0001754960-19-000011.txt : 20190430 0001754960-19-000011.hdr.sgml : 20190430 20190430160831 ACCESSION NUMBER: 0001754960-19-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190430 DATE AS OF CHANGE: 20190430 EFFECTIVENESS DATE: 20190430 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: 19781736 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 03-31-2019 03-31-2019 MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100 FOREST VA 24551

13F HOLDINGS REPORT 028-18003 N WealthFluent, LLC 9495226561 Aryn Sands Tustin CA 04-30-2019 0 38 116751 true INFORMATION TABLE 2 InformationTableOutput.xml BB&T CORP COM 054937107 215 4129 SH SOLE 0 0 4129 GREIF INC CL A 397624107 509 9750 SH SOLE 0 0 9750 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 327 10726 SH SOLE 0 0 10726 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 6224 138970 SH SOLE 0 0 138970 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 6004 127818 SH SOLE 0 0 127818 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 596 15111 SH SOLE 0 0 15111 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 372 13194 SH SOLE 0 0 13194 INVESCO EXCHNG TRADED FD TR S&P SMLCP LOW 46138G102 5705 126751 SH SOLE 0 0 126751 ISHARES TR CORE S&P500 ETF 464287200 3826 14417 SH SOLE 0 0 14417 ISHARES TR CORE US AGGBD ET 464287226 287 2678 SH SOLE 0 0 2678 ISHARES TR S&P 500 GRWT ETF 464287309 222 1429 SH SOLE 0 0 1429 ISHARES TR CORE S&P MCP ETF 464287507 3577 19072 SH SOLE 0 0 19072 ISHARES TR S&P MC 400VL ETF 464287705 339 2194 SH SOLE 0 0 2194 ISHARES TR CORE S&P SCP ETF 464287804 3284 42648 SH SOLE 0 0 42648 ISHARES TR SP SMCP600VL ETF 464287879 212 1406 SH SOLE 0 0 1406 ISHARES TR EAFE SML CP ETF 464288273 223 3418 SH SOLE 0 0 3418 ISHARES TR NATIONAL MUN ETF 464288414 5173 47486 SH SOLE 0 0 47486 ISHARES TR RUS TP200 VL ETF 464289420 288 5704 SH SOLE 0 0 5704 ISHARES TR MIN VOL EAFE ETF 46429B689 6425 87193 SH SOLE 0 0 87193 ISHARES TR CORE MSCI TOTAL 46432F834 2496 39596 SH SOLE 0 0 39596 ISHARES TR CORE 1 5 YR USD 46432F859 403 8171 SH SOLE 0 0 8171 ISHARES TR 0-5YR HI YL CP 46434V407 395 8451 SH SOLE 0 0 8451 LEGG MASON ETF INVESTMENT TR LOW DIVI ETF 52468L406 378 12782 SH SOLE 0 0 12782 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 223 4814 SH SOLE 0 0 4814 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1330 27718 SH SOLE 0 0 27718 SPDR SER TR NUVEEN BLMBRG SR 78468R739 3733 78058 SH SOLE 0 0 78058 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15872 251611 SH SOLE 0 0 251611 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 273 3805 SH SOLE 0 0 3805 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 174 3292 SH SOLE 0 0 3292 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10940 206885 SH SOLE 0 0 206885 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10773 155831 SH SOLE 0 0 155831 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 237 8254 SH SOLE 0 0 8254 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11098 329211 SH SOLE 0 0 329211 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 753 14758 SH SOLE 0 0 14758 SCHWAB STRATEGIC TR US REIT ETF 808524847 6807 177954 SH SOLE 0 0 177954 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 345 6928 SH SOLE 0 0 6928 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 3469 38153 SH SOLE 0 0 38153 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3247 59320 SH SOLE 0 0 59320