Wiser Wealth Management
Latest statistics and disclosures from Wiser Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, JCPB, VEA, COWZ, VGT, and represent 64.46% of Wiser Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BND (+$6.1M), VEA, BNDX, VGT, SLQD, BSV, VOO, AAPL, NVDA, GOOG.
- Started 4 new stock positions in NFLX, V, GOOG, XOM.
- Reduced shares in these 10 stocks: JCPB, COWZ, IAGG, MUB, IEFA, JNJ, LLY, IAU, , PG.
- Sold out of its positions in MUI, IAU, MUB, JNJ, SYRS.
- Wiser Wealth Management was a net buyer of stock by $9.4M.
- Wiser Wealth Management has $356M in assets under management (AUM), dropping by 2.11%.
- Central Index Key (CIK): 0001573263
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Portfolio Holdings for Wiser Wealth Management
Wiser Wealth Management holds 48 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 33.4 | $119M | 221k | 538.81 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 11.5 | $41M | -4% | 892k | 46.07 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.2 | $26M | +7% | 538k | 47.82 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 6.3 | $22M | -4% | 394k | 56.48 |
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| Vanguard World Inf Tech Etf (VGT) | 6.1 | $22M | +3% | 35k | 621.79 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.3 | $19M | +9% | 382k | 49.05 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 5.2 | $19M | +4% | 372k | 49.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $17M | 29k | 588.68 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.1 | $15M | +4% | 190k | 77.27 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.7 | $13M | 123k | 106.04 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.9 | $10M | +140% | 145k | 71.91 |
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| Apple (AAPL) | 0.7 | $2.6M | +11% | 10k | 250.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $2.6M | +3% | 23k | 115.22 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $2.5M | 9.4k | 269.71 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.5M | 8.7k | 289.80 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.6 | $2.3M | -24% | 45k | 49.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $1.9M | +7% | 32k | 58.93 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $1.7M | -2% | 17k | 105.48 |
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| Home Depot (HD) | 0.5 | $1.7M | +2% | 4.4k | 388.99 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.7M | -23% | 24k | 70.28 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.4 | $1.4M | +9% | 28k | 50.85 |
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| Microsoft Corporation (MSFT) | 0.4 | $1.3M | +20% | 3.1k | 421.46 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.2M | +26% | 9.1k | 134.29 |
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| Southern Company (SO) | 0.3 | $1.1M | 13k | 82.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $849k | 1.4k | 585.99 |
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| Amazon (AMZN) | 0.2 | $817k | +20% | 3.7k | 219.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $754k | +35% | 3.8k | 195.82 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $691k | -2% | 9.7k | 71.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $671k | +21% | 3.5k | 189.32 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.2 | $566k | +10% | 24k | 23.97 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $455k | 2.5k | 184.88 |
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| Tesla Motors (TSLA) | 0.1 | $450k | +18% | 1.1k | 403.84 |
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| Procter & Gamble Company (PG) | 0.1 | $448k | -12% | 2.7k | 167.64 |
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| Meta Platforms Cl A (META) | 0.1 | $448k | +24% | 765.00 | 585.51 |
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| Broadcom (AVGO) | 0.1 | $371k | +24% | 1.6k | 231.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $336k | +20% | 741.00 | 453.28 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $306k | +14% | 1.3k | 239.78 |
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| Wal-Mart Stores (WMT) | 0.1 | $299k | +8% | 3.3k | 90.35 |
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| Automatic Data Processing (ADP) | 0.1 | $275k | +2% | 938.00 | 292.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $250k | NEW | 1.3k | 190.49 |
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| Norfolk Southern (NSC) | 0.1 | $249k | 1.1k | 234.70 |
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| UnitedHealth (UNH) | 0.1 | $244k | +14% | 482.00 | 505.86 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $237k | 8.4k | 28.15 |
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| Eli Lilly & Co. (LLY) | 0.1 | $227k | -47% | 294.00 | 772.28 |
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| Visa Com Cl A (V) | 0.1 | $226k | NEW | 716.00 | 316.04 |
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| Lowe's Companies (LOW) | 0.1 | $212k | +3% | 858.00 | 246.79 |
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| Netflix (NFLX) | 0.1 | $210k | NEW | 235.00 | 891.32 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $204k | NEW | 1.9k | 107.56 |
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Past Filings by Wiser Wealth Management
SEC 13F filings are viewable for Wiser Wealth Management going back to 2020
- Wiser Wealth Management 2024 Q4 filed Jan. 14, 2025
- Wiser Wealth Management 2024 Q3 filed Oct. 3, 2024
- Wiser Wealth Management 2024 Q2 filed July 22, 2024
- Wiser Wealth Management 2024 Q1 filed April 19, 2024
- Wiser Wealth Management 2023 Q4 filed Jan. 5, 2024
- Wiser Wealth Management 2023 Q3 filed Oct. 19, 2023
- Wiser Wealth Management 2023 Q2 filed Aug. 2, 2023
- Wiser Wealth Management 2023 Q1 filed May 5, 2023
- Wiser Wealth Management 2022 Q4 filed Feb. 6, 2023
- Wiser Wealth Management 2022 Q3 filed Oct. 11, 2022
- Wiser Wealth Management 2022 Q2 filed July 14, 2022
- Wiser Wealth Management 2022 Q1 filed May 11, 2022
- Wiser Wealth Management 2021 Q4 filed Jan. 27, 2022
- Wiser Wealth Management 2021 Q3 filed Oct. 13, 2021
- Wiser Wealth Management 2021 Q2 filed Aug. 4, 2021
- Wiser Wealth Management 2021 Q1 filed April 14, 2021