0001754960-22-000006.txt : 20220112 0001754960-22-000006.hdr.sgml : 20220112 20220111202018 ACCESSION NUMBER: 0001754960-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220112 DATE AS OF CHANGE: 20220111 EFFECTIVENESS DATE: 20220112 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: 22525244 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 12-31-2021 12-31-2021 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 01-11-2022 0 53 155645 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100477 2688 SH SOLE 0 0 2688 BERKSHIRE HATHAWAY INC DELCL B NEW084670702204 683 SH SOLE 0 0 683 CSX CORPCOM126408103245 6518 SH SOLE 0 0 6518 EXXON MOBIL CORPCOM30231G102263 4293 SH SOLE 0 0 4293 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1045196 61458 SH SOLE 0 0 61458 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M3004665 62569 SH SOLE 0 0 62569 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1085266 92426 SH SOLE 0 0 92426 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P6081010 13807 SH SOLE 0 0 13807 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P871861 27082 SH SOLE 0 0 27082 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2002268 45370 SH SOLE 0 0 45370 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8051176 22100 SH SOLE 0 0 22100 GREIF INCCL A397624107589 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1981792 30651 SH SOLE 0 0 30651 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3542387 34788 SH SOLE 0 0 34788 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102351 6742 SH SOLE 0 0 6742 ISHARES TRCORE S&P500 ETF4642872005425 11373 SH SOLE 0 0 11373 ISHARES TRS&P 500 GRWT ETF464287309469 5608 SH SOLE 0 0 5608 ISHARES TRCORE S&P MCP ETF4642875074732 16716 SH SOLE 0 0 16716 ISHARES TRCOHEN STEER REIT4642875641845 24252 SH SOLE 0 0 24252 ISHARES TRS&P MC 400GR ETF464287606211 2477 SH SOLE 0 0 2477 ISHARES TRRUS 1000 GRW ETF464287614222 727 SH SOLE 0 0 727 ISHARES TRS&P MC 400VL ETF464287705411 3710 SH SOLE 0 0 3710 ISHARES TRCORE S&P SCP ETF4642878044609 40250 SH SOLE 0 0 40250 ISHARES TRNATIONAL MUN ETF4642884141773 15251 SH SOLE 0 0 15251 ISHARES TREAFE VALUE ETF464288877250 4971 SH SOLE 0 0 4971 ISHARES TREAFE GRWTH ETF464288885225 2038 SH SOLE 0 0 2038 ISHARES TRRUS TP200 VL ETF464289420220 3134 SH SOLE 0 0 3134 ISHARES TRCMBS ETF46429B366404 7617 SH SOLE 0 0 7617 ISHARES TRMSCI EAFE MIN VL46429B689273 3550 SH SOLE 0 0 3550 ISHARES TRCORE MSCI TOTAL46432F834277 3906 SH SOLE 0 0 3906 ISHARES TRCORE 1 5 YR USD46432F859302 5992 SH SOLE 0 0 5992 NEXTERA ENERGY INCCOM65339F101349 3740 SH SOLE 0 0 3740 SPDR GOLD TRGOLD SHS78463V107242 1413 SH SOLE 0 0 1413 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889249 6835 SH SOLE 0 0 6835 SPDR SER TRBLOOMBERG CONV78464A3593666 44188 SH SOLE 0 0 44188 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848627 13243 SH SOLE 0 0 13243 SPDR SER TRNUVEEN BLMBRG SH78468R7393886 79023 SH SOLE 0 0 79023 SPDR SER TRPORTFOLIO S&P60078468R8531125 25175 SH SOLE 0 0 25175 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420136389 319709 SH SOLE 0 0 319709 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300425 2598 SH SOLE 0 0 2598 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450819788 246031 SH SOLE 0 0 246031 SCHWAB STRATEGIC TRUS SML CAP ETF80852460720601 201177 SH SOLE 0 0 201177 SCHWAB STRATEGIC TRINTL EQTY ETF8085248052141 55077 SH SOLE 0 0 55077 SCHWAB STRATEGIC TRUS AGGREGATE B808524839558 10353 SH SOLE 0 0 10353 SCHWAB STRATEGIC TRSHT TM US TRES808524862665 13075 SH SOLE 0 0 13075 THERMO FISHER SCIENTIFIC INCCOM883556102258 386 SH SOLE 0 0 386 UNITED PARCEL SERVICE INCCL B9113121062082 9713 SH SOLE 0 0 9713 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4073680 66714 SH SOLE 0 0 66714 VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5654171 53167 SH SOLE 0 0 53167 VANGUARD INDEX FDSREAL ESTATE ETF922908553503 4332 SH SOLE 0 0 4332 VANGUARD INDEX FDSMID CAP ETF9229086294017 15768 SH SOLE 0 0 15768 VANGUARD INDEX FDSGROWTH ETF922908736299 933 SH SOLE 0 0 933 VANGUARD INDEX FDSSMALL CP ETF9229087511526 6753 SH SOLE 0 0 6753