Wiser Wealth Management

Wiser Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 27 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.3 $30M 79k 375.38
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.7 $13M 275k 47.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 9.5 $13M 153k 82.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.0 $9.3M 80k 116.22
Ishares Tr Core S&p Scp Etf (IJR) 6.9 $9.2M 100k 91.90
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 6.4 $8.5M 146k 58.55
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 5.7 $7.6M 141k 54.07
Vanguard Bd Index Fds Long Term Bond (BLV) 4.9 $6.5M 59k 109.65
Vanguard Bd Index Fds Intermed Term (BIV) 4.1 $5.4M 59k 92.86
Vanguard World Fds Inf Tech Etf (VGT) 3.7 $4.9M 14k 353.76
Ishares Tr Blackrock Ultra (ICSH) 3.2 $4.3M 85k 50.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $4.1M 83k 50.11
Ishares Tr Global Reit Etf (REET) 2.8 $3.7M 155k 23.93
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.3 $3.1M 67k 46.09
Ishares Tr National Mun Etf (MUB) 1.6 $2.1M 18k 117.20
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.5 $2.1M 67k 30.79
Vanguard Index Fds Large Cap Etf (VV) 1.3 $1.7M 9.7k 175.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.0M 17k 60.19
Home Depot (HD) 0.7 $892k 3.4k 265.71
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $490k 5.7k 86.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $481k 1.3k 374.03
Apple (AAPL) 0.4 $478k 3.6k 132.59
Ishares Tr Short Treas Bd (SHV) 0.4 $475k 4.3k 110.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $401k 2.1k 194.75
Ishares Tr Mbs Etf (MBB) 0.3 $371k 3.4k 110.15
Southern Company (SO) 0.2 $330k 5.4k 61.37
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $275k 8.2k 33.56