0001703080-18-000001.txt : 20180108 0001703080-18-000001.hdr.sgml : 20180108 20180108121459 ACCESSION NUMBER: 0001703080-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180108 DATE AS OF CHANGE: 20180108 EFFECTIVENESS DATE: 20180108 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: 18515563 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 12-31-2017 12-31-2017 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 LYNCHBURG VA 01-08-2018 0 39 133658 false INFORMATION TABLE 2 13F-HR.xml SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19258 301937 SH SOLE 0 0 0 301937 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 15834 297242 SH SOLE 0 0 0 297242 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 12720 182390 SH SOLE 0 0 0 182390 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11373 333821 SH SOLE 0 0 0 333821 SCHWAB STRATEGIC TR US REIT ETF 808524847 8214 197361 SH SOLE 0 0 0 197361 POWERSHARES ETF TR II S&P400 LOVL PT 73937B647 8182 180301 SH SOLE 0 0 0 180301 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 6796 142363 SH SOLE 0 0 0 142363 POWERSHARES ETF TR II S&P600 LOVL PT 73937B639 6654 143874 SH SOLE 0 0 0 143874 ISHARES TR MIN VOL EAFE ETF 46429B689 6464 88568 SH SOLE 0 0 0 88568 ISHARES TR CORE S&P MCP ETF 464287507 5734 30212 SH SOLE 0 0 0 30212 ISHARES TR NATIONAL MUN ETF 464288414 4778 43149 SH SOLE 0 0 0 43149 ISHARES TR CORE S&P500 ETF 464287200 4489 16697 SH SOLE 0 0 0 16697 ISHARES TR CORE S&P SCP ETF 464287804 3976 51768 SH SOLE 0 0 0 51768 SPDR SER TR NUVEEN BLMBRG SR 78468R739 3715 77539 SH SOLE 0 0 0 77539 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3294 60587 SH SOLE 0 0 0 60587 ISHARES TR CORE MSCI TOTAL 46432F834 2416 38298 SH SOLE 0 0 0 38298 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1279 26297 SH SOLE 0 0 0 26297 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 1179 12405 SH SOLE 0 0 0 12405 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 821 15786 SH SOLE 0 0 0 15786 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 768 18110 SH SOLE 0 0 0 18110 LEGG MASON ETF INVESTMENT TR LOW DIVI ETF 52468L406 637 20198 SH SOLE 0 0 0 20198 GREIF INC CL A 397624107 591 9750 SH SOLE 0 0 0 9750 ISHARES TR 0-5YR HI YL CP 46434V407 424 9000 SH SOLE 0 0 0 9000 ISHARES TR S&P MC 400VL ETF 464287705 412 2575 SH SOLE 0 0 0 2575 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 405 13708 SH SOLE 0 0 0 13708 ISHARES RUS TP200 VL ETF 464289420 326 6220 SH SOLE 0 0 0 6220 ISHARES TR CORE ST USDB ETF 46432F859 313 6280 SH SOLE 0 0 0 6280 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 305 4312 SH SOLE 0 0 0 4312 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 278 9122 SH SOLE 0 0 0 9122 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 243 8714 SH SOLE 0 0 0 8714 BB&T CORP COM 054937107 235 4719 SH SOLE 0 0 0 4719 ISHARES TR S&P 500 GRWT ETF 464287309 233 1526 SH SOLE 0 0 0 1526 ISHARES TR EAFE SML CP ETF 464288273 231 3588 SH SOLE 0 0 0 3588 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 228 4179 SH SOLE 0 0 0 4179 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 225 4608 SH SOLE 0 0 0 4608 ISHARES TR SP SMCP600VL ETF 464287879 216 1405 SH SOLE 0 0 0 1405 VANGUARD INDEX FDS REIT ETF 922908553 207 2498 SH SOLE 0 0 0 2498 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 205 4098 SH SOLE 0 0 0 4098 DELPHAX TECHNOLOGIES COM 24712X106 0 13000 SH SOLE 0 0 0 13000