0001754960-24-000161.txt : 20240422 0001754960-24-000161.hdr.sgml : 20240422 20240422101956 ACCESSION NUMBER: 0001754960-24-000161 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONEYWISE, INC. CENTRAL INDEX KEY: 0001703080 ORGANIZATION NAME: 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: 24859841 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 03-31-2024 03-31-2024 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 04-22-2024 0 59 183980412 false INFORMATION TABLE 2 HSCInfoTable.xml SCHWAB STRATEGIC TRUS LRG CAP ETF80852420132697989526877SHSOLE52687700SCHWAB STRATEGIC TRUS MID-CAP ETF80852450813157206161577SHSOLE16157700SCHWAB STRATEGIC TRUS SML CAP ETF80852460712587237255630SHSOLE25563000GREIF INCCL A3976241076732389750SHSOLE975000NORTHERN LTS FD TR IVINSPIRE 100 ETF66538H534315406681061SHSOLE8106100BLACKROCK ETF TRUST IIFLEXIBLE INCOME0925286034601138771SHSOLE877100ISHARES TRCORE DIV GRWTH46434V62187237015025SHSOLE1502500ISHARES TRCORE S&P TTL STK4642871501038515690071SHSOLE9007100ISHARES TRRUS MD CP GR ETF4642874818705117627SHSOLE762700ISHARES TRS&P 500 GRWT ETF464287309221633126247SHSOLE2624700PACER FDS TRPACER US SMALL69374H85712234263248866SHSOLE24886600SPDR S&P 500 ETF TRTR UNIT78462F10341948388020SHSOLE802000VANGUARD INDEX FDSLARGE CAP ETF922908637314782913129SHSOLE1312900FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q20098085720329SHSOLE2032900ISHARES TRCORE S&P500 ETF46428720020161083835SHSOLE383500ISHARES TREAFE GRWTH ETF4642888853496573369SHSOLE336900ISHARES TREAFE VALUE ETF46428887787271716043SHSOLE1604300ISHARES INCMSCI EMRG CHN46434G7644297527465SHSOLE746500ISHARES TRRUSSELL 3000 ETF464287689304465210146SHSOLE1014600ISHARES TRUS INFRASTRUC46435U71344942310365SHSOLE1036500ISHARES TRU.S. TECH ETF4642877213489822584SHSOLE258400ISHARES TRCMBS ETF46429B3663225416848SHSOLE684800SCHWAB STRATEGIC TRINTL EQTY ETF808524805186389047768SHSOLE4776800SCHWAB STRATEGIC TRUS AGGREGATE B8085248393484507575SHSOLE757500VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J40778878216035SHSOLE1603500FRANKLIN TEMPLETON ETF TRUS MID CP MLTFCT35473P8846880001128694SHSOLE12869400COLUMBIA ETF TR IMULTI SEC MUNI19761L6077354922355998SHSOLE35599800FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N108182654335564SHSOLE3556400INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354114323917356SHSOLE1735600SPDR SER TRNUVEEN BLMBRG SH78468R739413083587075SHSOLE8707500VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C565529886477232SHSOLE7723200VANGUARD MUN BD FDSTAX EXEMPT BD922907746173074834205SHSOLE3420500FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E104308501136019SHSOLE3601900FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP33737M300300811545789SHSOLE4578900ISHARES TRCORE TOTAL USD46434V613358094778547SHSOLE7854700AMERICAN CENTY ETF TRUS QUALITY GROW0250723078518798100292SHSOLE10029200PACER FDS TRUS CASH COWS 10069374H88111979073206145SHSOLE20614500ISHARES TRCORE US AGGBD ET4642872262046212089SHSOLE208900VANGUARD INDEX FDSMID CAP ETF922908629261139610451SHSOLE1045100VANGUARD INDEX FDSSMALL CP ETF92290875113091035727SHSOLE572700ISHARES TRS&P MC 400GR ETF4642876062294642515SHSOLE251500TIMOTHY PLANHIG DV STK ETF887432326192237453148SHSOLE5314800SPDR SER TRPORTFOLIO S&P60078468R85355752412954SHSOLE1295400FIRST TR EXCH TRADED FD IIIRIVRFRNT DYN DEV33739P608132242920576SHSOLE2057600ISHARES TRCORE S&P MCP ETF464287507170943228143SHSOLE2814300FIRST TR EXCH TRADED FD IIIHORIZON MNGD ETF33739P87133192111340SHSOLE1134000SPDR GOLD TRGOLD SHS78463V1072439841186SHSOLE118600INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW46138E198109241419369SHSOLE1936900FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8053895998936SHSOLE893600SCHWAB STRATEGIC TRUS LCAP GR ETF8085243003989834303SHSOLE430300ISHARES TRCORE S&P SCP ETF4642878048647457824SHSOLE782400INVESTMENT MANAGERS SER TR IAXS CHANGE FINAN46144X1073582509766SHSOLE976600NUSHARES ETF TRNUVEEN ESG INTL67092P80531261810062SHSOLE1006200BWX TECHNOLOGIES INCCOM05605H1002690702622SHSOLE262200APPLE INCCOM0378331004192542445SHSOLE244500EXXON MOBIL CORPCOM30231G1024460463837SHSOLE383700CSX CORPCOM1264081032416226518SHSOLE651800VANGUARD INDEX FDSGROWTH ETF922908736301582876SHSOLE87600UNITED PARCEL SERVICE INCCL B91131210614399279688SHSOLE968800