0001754960-21-000184.txt : 20211012 0001754960-21-000184.hdr.sgml : 20211012 20211012124149 ACCESSION NUMBER: 0001754960-21-000184 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211012 DATE AS OF CHANGE: 20211012 EFFECTIVENESS DATE: 20211012 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: 211318042 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 09-30-2021 09-30-2021 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 10-12-2021 0 48 153297 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100502 3548 SH SOLE 0 0 3548 EXXON MOBIL CORPCOM30231G102262 4453 SH SOLE 0 0 4453 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1045103 68210 SH SOLE 0 0 68210 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M3004996 69793 SH SOLE 0 0 69793 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1084748 83624 SH SOLE 0 0 83624 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P608956 13814 SH SOLE 0 0 13814 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P871893 28962 SH SOLE 0 0 28962 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2002683 53038 SH SOLE 0 0 53038 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8051253 23396 SH SOLE 0 0 23396 GREIF INCCL A397624107630 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1981732 32970 SH SOLE 0 0 32970 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3542611 42919 SH SOLE 0 0 42919 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102359 7614 SH SOLE 0 0 7614 ISHARES TRCORE S&P500 ETF4642872005814 13496 SH SOLE 0 0 13496 ISHARES TRS&P 500 GRWT ETF464287309414 5603 SH SOLE 0 0 5603 ISHARES TRCORE S&P MCP ETF4642875075141 19541 SH SOLE 0 0 19541 ISHARES TRCOHEN STEER REIT4642875641982 30289 SH SOLE 0 0 30289 ISHARES TRS&P MC 400VL ETF464287705382 3708 SH SOLE 0 0 3708 ISHARES TRCORE S&P SCP ETF4642878045199 47612 SH SOLE 0 0 47612 ISHARES TRNATIONAL MUN ETF4642884141993 17159 SH SOLE 0 0 17159 ISHARES TREAFE VALUE ETF464288877248 4872 SH SOLE 0 0 4872 ISHARES TREAFE GRWTH ETF464288885216 2026 SH SOLE 0 0 2026 ISHARES TRRUS TP200 VL ETF464289420204 3112 SH SOLE 0 0 3112 ISHARES TRCMBS ETF46429B366397 7344 SH SOLE 0 0 7344 ISHARES TRMSCI EAFE MIN VL46429B689295 3922 SH SOLE 0 0 3922 ISHARES TRCORE MSCI TOTAL46432F834297 4180 SH SOLE 0 0 4180 ISHARES TRCORE 1 5 YR USD46432F859325 6356 SH SOLE 0 0 6356 NEXTERA ENERGY INCCOM65339F101319 4067 SH SOLE 0 0 4067 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889246 6786 SH SOLE 0 0 6786 SPDR SER TRBLMBRG BRC CNVRT78464A359414 4852 SH SOLE 0 0 4852 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848703 14545 SH SOLE 0 0 14545 SPDR SER TRNUVEEN BLMBRG SR78468R7393720 75303 SH SOLE 0 0 75303 SPDR SER TRPORTFOLIO S&P60078468R8531104 25927 SH SOLE 0 0 25927 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420136521 351064 SH SOLE 0 0 351064 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300428 2889 SH SOLE 0 0 2889 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450820519 267657 SH SOLE 0 0 267657 SCHWAB STRATEGIC TRUS SML CAP ETF80852460721522 215007 SH SOLE 0 0 215007 SCHWAB STRATEGIC TRINTL EQTY ETF8085248052007 51853 SH SOLE 0 0 51853 SCHWAB STRATEGIC TRUS AGGREGATE B808524839533 9819 SH SOLE 0 0 9819 SCHWAB STRATEGIC TRSHT TM US TRES808524862717 14014 SH SOLE 0 0 14014 THERMO FISHER SCIENTIFIC INCCOM883556102234 409 SH SOLE 0 0 409 UNITED PARCEL SERVICE INCCL B9113121061769 9713 SH SOLE 0 0 9713 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4074003 70279 SH SOLE 0 0 70279 VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5652235 27991 SH SOLE 0 0 27991 VANGUARD INDEX FDSREAL ESTATE ETF922908553442 4342 SH SOLE 0 0 4342 VANGUARD INDEX FDSMID CAP ETF9229086294269 18030 SH SOLE 0 0 18030 VANGUARD INDEX FDSGROWTH ETF922908736270 932 SH SOLE 0 0 932 VANGUARD INDEX FDSSMALL CP ETF9229087511687 7714 SH SOLE 0 0 7714