Wiser Wealth Management

Wiser Wealth Management as of March 31, 2022

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 28 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.8 $52M 114k 453.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.7 $28M 354k 77.90
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.9 $19M 400k 48.03
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.0 $15M 113k 134.63
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $14M 127k 107.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.1 $13M 251k 52.44
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.9 $13M 123k 104.94
Ishares Tr Blackrock Ultra (ICSH) 4.5 $9.7M 194k 50.15
Vanguard Bd Index Fds Intermed Term (BIV) 4.1 $8.8M 107k 81.90
Vanguard World Fds Inf Tech Etf (VGT) 3.6 $7.7M 19k 416.50
Ishares Tr Global Reit Etf (REET) 3.0 $6.5M 224k 29.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $6.3M 136k 46.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $5.8M 7.3k 795.40
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.4 $3.0M 55k 55.58
Vanguard Bd Index Fds Long Term Bond (BLV) 1.2 $2.6M 28k 91.69
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $2.0M 73k 27.79
Vanguard Index Fds Large Cap Etf (VV) 0.9 $1.9M 9.3k 208.44
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.6M 26k 59.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.6M 6.9k 227.53
Apple (AAPL) 0.6 $1.3M 7.4k 174.55
Home Depot (HD) 0.6 $1.3M 4.3k 299.37
Ishares Tr National Mun Etf (MUB) 0.5 $1.1M 10k 109.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $634k 1.4k 451.57
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $510k 4.9k 104.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $418k 1.2k 352.74
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $311k 8.2k 37.95
Norfolk Southern (NSC) 0.1 $282k 990.00 284.85
Premier Financial Corp (PFC) 0.1 $249k 8.2k 30.33