# EDGAR Filing Document

**Accession Number:** 0001703080
**File Stem:** 0001754960-23-000048
**Filing Date:** 2023-1
**Character Count:** 8596
**Document Hash:** bd9e2fc672474c57a9829b78af45bb74
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-23-000048.hdr.sgml**: 20230130

**ACCESSION NUMBER**: 0001754960-23-000048

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230130

**DATE AS OF CHANGE**: 20230130

**EFFECTIVENESS DATE**: 20230130

**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:** 23568539

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MONEYWISE INC.<br>**Address:** 1563 CROSSINGS CENTRE DR STE 100<br>FOREST, VA 24551

**Form 13F File Number:** 028-18003

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  01-30-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 48

**Form 13F Information Table Value Total:** $133705304

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 307365 | 2366 | SH |  | SOLE |  | 0 | 0 | 2366 |
| CSX CORP | COM | 126408103 |  | 201928 | 6518 | SH |  | SOLE |  | 0 | 0 | 6518 |
| COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 |  | 4107031 | 203722 | SH |  | SOLE |  | 0 | 0 | 203722 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 295361 | 2678 | SH |  | SOLE |  | 0 | 0 | 2678 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 4304454 | 57431 | SH |  | SOLE |  | 0 | 0 | 57431 |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 33737M300 |  | 3185375 | 57623 | SH |  | SOLE |  | 0 | 0 | 57623 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 1972283 | 39359 | SH |  | SOLE |  | 0 | 0 | 39359 |
| FIRST TR EXCH TRADED FD III | RIVRFRNT DYN DEV | 33739P608 |  | 1557092 | 29291 | SH |  | SOLE |  | 0 | 0 | 29291 |
| FIRST TR EXCH TRADED FD III | HORIZON MNGD ETF | 33739P871 |  | 321374 | 11833 | SH |  | SOLE |  | 0 | 0 | 11833 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 1159019 | 24447 | SH |  | SOLE |  | 0 | 0 | 24447 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 361012 | 6074 | SH |  | SOLE |  | 0 | 0 | 6074 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 |  | 748418 | 17040 | SH |  | SOLE |  | 0 | 0 | 17040 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 |  | 2690440 | 64786 | SH |  | SOLE |  | 0 | 0 | 64786 |
| GREIF INC | CL A | 397624107 |  | 653835 | 9750 | SH |  | SOLE |  | 0 | 0 | 9750 |
| INVESCO EXCH TRADED FD TR II | S MIDCP LOW | 46138E198 |  | 1145297 | 21411 | SH |  | SOLE |  | 0 | 0 | 21411 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 1759802 | 27540 | SH |  | SOLE |  | 0 | 0 | 27540 |
| INVESCO EXCH TRADED FD TR II | S SMLCP LOW | 46138G102 |  | 261112 | 5847 | SH |  | SOLE |  | 0 | 0 | 5847 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1260033 | 3280 | SH |  | SOLE |  | 0 | 0 | 3280 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 330489 | 5649 | SH |  | SOLE |  | 0 | 0 | 5649 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1333115 | 5511 | SH |  | SOLE |  | 0 | 0 | 5511 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 269360 | 2672 | SH |  | SOLE |  | 0 | 0 | 2672 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 768222 | 8117 | SH |  | SOLE |  | 0 | 0 | 8117 |
| ISHARES TR | CMBS ETF | 46429B366 |  | 370264 | 8065 | SH |  | SOLE |  | 0 | 0 | 8065 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 237077 | 2836 | SH |  | SOLE |  | 0 | 0 | 2836 |
| NUSHARES ETF TR | NUVEEN SHRT TERM | 67092P706 |  | 424317 | 14930 | SH |  | SOLE |  | 0 | 0 | 14930 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 |  | 361130 | 13997 | SH |  | SOLE |  | 0 | 0 | 13997 |
| PACER FDS TR | PACER US SMALL | 69374H857 |  | 5827195 | 162092 | SH |  | SOLE |  | 0 | 0 | 162092 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 11546202 | 249648 | SH |  | SOLE |  | 0 | 0 | 249648 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 201193 | 1186 | SH |  | SOLE |  | 0 | 0 | 1186 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 231005 | 7781 | SH |  | SOLE |  | 0 | 0 | 7781 |
| SPDR SER TR | BBG CONV SEC ETF | 78464A359 |  | 2841156 | 44158 | SH |  | SOLE |  | 0 | 0 | 44158 |
| SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 |  | 2647007 | 56343 | SH |  | SOLE |  | 0 | 0 | 56343 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 809953 | 21908 | SH |  | SOLE |  | 0 | 0 | 21908 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 27454707 | 608078 | SH |  | SOLE |  | 0 | 0 | 608078 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 256449 | 4616 | SH |  | SOLE |  | 0 | 0 | 4616 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 17785781 | 271083 | SH |  | SOLE |  | 0 | 0 | 271083 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 15966933 | 394148 | SH |  | SOLE |  | 0 | 0 | 394148 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1958457 | 60803 | SH |  | SOLE |  | 0 | 0 | 60803 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 435464 | 9539 | SH |  | SOLE |  | 0 | 0 | 9539 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 264178 | 5476 | SH |  | SOLE |  | 0 | 0 | 5476 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1686422 | 9701 | SH |  | SOLE |  | 0 | 0 | 9701 |
| VANECK ETF TRUST | GREEN BOND ETF | 92189F171 |  | 208791 | 9082 | SH |  | SOLE |  | 0 | 0 | 9082 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 1270684 | 26791 | SH |  | SOLE |  | 0 | 0 | 26791 |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 |  | 6875969 | 102550 | SH |  | SOLE |  | 0 | 0 | 102550 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 379810 | 4605 | SH |  | SOLE |  | 0 | 0 | 4605 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3206605 | 15733 | SH |  | SOLE |  | 0 | 0 | 15733 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 200109 | 939 | SH |  | SOLE |  | 0 | 0 | 939 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1266029 | 6898 | SH |  | SOLE |  | 0 | 0 | 6898 |

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