0001754960-26-000329.txt : 20260427 0001754960-26-000329.hdr.sgml : 20260427 20260427134607 ACCESSION NUMBER: 0001754960-26-000329 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260427 DATE AS OF CHANGE: 20260427 EFFECTIVENESS DATE: 20260427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONEYWISE, INC. CENTRAL INDEX KEY: 0001703080 ORGANIZATION NAME: EIN: 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: 26899081 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 X0202 13F-HR LIVE false false false 0001703080 XXXXXXXX 03-31-2026 03-31-2026 MONEYWISE, INC.

1563 CROSSINGS CENTRE DR STE 100 FOREST VA 24551

13F HOLDINGS REPORT 028-18003 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 04-27-2026 0 82 229008057 false INFORMATION TABLE 2 informationtable31032026.xml ISHARES TR7-10 YR TRSY BD464287440700250473371SHSOLE7337100ISHARES TRCORE MSCI EAFE46432F842847462393611SHSOLE9361100ISHARES TRCORE S&P TTL STK464287150835964258693SHSOLE5869300ISHARES TRMSCI EMG MKT ETF4642872346932092122065SHSOLE12206500ISHARES TRRUSSELL 2000 ETF464287655562052222663SHSOLE2266300ISHARES TRRUS 2000 GRW ETF464287648513492616363SHSOLE1636300ISHARES TRRUS 2000 VAL ETF464287630685441836154SHSOLE3615400ISHARES TRRUSSELL 3000 ETF4642876891493374140287SHSOLE4028700SELECT SECTOR SPDR TRSTATE STREET ENE81369Y5066239396101851SHSOLE10185100SELECT SECTOR SPDR TRSTATE STREET MAT81369Y1006205299124180SHSOLE12418000VANGUARD INDEX FDSLARGE CAP ETF9229086371360873545537SHSOLE4553700VANGUARD INDEX FDSSMALL CP ETF92290875124701759431SHSOLE943100GREIF INCCL A3976241076539339750SHSOLE975000STRATEGY SHSEVENTIDE SMALL 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