0001754960-23-000289.txt : 20231023 0001754960-23-000289.hdr.sgml : 20231023 20231023171220 ACCESSION NUMBER: 0001754960-23-000289 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231023 DATE AS OF CHANGE: 20231023 EFFECTIVENESS DATE: 20231023 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: 231340556 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 09-30-2023 09-30-2023 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 10-23-2023 0 50 159440898 false INFORMATION TABLE 2 informationtable30092023.xml SCHWAB STRATEGIC TRUS LRG CAP ETF80852420129889001590692SHSOLE59069200SCHWAB STRATEGIC TRUS MID-CAP ETF80852450816100312237889SHSOLE23788900SCHWAB STRATEGIC TRUS SML CAP ETF80852460714713088355217SHSOLE35521700ISHARES TRCMBS ETF46429B3663779768392SHSOLE839200SCHWAB STRATEGIC TRINTL EQTY ETF808524805195727957635SHSOLE5763500SCHWAB STRATEGIC TRUS AGGREGATE B8085248394169569427SHSOLE942700VANGUARD INDEX FDSREAL ESTATE ETF9229085533632534801SHSOLE480100VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J407116658324390SHSOLE2439000GREIF INCCL A3976241076513989750SHSOLE975000AMERICAN CENTY ETF TRUS QUALITY GROW025072307591421587761SHSOLE8776100FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N108218833844770SHSOLE4477000FRANKLIN TEMPLETON ETF TRUS MID CP MLTFCT35473P8848284398192840SHSOLE19284000PACER FDS TRPACER US SMALL69374H85711968830287022SHSOLE28702200SPDR SER TRNUVEEN BLMBRG SH78468R7395304238114736SHSOLE11473600VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C5658799247132639SHSOLE13263900FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q200126215826718SHSOLE2671800ISHARES TRCORE S&P500 ETF46428720014455513366SHSOLE336600ISHARES TRS&P 500 GRWT ETF4642873094380586402SHSOLE640200SPDR S&P 500 ETF TRTR UNIT78462F103279949655SHSOLE65500FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M300314431555790SHSOLE5579000VANGUARD INDEX FDSMID CAP ETF922908629289368513896SHSOLE1389600COLUMBIA ETF TR IMULTI SEC MUNI19761L6078098648415315SHSOLE41531500INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354108430118444SHSOLE1844400FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E104404683954962SHSOLE5496200SCHWAB STRATEGIC TRSHT TM US TRES8085248622280234761SHSOLE476100INVESTMENT MANAGERS SER TR IAXS CHANGE FINAN46144X1072031566863SHSOLE686300NUSHARES ETF TRNUVEEN ESG INTL67092P80547031417215SHSOLE1721500NUSHARES ETF TRNUVEEN SHRT TERM67092P70639340014490SHSOLE1449000PACER FDS TRUS CASH COWS 10069374H88114057239284387SHSOLE28438700VANGUARD INDEX FDSSMALL CP ETF92290875111995966345SHSOLE634500VANECK ETF TRUSTGREEN BOND ETF92189F17127320412051SHSOLE1205100FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F80571042316893SHSOLE1689300SPDR SER TRBBG CONV SEC ETF78464A359121708617951SHSOLE1795100ISHARES TRS&P MC 400VL ETF4642877052714222689SHSOLE268900SPDR SER TRPORTFOLIO S&P60078468R85363220517133SHSOLE1713300FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P87132684712121SHSOLE1212100FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P608152063327359SHSOLE2735900ISHARES TRCORE S&P MCP ETF46428750714873585965SHSOLE596500SPDR GOLD TRGOLD SHS78463V1072033401186SHSOLE118600INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E19899744820286SHSOLE2028600ISHARES TRCORE S&P SCP ETF4642878047702108165SHSOLE816500SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8892516388115SHSOLE811500SCHWAB STRATEGIC TRUS LCAP GR ETF8085243003279684510SHSOLE451000APPLE INCCOM0378331004236612475SHSOLE247500EXXON MOBIL CORPCOM30231G1024487003816SHSOLE381600SEELOS THERAPEUTICS INCCOM81577F109234312731SHSOLE1273100CSX CORPCOM1264081032004296518SHSOLE651800VANGUARD INDEX FDSGROWTH ETF922908736256888943SHSOLE94300PROCTER AND GAMBLE COCOM7427181092666561828SHSOLE182800UNITED PARCEL SERVICE INCCL B91131210615120959701SHSOLE970100