0001754960-22-000099.txt : 20220420 0001754960-22-000099.hdr.sgml : 20220420 20220419174342 ACCESSION NUMBER: 0001754960-22-000099 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220420 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: 22835810 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 03-31-2022 03-31-2022 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 04-19-2022 0 51 151823 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100412 2358 SH SOLE 0 0 2358 BERKSHIRE HATHAWAY INC DELCL B NEW084670702241 683 SH SOLE 0 0 683 CSX CORPCOM126408103244 6518 SH SOLE 0 0 6518 EXXON MOBIL CORPCOM30231G102295 3570 SH SOLE 0 0 3570 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1044725 60420 SH SOLE 0 0 60420 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M3004121 60306 SH SOLE 0 0 60306 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1085749 108349 SH SOLE 0 0 108349 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P608910 13928 SH SOLE 0 0 13928 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P871752 24567 SH SOLE 0 0 24567 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2002011 41080 SH SOLE 0 0 41080 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F805928 18712 SH SOLE 0 0 18712 GREIF INCCL A397624107634 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1981461 26174 SH SOLE 0 0 26174 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3541999 29793 SH SOLE 0 0 29793 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102293 5975 SH SOLE 0 0 5975 ISHARES TRCORE S&P500 ETF4642872004927 10859 SH SOLE 0 0 10859 ISHARES TRS&P 500 GRWT ETF464287309429 5617 SH SOLE 0 0 5617 ISHARES TRCORE S&P MCP ETF4642875074302 16033 SH SOLE 0 0 16033 ISHARES TRCOHEN STEER REIT4642875641306 18391 SH SOLE 0 0 18391 ISHARES TRRUS 1000 GRW ETF464287614202 727 SH SOLE 0 0 727 ISHARES TRS&P MC 400VL ETF464287705328 2995 SH SOLE 0 0 2995 ISHARES TRCORE S&P SCP ETF4642878044084 37861 SH SOLE 0 0 37861 ISHARES TRNATIONAL MUN ETF4642884141854 16910 SH SOLE 0 0 16910 ISHARES TREAFE VALUE ETF464288877250 4971 SH SOLE 0 0 4971 ISHARES TRRUS TP200 VL ETF464289420219 3140 SH SOLE 0 0 3140 ISHARES TRCMBS ETF46429B366344 6900 SH SOLE 0 0 6900 ISHARES TRMSCI EAFE MIN VL46429B689238 3298 SH SOLE 0 0 3298 ISHARES TRCORE MSCI TOTAL46432F834245 3684 SH SOLE 0 0 3684 ISHARES TRCORE 1 5 YR USD46432F859279 5749 SH SOLE 0 0 5749 NEXTERA ENERGY INCCOM65339F101329 3880 SH SOLE 0 0 3880 SPDR GOLD TRGOLD SHS78463V107255 1413 SH SOLE 0 0 1413 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889234 6837 SH SOLE 0 0 6837 SPDR SER TRBLOOMBERG CONV78464A3595364 69710 SH SOLE 0 0 69710 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848556 12415 SH SOLE 0 0 12415 SPDR SER TRNUVEEN BLMBRG SH78468R7393990 84303 SH SOLE 0 0 84303 SPDR SER TRPORTFOLIO S&P60078468R8531042 24771 SH SOLE 0 0 24771 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420135842 665598 SH SOLE 0 0 665598 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300345 4605 SH SOLE 0 0 4605 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450819784 260803 SH SOLE 0 0 260803 SCHWAB STRATEGIC TRUS SML CAP ETF80852460720341 429490 SH SOLE 0 0 429490 SCHWAB STRATEGIC TRINTL EQTY ETF8085248052034 55405 SH SOLE 0 0 55405 SCHWAB STRATEGIC TRUS AGGREGATE B808524839493 9748 SH SOLE 0 0 9748 SCHWAB STRATEGIC TRSHT TM US TRES808524862585 11805 SH SOLE 0 0 11805 TRUIST FINL CORPCOM89832Q109220 3887 SH SOLE 0 0 3887 UNITED PARCEL SERVICE INCCL B9113121062083 9713 SH SOLE 0 0 9713 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4072750 52439 SH SOLE 0 0 52439 VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5655927 79959 SH SOLE 0 0 79959 VANGUARD INDEX FDSREAL ESTATE ETF922908553461 4250 SH SOLE 0 0 4250 VANGUARD INDEX FDSMID CAP ETF9229086293721 15647 SH SOLE 0 0 15647 VANGUARD INDEX FDSGROWTH ETF922908736269 934 SH SOLE 0 0 934 VANGUARD INDEX FDSSMALL CP ETF9229087511416 6664 SH SOLE 0 0 6664