0001703080-17-000002.txt : 20170407 0001703080-17-000002.hdr.sgml : 20170407 20170407144118 ACCESSION NUMBER: 0001703080-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170407 DATE AS OF CHANGE: 20170407 EFFECTIVENESS DATE: 20170407 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: 17749155 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 true false 0001703080 XXXXXXXX 12-31-2016 12-31-2016 MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100 FOREST VA 24551

13F HOLDINGS REPORT 028-18003 N Joseph D. Eskridge, Jr. 4343169356 Joseph D. Eskridge, Jr. Forest VA 04-07-2017 0 32 100839 false INFORMATION TABLE 2 13F-HR.xml GREIF INC CL A 397624107 500 9750 SH SOLE 0 0 9750 ISHARES TR CORE ST USDB ETF 46432F859 293 5857 SH SOLE 0 0 5857 ISHARES TR CORE MSCITOTAL 46432F834 1868 37005 SH SOLE 0 0 37005 ISHARES TR CORE S&P500 ETF 464287200 3977 17675 SH SOLE 0 0 17675 ISHARES TR CORE S&P MCP ETF 464287507 5252 31765 SH SOLE 0 0 31765 ISHARES TR CORE S&P SCP ETF 464287804 3656 26583 SH SOLE 0 0 26583 ISHARES TR CORE US AGGBD ET 464287226 259 2395 SH SOLE 0 0 2395 ISHARES TR 0-5YR HI YL CP 46434V407 297 6278 SH SOLE 0 0 6278 ISHARES TR MIN VOL EAFE ETF 46429B689 5082 83014 SH SOLE 0 0 83014 ISHARES TR NATIONAL MUN ETF 464288414 1118 10334 SH SOLE 0 0 10334 ISHARES RUS TP200 VL ETF 464289420 302 6426 SH SOLE 0 0 6426 ISHARES TR S&P MC 400VL ETF 464287705 363 2499 SH SOLE 0 0 2499 ISHARES TR TIPS BD ETF 464287176 234 2066 SH SOLE 0 0 2066 LEGG MASON ETF EQUITY TR LOW DIVI ETF 52468L406 483 16923 SH SOLE 0 0 16923 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 283 10005 SH SOLE 0 0 10005 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 764 19498 SH SOLE 0 0 19498 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 4867 117053 SH SOLE 0 0 117053 POWERSHARES ETF TR II S&P400 LOVL PT 73937B647 6660 163990 SH SOLE 0 0 163990 POWERSHARES ETF TR II S&P600 LOVL PT 73937B639 5484 126311 SH SOLE 0 0 126311 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7495 270771 SH SOLE 0 0 270771 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 266 9127 SH SOLE 0 0 9127 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 848 16467 SH SOLE 0 0 16467 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 14542 273046 SH SOLE 0 0 273046 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 323 5782 SH SOLE 0 0 5782 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 281 5843 SH SOLE 0 0 5843 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13517 299382 SH SOLE 0 0 299382 SCHWAB STRATEGIC TR US REIT ETF 808524847 6612 161107 SH SOLE 0 0 161107 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9977 162286 SH SOLE 0 0 162286 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1015 20982 SH SOLE 0 0 20982 SPDR SER TR NUVN BR SHT MUNI 78468R739 1607 33531 SH SOLE 0 0 33531 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 210 2362 SH SOLE 0 0 2362 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2404 44289 SH SOLE 0 0 44289