0001703080-17-000003.txt : 20170407 0001703080-17-000003.hdr.sgml : 20170407 20170407151344 ACCESSION NUMBER: 0001703080-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 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: 17749340 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 03-31-2017 03-31-2017 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 34 110392 false INFORMATION TABLE 2 13F-HR.xml DELPHAX TECHNOLOGIES COM 24712X106 0 13000 SH SOLE 0 0 13000 GREIF INC CL A 397624107 537 9750 SH SOLE 0 0 9750 ISHARES TR CORE ST USDB ETF 46432F859 301 6012 SH SOLE 0 0 6012 ISHARES TR CORE MSCITOTAL 46432F834 2101 38378 SH SOLE 0 0 38378 ISHARES TR CORE S&P500 ETF 464287200 4218 17779 SH SOLE 0 0 17779 ISHARES TR CORE S&P MCP ETF 464287507 5321 31076 SH SOLE 0 0 31076 ISHARES TR CORE S&P SCP ETF 464287804 3493 50499 SH SOLE 0 0 50499 ISHARES TR CORE US AGGBD ET 464287226 263 2426 SH SOLE 0 0 2426 ISHARES TR 0-5YR HI YL CP 46434V407 328 6866 SH SOLE 0 0 6866 ISHARES TR MIN VOL EAFE ETF 46429B689 5538 83913 SH SOLE 0 0 83913 ISHARES TR NATIONAL MUN ETF 464288414 2815 25838 SH SOLE 0 0 25838 ISHARES RUS TP200 VL ETF 464289420 311 6462 SH SOLE 0 0 6462 ISHARES TR S&P 500 GRWT ETF 464287309 209 1588 SH SOLE 0 0 1588 ISHARES TR S&P MC 400VL ETF 464287705 351 2366 SH SOLE 0 0 2366 ISHARES TR TIPS BD ETF 464287176 237 2066 SH SOLE 0 0 2066 LEGG MASON ETF EQUITY TR LOW DIVI ETF 52468L406 637 21420 SH SOLE 0 0 21420 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 319 10993 SH SOLE 0 0 10993 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 699 17262 SH SOLE 0 0 17262 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 5272 121271 SH SOLE 0 0 121271 POWERSHARES ETF TR II S&P400 LOVL PT 73937B647 7182 169716 SH SOLE 0 0 169716 POWERSHARES ETF TR II S&P600 LOVL PT 73937B639 5510 128553 SH SOLE 0 0 128553 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8471 283606 SH SOLE 0 0 283606 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 297 9490 SH SOLE 0 0 9490 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 821 15850 SH SOLE 0 0 15850 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15885 282296 SH SOLE 0 0 282296 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 340 5614 SH SOLE 0 0 5614 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 286 5748 SH SOLE 0 0 5748 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 14394 304124 SH SOLE 0 0 304124 SCHWAB STRATEGIC TR US REIT ETF 808524847 7108 174294 SH SOLE 0 0 174294 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10457 166039 SH SOLE 0 0 166039 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1138 23277 SH SOLE 0 0 23277 SPDR SER TR NUVN BR SHT MUNI 78468R739 2775 57281 SH SOLE 0 0 57281 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 236 2621 SH SOLE 0 0 2621 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2542 46967 SH SOLE 0 0 46967