0001703080-18-000003.txt : 20180719 0001703080-18-000003.hdr.sgml : 20180719 20180719145026 ACCESSION NUMBER: 0001703080-18-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180719 DATE AS OF CHANGE: 20180719 EFFECTIVENESS DATE: 20180719 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: 18960351 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 true 0001703080 XXXXXXXX 06-30-2018 06-30-2018 MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100 FOREST VA 24551

13F HOLDINGS REPORT 028-18003 N Joe Eskridge 434-316-9356 Joe Eskridge Forest VA 07-19-2018 0 39 116883 false INFORMATION TABLE 2 InformationTableOutput.xml BB&T CORP COM 054937107 208 4129 SH SOLE 0 0 4129 FIRST TR EXCHANG TRADED FD I MANAGD MUN ETF 33739N108 1177 22342 SH SOLE 0 0 22342 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 451 8806 SH SOLE 0 0 8806 GREIF INC CL A 397624107 516 9750 SH SOLE 0 0 9750 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 370 12169 SH SOLE 0 0 12169 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 6301 132896 SH SOLE 0 0 132896 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 568 13840 SH SOLE 0 0 13840 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 343 12916 SH SOLE 0 0 12916 INVESCO EXCHNG TRADED FD TR S&P SMLCP LOW 46138G102 6192 128141 SH SOLE 0 0 128141 ISHARES TR CORE S&P500 ETF 464287200 4100 15016 SH SOLE 0 0 15016 ISHARES TR CORE US AGGBD ET 464287226 304 2855 SH SOLE 0 0 2855 ISHARES TR S&P 500 GRWT ETF 464287309 237 1457 SH SOLE 0 0 1457 ISHARES TR CORE S&P MCP ETF 464287507 3738 19193 SH SOLE 0 0 19193 ISHARES TR S&P MC 400VL ETF 464287705 335 2069 SH SOLE 0 0 2069 ISHARES TR CORE S&P SCP ETF 464287804 3626 43447 SH SOLE 0 0 43447 ISHARES TR SP SMCP600VL ETF 464287879 213 1304 SH SOLE 0 0 1304 ISHARES TR EAFE SML CP ETF 464288273 241 3848 SH SOLE 0 0 3848 ISHARES TR NATIONAL MUN ETF 464288414 4671 42833 SH SOLE 0 0 42833 ISHARES TR RUS TP200 VL ETF 464289420 290 5704 SH SOLE 0 0 5704 ISHARES TR MIN VOL EAFE ETF 46429B689 6488 91194 SH SOLE 0 0 91194 ISHARES TR CORE MSCI TOTAL 46432F834 2455 40820 SH SOLE 0 0 40820 ISHARES TR CORE 1 5 YR USD 46432F859 403 8211 SH SOLE 0 0 8211 ISHARES TR 0-5YR HI YL CP 46434V407 439 9421 SH SOLE 0 0 9421 LEGG MASON ETF INVESTMENT TR LOW DIVI ETF 52468L406 378 12651 SH SOLE 0 0 12651 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 248 5150 SH SOLE 0 0 5150 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1379 28996 SH SOLE 0 0 28996 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4052 84445 SH SOLE 0 0 84445 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 17158 264010 SH SOLE 0 0 264010 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 288 3805 SH SOLE 0 0 3805 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11199 204021 SH SOLE 0 0 204021 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11908 161859 SH SOLE 0 0 161859 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 240 9265 SH SOLE 0 0 9265 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11651 352523 SH SOLE 0 0 352523 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 709 13993 SH SOLE 0 0 13993 SCHWAB STRATEGIC TR US REIT ETF 808524847 7646 183016 SH SOLE 0 0 183016 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 348 7000 SH SOLE 0 0 7000 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 2356 26583 SH SOLE 0 0 26583 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3437 62825 SH SOLE 0 0 62825 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 222 2730 SH SOLE 0 0 2730