0001703080-17-000005.txt : 20171010 0001703080-17-000005.hdr.sgml : 20171009 20171010102046 ACCESSION NUMBER: 0001703080-17-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171010 DATE AS OF CHANGE: 20171010 EFFECTIVENESS DATE: 20171010 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: 171129157 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 false false 0001703080 XXXXXXXX 09-30-2017 09-30-2017 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 10-10-2017 0 39 126537 false INFORMATION TABLE 2 13F-HR.xml DELPHAX TECHNOLOGIES COM 24712X106 0 13000 SH SOLE 0 0 13000 GREIF INC CL A 397624107 571 9750 SH SOLE 0 0 9750 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 245 8206 SH SOLE 0 0 8206 ISHARES TR CORE ST USDB ETF 46432F859 308 6117 SH SOLE 0 0 6117 ISHARES TR CORE MSCITOTAL 46432F834 2228 36542 SH SOLE 0 0 36542 ISHARES TR CORE S&P500 ETF 464287200 4236 16747 SH SOLE 0 0 16747 ISHARES TR CORE S&P MCP ETF 464287507 5577 31176 SH SOLE 0 0 31176 ISHARES TR CORE S&P SCP ETF 464287804 3795 51130 SH SOLE 0 0 51130 ISHARES TR 0-5YR HI YL CP 46434V407 387 8087 SH SOLE 0 0 8087 ISHARES TR MIN VOL EAFE ETF 46429B689 6188 87087 SH SOLE 0 0 87087 ISHARES TR NATIONAL MUN ETF 464288414 4327 39029 SH SOLE 0 0 39029 ISHARES RUS TP200 VL ETF 464289420 313 6256 SH SOLE 0 0 6256 ISHARES TR S&P 500 GRWT ETF 464287309 218 1522 SH SOLE 0 0 1522 ISHARES TR S&P MC 400VL ETF 464287705 361 2367 SH SOLE 0 0 2367 ISHARES TR SP SMCP600VL ETF 464287879 216 1458 SH SOLE 0 0 1458 ISHARES TR EAFE SML CP ETF 464288273 214 3447 SH SOLE 0 0 3447 ISHARES TR TIPS BD ETF 464287176 230 2029 SH SOLE 0 0 2029 LEGG MASON ETF EQUITY TR LOW DIVI ETF 52468L406 699 23091 SH SOLE 0 0 23091 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 367 12318 SH SOLE 0 0 12318 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 737 17974 SH SOLE 0 0 17974 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 6267 136869 SH SOLE 0 0 136869 POWERSHARES ETF TR II S&P400 LOVL PT 73937B647 8234 187602 SH SOLE 0 0 187602 POWERSHARES ETF TR II S&P600 LOVL PT 73937B639 6590 143457 SH SOLE 0 0 143457 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9637 287921 SH SOLE 0 0 287921 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 226 8414 SH SOLE 0 0 8414 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 786 15015 SH SOLE 0 0 15015 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 17989 299611 SH SOLE 0 0 299611 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 294 4454 SH SOLE 0 0 4454 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 216 4159 SH SOLE 0 0 4159 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 15921 317727 SH SOLE 0 0 317727 SCHWAB STRATEGIC TR US REIT ETF 808524847 7872 191393 SH SOLE 0 0 191393 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 12049 178844 SH SOLE 0 0 178844 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1563 31725 SH SOLE 0 0 31725 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 212 4437 SH SOLE 0 0 4437 SPDR SER TR NUVN BR SHT MUNI 78468R739 3647 75045 SH SOLE 0 0 75045 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 288 3070 SH SOLE 0 0 3070 VANGUARD INDEX FDS GROWTH ETF 922908736 211 1592 SH SOLE 0 0 1592 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 214 2610 SH SOLE 0 0 2610 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3104 56855 SH SOLE 0 0 56855