0001754960-22-000294.txt : 20221103 0001754960-22-000294.hdr.sgml : 20221103 20221103172453 ACCESSION NUMBER: 0001754960-22-000294 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221103 DATE AS OF CHANGE: 20221103 EFFECTIVENESS DATE: 20221103 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: 221359228 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 09-30-2022 09-30-2022 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 11-03-2022 0 48 122548 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100327 2363 SH SOLE 0 0 2363 COLUMBIA ETF TR IMULTI SEC MUNI19761L607202 10352 SH SOLE 0 0 10352 EXXON MOBIL CORPCOM30231G102330 3778 SH SOLE 0 0 3778 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1043753 56506 SH SOLE 0 0 56506 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M3003194 59274 SH SOLE 0 0 59274 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1085703 117057 SH SOLE 0 0 117057 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P608873 18914 SH SOLE 0 0 18914 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P871371 15123 SH SOLE 0 0 15123 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2001710 36117 SH SOLE 0 0 36117 FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW33739Q408786 13245 SH SOLE 0 0 13245 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F805817 18759 SH SOLE 0 0 18759 GREIF INCCL A397624107581 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1981063 22125 SH SOLE 0 0 22125 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3541634 28262 SH SOLE 0 0 28262 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102237 5846 SH SOLE 0 0 5846 ISHARES TRCORE S&P500 ETF4642872001185 3303 SH SOLE 0 0 3303 ISHARES TRS&P 500 GRWT ETF464287309326 5638 SH SOLE 0 0 5638 ISHARES TRCORE S&P MCP ETF4642875071387 6326 SH SOLE 0 0 6326 ISHARES TRCOHEN STEER REIT464287564546 10183 SH SOLE 0 0 10183 ISHARES TRS&P MC 400VL ETF464287705239 2660 SH SOLE 0 0 2660 ISHARES TRCORE S&P SCP ETF464287804708 8116 SH SOLE 0 0 8116 ISHARES TRNATIONAL MUN ETF464288414528 5146 SH SOLE 0 0 5146 ISHARES TRCMBS ETF46429B366354 7726 SH SOLE 0 0 7726 NEXTERA ENERGY INCCOM65339F101304 3880 SH SOLE 0 0 3880 NUSHARES ETF TRNUVEEN ESG SMLCP67092P607207 6453 SH SOLE 0 0 6453 NUSHARES ETF TRNUVEEN SHRT TERM67092P706384 12917 SH SOLE 0 0 12917 NUSHARES ETF TRNUVEEN ESG INTL67092P805309 13845 SH SOLE 0 0 13845 PACER FDS TRPACER US SMALL69374H8573763 115774 SH SOLE 0 0 115774 PACER FDS TRUS CASH COWS 10069374H8814594 111999 SH SOLE 0 0 111999 SPDR SER TRBBG CONV SEC ETF78464A3594599 72648 SH SOLE 0 0 72648 SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848295 7331 SH SOLE 0 0 7331 SPDR SER TRNUVEEN BLMBRG SH78468R7392757 59819 SH SOLE 0 0 59819 SPDR SER TRPORTFOLIO S&P60078468R853789 23161 SH SOLE 0 0 23161 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420127185 641901 SH SOLE 0 0 641901 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300257 4612 SH SOLE 0 0 4612 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450818102 299062 SH SOLE 0 0 299062 SCHWAB STRATEGIC TRUS SML CAP ETF80852460715915 421022 SH SOLE 0 0 421022 SCHWAB STRATEGIC TRINTL EQTY ETF8085248051638 58241 SH SOLE 0 0 58241 SCHWAB STRATEGIC TRUS AGGREGATE B808524839442 9764 SH SOLE 0 0 9764 SCHWAB STRATEGIC TRSHT TM US TRES808524862438 9067 SH SOLE 0 0 9067 UNITED PARCEL SERVICE INCCL B9113121061569 9713 SH SOLE 0 0 9713 VANECK ETF TRUSTGREEN BOND ETF92189F171225 10018 SH SOLE 0 0 10018 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4071940 40638 SH SOLE 0 0 40638 VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5655245 78326 SH SOLE 0 0 78326 VANGUARD INDEX FDSREAL ESTATE ETF922908553353 4408 SH SOLE 0 0 4408 VANGUARD INDEX FDSMID CAP ETF9229086293021 16071 SH SOLE 0 0 16071 VANGUARD INDEX FDSGROWTH ETF922908736200 937 SH SOLE 0 0 937 VANGUARD INDEX FDSSMALL CP ETF9229087511163 6807 SH SOLE 0 0 6807