0001754960-23-000200.txt : 20230724 0001754960-23-000200.hdr.sgml : 20230724 20230724162852 ACCESSION NUMBER: 0001754960-23-000200 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 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: 231105336 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 06-30-2023 06-30-2023 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 07-24-2023 0 49 161273135 false INFORMATION TABLE 2 informationtable30062023.xml SCHWAB STRATEGIC TRUS LRG CAP ETF80852420132345715617638SHSOLE61763800SCHWAB STRATEGIC TRUS MID-CAP ETF80852450818536040260961SHSOLE26096100SCHWAB STRATEGIC TRUS SML CAP ETF80852460716999010388105SHSOLE38810500ISHARES TRCMBS ETF46429B3663589157827SHSOLE782700SCHWAB STRATEGIC TRINTL EQTY ETF808524805199550355975SHSOLE5597500SCHWAB STRATEGIC TRUS AGGREGATE B8085248394343909411SHSOLE941100VANGUARD INDEX FDSREAL ESTATE ETF9229085533655474375SHSOLE437500VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J407124726225517SHSOLE2551700GREIF INCCL A3976241076716789750SHSOLE975000FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N108218846543182SHSOLE4318200FRANKLIN TEMPLETON ETF TRUS MID CP MLTFCT35473P8846539891145655SHSOLE14565500PACER FDS TRPACER US SMALL69374H85710431068256292SHSOLE25629200SPDR SER TRBBG CONV SEC ETF78464A359223913932011SHSOLE3201100SPDR SER TRNUVEEN BLMBRG SH78468R739437049592890SHSOLE9289000VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5658510241124382SHSOLE12438200COLUMBIA ETF TR IMULTI SEC MUNI19761L6077528989367089SHSOLE36708900PACER FDS TRUS CASH COWS 10069374H88113600725284118SHSOLE28411800FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q200123497325907SHSOLE2590700FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M300341897256789SHSOLE5678900VANGUARD INDEX FDSMID CAP ETF922908629335517915240SHSOLE1524000INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354143302322815SHSOLE2281500ISHARES TRCORE S&P500 ETF46428720014747383309SHSOLE330900FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E104430379757323SHSOLE5732300SCHWAB STRATEGIC TRSHT TM US TRES8085248622264354711SHSOLE471100INVESTMENT MANAGERS SER TR IAXS CHANGE FINAN46144X1072146086863SHSOLE686300NUSHARES ETF TRNUVEEN ESG INTL67092P80549872017221SHSOLE1722100NUSHARES ETF TRNUVEEN SHRT TERM67092P70648068915802SHSOLE1580200VANGUARD INDEX FDSSMALL CP ETF92290875114705627394SHSOLE739400VANECK ETF TRUSTGREEN BOND ETF92189F17127458611787SHSOLE1178700AMERICAN CENTY ETF TRUS QUALITY GROW025072307255317936944SHSOLE3694400FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F80573443216627SHSOLE1662700INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E198110893721429SHSOLE2142900ISHARES TRS&P 500 GRWT ETF4642873094006335684SHSOLE568400ISHARES TRS&P MC 400VL ETF4642877052880952689SHSOLE268900ISHARES TRCORE S&P MCP ETF46428750716092376154SHSOLE615400SPDR SER TRPORTFOLIO S&P60078468R85367374017347SHSOLE1734700FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P87134157911984SHSOLE1198400FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P608156016627299SHSOLE2729900SPDR GOLD TRGOLD SHS78463V1072114281186SHSOLE118600ISHARES TRCORE S&P SCP ETF4642878048305898335SHSOLE833500SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8892597917984SHSOLE798400SCHWAB STRATEGIC TRUS LCAP GR ETF8085243003377934507SHSOLE450700APPLE INCCOM0378331004824152487SHSOLE248700EXXON MOBIL CORPCOM30231G1024169183887SHSOLE388700CSX CORPCOM1264081032222646518SHSOLE651800NEXTERA ENERGY INCCOM65339F1012104202836SHSOLE283600VANGUARD INDEX FDSGROWTH ETF922908736266564942SHSOLE94200PROCTER AND GAMBLE COCOM7427181092766961823SHSOLE182300UNITED PARCEL SERVICE INCCL B91131210617389049701SHSOLE970100