLE 0 0 76563 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1084255 74276 SH SOLE 0 0 74276 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P6081219 17221 SH SOLE 0 0 17221 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P8711006 31926 SH SOLE 0 0 31926 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2002480 48724 SH SOLE 0 0 48724 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8051361 25385 SH SOLE 0 0 25385 GREIF INCCL A397624107590 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1981941 36292 SH SOLE 0 0 36292 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3542894 47518 SH SOLE 0 0 47518 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102422 9008 SH SOLE 0 0 9008 ISHARES TRCORE S&P500 ETF4642872006376 14832 SH SOLE 0 0 14832 ISHARES TRS&P 500 GRWT ETF464287309413 5674 SH SOLE 0 0 5674 ISHARES TRCORE S&P MCP ETF4642875075749 21393 SH SOLE 0 0 21393 ISHARES TRCOHEN STEER REIT4642875641909 29205 SH SOLE 0 0 29205 ISHARES TRS&P MC 400GR ETF464287606205 2535 SH SOLE 0 0 2535 ISHARES TRS&P MC 400VL ETF464287705430 4079 SH SOLE 0 0 4079 ISHARES TRCORE S&P SCP ETF4642878046032 53389 SH SOLE 0 0 53389 ISHARES TRSHRT NAT MUN ETF464288158244 2264 SH SOLE 0 0 2264 ISHARES TRNATIONAL MUN ETF4642884142347 20027 SH SOLE 0 0 20027 ISHARES TREAFE VALUE ETF464288877252 4872 SH SOLE 0 0 4872 ISHARES TREAFE GRWTH ETF464288885230 2143 SH SOLE 0 0 2143 ISHARES TRRUS TP200 VL ETF464289420206 3102 SH SOLE 0 0 3102 ISHARES TRCMBS ETF46429B366340 6249 SH SOLE 0 0 6249 ISHARES TRMSCI EAFE MIN VL46429B689266 3520 SH SOLE 0 0 3520 ISHARES TRCORE MSCI TOTAL46432F834426 5806 SH SOLE 0 0 5806 ISHARES TRCORE 1 5 YR USD46432F859661 12888 SH SOLE 0 0 12888 NEXTERA ENERGY INCCOM65339F101298 4067 SH SOLE 0 0 4067 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889249 6756 SH SOLE 0 0 6756 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V8481019 21058 SH SOLE 0 0 21058 SPDR SER TRNUVEEN BLMBRG SR78468R7393335 67297 SH SOLE 0 0 67297 SPDR SER TRPORTFOLIO S&P60078468R8531193 27159 SH SOLE 0 0 27159 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420130626 294565 SH SOLE 0 0 294565 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300400 2743 SH SOLE 0 0 2743 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450818412 235231 SH SOLE 0 0 235231 SCHWAB STRATEGIC TRUS SML CAP ETF80852460719083 183169 SH SOLE 0 0 183169 SCHWAB STRATEGIC TRINTL EQTY ETF8085248051928 48865 SH SOLE 0 0 48865 SCHWAB STRATEGIC TRUS AGGREGATE B808524839565 10346 SH SOLE 0 0 10346 SCHWAB STRATEGIC TRSHT TM US TRES808524862739 14435 SH SOLE 0 0 14435 THERMO FISHER SCIENTIFIC INCCOM883556102218 433 SH SOLE 0 0 433 TRUIST FINL CORPCOM89832Q109213 3831 SH SOLE 0 0 3831 UNITED PARCEL SERVICE INCCL B9113121062020 9713 SH SOLE 0 0 9713 VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4074236 74190 SH SOLE 0 0 74190 VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5651605 20009 SH SOLE 0 0 20009 VANGUARD INDEX FDSREAL ESTATE ETF922908553416 4091 SH SOLE 0 0 4091 VANGUARD INDEX FDSMID CAP ETF9229086294207 17726 SH SOLE 0 0 17726 VANGUARD INDEX FDSGROWTH ETF922908736267 931 SH SOLE 0 0 931 VANGUARD INDEX FDSSMALL CP ETF9229087511595 7080 SH SOLE 0 0 7080