0001703080-17-000004.txt : 20170731
0001703080-17-000004.hdr.sgml : 20170731
20170731121427
ACCESSION NUMBER: 0001703080-17-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170731
DATE AS OF CHANGE: 20170731
EFFECTIVENESS DATE: 20170731
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: 17992114
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
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0001703080
XXXXXXXX
06-30-2017
06-30-2017
MONEYWISE, INC.
1563 CROSSINGS CENTRE DR STE 100
FOREST
VA
24551
13F HOLDINGS REPORT
028-18003
N
Joseph D. Eskridge, Jr.
Principal, Chief Investment Officer and Chief Compliance Off
4343169356
Joseph D. Eskridge, Jr.
Forest
VA
07-31-2017
0
39
117415
false
INFORMATION TABLE
2
13F-HR.xml
DELPHAX TECHNOLOGIES
COM
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GREIF INC
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0
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INDEXIQ ETF TR
HEDGE MLTI ETF
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219
7454
SH
SOLE
0
0
7454
ISHARES TR
CORE ST USDB ETF
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6842
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SOLE
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0
6842
ISHARES TR
CORE MSCITOTAL
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2144
37386
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SOLE
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ISHARES TR
CORE S&P500 ETF
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SH
SOLE
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ISHARES TR
CORE S&P MCP ETF
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30564
ISHARES TR
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ISHARES TR
CORE US AGGBD ET
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SSGA ACTIVE ETF TR
SPDR TR TACTIC
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SPDR SER TR
NUVN BR SHT MUNI
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VANGUARD BD INDEX FD INC
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VANGUARD CHARLOTTE FDS
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