0001754960-22-000205.txt : 20220802 0001754960-22-000205.hdr.sgml : 20220802 20220801184807 ACCESSION NUMBER: 0001754960-22-000205 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220801 EFFECTIVENESS DATE: 20220802 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: 221126298 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 06-30-2022 06-30-2022 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 08-01-2022 0 49 128308 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100323 2361 SH SOLE 0 0 2361 EXXON MOBIL CORPCOM30231G102306 3570 SH SOLE 0 0 3570 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1044016 57433 SH SOLE 0 0 57433 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M3003226 59573 SH SOLE 0 0 59573 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1085529 109238 SH SOLE 0 0 109238 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P608804 15027 SH SOLE 0 0 15027 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P871414 14897 SH SOLE 0 0 14897 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2001718 35564 SH SOLE 0 0 35564 FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW33739Q408555 9355 SH SOLE 0 0 9355 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F805886 19108 SH SOLE 0 0 19108 GREIF INCCL A397624107608 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1981134 22072 SH SOLE 0 0 22072 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3541792 28905 SH SOLE 0 0 28905 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102260 5837 SH SOLE 0 0 5837 ISHARES TRCORE S&P500 ETF4642872003580 9441 SH SOLE 0 0 9441 ISHARES TRS&P 500 GRWT ETF464287309339 5625 SH SOLE 0 0 5625 ISHARES TRCORE S&P MCP ETF4642875073442 15216 SH SOLE 0 0 15216 ISHARES TRCOHEN STEER REIT464287564957 15754 SH SOLE 0 0 15754 ISHARES TRS&P MC 400VL ETF464287705284 3005 SH SOLE 0 0 3005 ISHARES TRCORE S&P SCP ETF4642878042775 30029 SH SOLE 0 0 30029 ISHARES TRNATIONAL MUN ETF4642884141420 13350 SH SOLE 0 0 13350 ISHARES TREAFE VALUE ETF464288877216 4971 SH SOLE 0 0 4971 ISHARES TRCMBS ETF46429B366333 6921 SH SOLE 0 0 6921 ISHARES TRCORE MSCI TOTAL46432F834202 3542 SH SOLE 0 0 3542 NEXTERA ENERGY INCCOM65339F101301 3880 SH SOLE 0 0 3880 NUSHARES ETF TRNUVEEN ESG SMLCP67092P607212 6453 SH SOLE 0 0 6453 NUSHARES ETF TRNUVEEN ESG INTL67092P805327 12959 SH SOLE 0 0 12959 PACER FDS TRPACER US SMALL69374H8571477 43843 SH SOLE 0 0 43843 PACER FDS TRUS CASH COWS 10069374H8811780 41318 SH SOLE 0 0 41318 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889221 7655 SH SOLE 0 0 7655 SPDR SER TRBBG CONV SEC ETF78464A3594325 66992 SH SOLE 0 0 66992 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848354 8401 SH SOLE 0 0 8401 SPDR SER TRNUVEEN BLMBRG SH78468R7393310 70035 SH SOLE 0 0 70035 SPDR SER TRPORTFOLIO S&P60078468R853849 23589 SH SOLE 0 0 23589 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420129078 651105 SH SOLE 0 0 651105 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300267 4608 SH SOLE 0 0 4608 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450816985 270765 SH SOLE 0 0 270765 SCHWAB STRATEGIC TRUS SML CAP ETF80852460716359 419572 SH SOLE 0 0 419572 SCHWAB STRATEGIC TRINTL EQTY ETF8085248051762 56038 SH SOLE 0 0 56038 SCHWAB STRATEGIC TRUS AGGREGATE B808524839469 9805 SH SOLE 0 0 9805 SCHWAB STRATEGIC TRSHT TM US TRES808524862580 11783 SH SOLE 0 0 11783 UNITED PARCEL SERVICE INCCL B9113121061773 9713 SH SOLE 0 0 9713 VANECK ETF TRUSTGREEN BOND ETF92189F171242 10280 SH SOLE 0 0 10280 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4072426 48964 SH SOLE 0 0 48964 VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5655164 73608 SH SOLE 0 0 73608 VANGUARD INDEX FDSREAL ESTATE ETF922908553384 4211 SH SOLE 0 0 4211 VANGUARD INDEX FDSMID CAP ETF9229086293151 15996 SH SOLE 0 0 15996 VANGUARD INDEX FDSGROWTH ETF922908736208 935 SH SOLE 0 0 935 VANGUARD INDEX FDSSMALL CP ETF9229087511185 6726 SH SOLE 0 0 6726