0001754960-23-000048.txt : 20230130 0001754960-23-000048.hdr.sgml : 20230130 20230130164916 ACCESSION NUMBER: 0001754960-23-000048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230130 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: 23568539 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 X0202 13F-HR LIVE false false false 0001703080 XXXXXXXX 12-31-2022 12-31-2022 MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100 FOREST VA 24551

13F HOLDINGS REPORT 028-18003 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 01-30-2023 0 48 133705304 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100307365 2366 SH SOLE 0 0 2366 CSX CORPCOM126408103201928 6518 SH SOLE 0 0 6518 COLUMBIA ETF TR IMULTI SEC MUNI19761L6074107031 203722 SH SOLE 0 0 203722 EXXON MOBIL CORPCOM30231G102295361 2678 SH SOLE 0 0 2678 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1044304454 57431 SH SOLE 0 0 57431 FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M3003185375 57623 SH SOLE 0 0 57623 FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1081972283 39359 SH SOLE 0 0 39359 FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P6081557092 29291 SH SOLE 0 0 29291 FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P871321374 11833 SH SOLE 0 0 11833 FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q2001159019 24447 SH SOLE 0 0 24447 FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW33739Q408361012 6074 SH SOLE 0 0 6074 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F805748418 17040 SH SOLE 0 0 17040 FRANKLIN TEMPLETON ETF TRUS MID CP MLTFCT35473P8842690440 64786 SH SOLE 0 0 64786 GREIF INCCL A397624107653835 9750 SH SOLE 0 0 9750 INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E1981145297 21411 SH SOLE 0 0 21411 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3541759802 27540 SH SOLE 0 0 27540 INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW46138G102261112 5847 SH SOLE 0 0 5847 ISHARES TRCORE S&P500 ETF4642872001260033 3280 SH SOLE 0 0 3280 ISHARES TRS&P 500 GRWT ETF464287309330489 5649 SH SOLE 0 0 5649 ISHARES TRCORE S&P MCP ETF4642875071333115 5511 SH SOLE 0 0 5511 ISHARES TRS&P MC 400VL ETF464287705269360 2672 SH SOLE 0 0 2672 ISHARES TRCORE S&P SCP ETF464287804768222 8117 SH SOLE 0 0 8117 ISHARES TRCMBS ETF46429B366370264 8065 SH SOLE 0 0 8065 NEXTERA ENERGY INCCOM65339F101237077 2836 SH SOLE 0 0 2836 NUSHARES ETF TRNUVEEN SHRT TERM67092P706424317 14930 SH SOLE 0 0 14930 NUSHARES ETF TRNUVEEN ESG INTL67092P805361130 13997 SH SOLE 0 0 13997 PACER FDS TRPACER US SMALL69374H8575827195 162092 SH SOLE 0 0 162092 PACER FDS TRUS CASH COWS 10069374H88111546202 249648 SH SOLE 0 0 249648 SPDR GOLD TRGOLD SHS78463V107201193 1186 SH SOLE 0 0 1186 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889231005 7781 SH SOLE 0 0 7781 SPDR SER TRBBG CONV SEC ETF78464A3592841156 44158 SH SOLE 0 0 44158 SPDR SER TRNUVEEN BLMBRG SH78468R7392647007 56343 SH SOLE 0 0 56343 SPDR SER TRPORTFOLIO S&P60078468R853809953 21908 SH SOLE 0 0 21908 SCHWAB STRATEGIC TRUS LRG CAP ETF80852420127454707 608078 SH SOLE 0 0 608078 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300256449 4616 SH SOLE 0 0 4616 SCHWAB STRATEGIC TRUS MID-CAP ETF80852450817785781 271083 SH SOLE 0 0 271083 SCHWAB STRATEGIC TRUS SML CAP ETF80852460715966933 394148 SH SOLE 0 0 394148 SCHWAB STRATEGIC TRINTL EQTY ETF8085248051958457 60803 SH SOLE 0 0 60803 SCHWAB STRATEGIC TRUS AGGREGATE B808524839435464 9539 SH SOLE 0 0 9539 SCHWAB STRATEGIC TRSHT TM US TRES808524862264178 5476 SH SOLE 0 0 5476 UNITED PARCEL SERVICE INCCL B9113121061686422 9701 SH SOLE 0 0 9701 VANECK ETF TRUSTGREEN BOND ETF92189F171208791 9082 SH SOLE 0 0 9082 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4071270684 26791 SH SOLE 0 0 26791 VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5656875969 102550 SH SOLE 0 0 102550 VANGUARD INDEX FDSREAL ESTATE ETF922908553379810 4605 SH SOLE 0 0 4605 VANGUARD INDEX FDSMID CAP ETF9229086293206605 15733 SH SOLE 0 0 15733 VANGUARD INDEX FDSGROWTH ETF922908736200109 939 SH SOLE 0 0 939 VANGUARD INDEX FDSSMALL CP ETF9229087511266029 6898 SH SOLE 0 0 6898