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 66.20% of Wiser Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, IEFA, SO, JCPB, BND, IAGG, LLY, FTEC, Bitwise Ethereum Etf, VGT.
- Started 14 new stock positions in Bitwise Ethereum Etf, JNJ, IAU, SO, LLY, ADP, TSLA, LOW, UNH, SYRS. FTEC, WMT, MUI, AVGO.
- Reduced shares in these 10 stocks: VOO, COWZ, VEA, SUB, BSV, SPTM, HD, VV, NSC, MUB.
- Wiser Wealth Management was a net buyer of stock by $9.6M.
- Wiser Wealth Management has $349M in assets under management (AUM), dropping by 8.01%.
- Central Index Key (CIK): 0001573263
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Portfolio Holdings for Wiser Wealth Management
Wiser Wealth Management holds 49 positions in its portfolio as reported in the September 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) | 33.3 | $116M | 220k | 527.67 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 12.9 | $45M | +2% | 931k | 48.24 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.6 | $27M | 501k | 52.81 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 6.8 | $24M | -4% | 412k | 57.83 |
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| Vanguard World Inf Tech Etf (VGT) | 5.7 | $20M | 34k | 586.52 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 5.2 | $18M | 357k | 50.43 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.0 | $18M | 350k | 50.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $17M | +14% | 29k | 576.83 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.1 | $14M | 182k | 78.69 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.8 | $13M | 121k | 108.18 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.3 | $4.5M | +22% | 60k | 75.11 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.9 | $3.1M | +23% | 60k | 51.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $2.6M | 22k | 116.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $2.5M | 9.4k | 263.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.5M | +12% | 8.7k | 283.15 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $2.4M | +103% | 31k | 78.05 |
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| Apple (AAPL) | 0.6 | $2.2M | +7% | 9.3k | 232.99 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $1.9M | +3% | 30k | 64.74 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $1.8M | -9% | 17k | 106.19 |
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| Home Depot (HD) | 0.5 | $1.8M | 4.3k | 405.19 |
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| Southern Company (SO) | 0.3 | $1.2M | NEW | 13k | 90.18 |
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| Microsoft Corporation (MSFT) | 0.3 | $1.1M | +11% | 2.6k | 430.29 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.2 | $870k | +28% | 25k | 34.59 |
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| NVIDIA Corporation (NVDA) | 0.2 | $867k | +14% | 7.1k | 121.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $837k | +9% | 1.5k | 573.93 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $697k | 9.9k | 70.06 |
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| Amazon (AMZN) | 0.2 | $578k | +8% | 3.1k | 186.33 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $564k | 5.2k | 108.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $561k | +64% | 2.8k | 198.05 |
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| Procter & Gamble Company (PG) | 0.2 | $528k | +25% | 3.0k | 173.19 |
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| Eli Lilly & Co. (LLY) | 0.1 | $499k | NEW | 563.00 | 886.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $482k | +4% | 2.9k | 165.86 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $429k | NEW | 2.5k | 174.50 |
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| Bitwise Ethereum Etf SHS | 0.1 | $396k | NEW | 21k | 18.62 |
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| Meta Platforms Cl A (META) | 0.1 | $352k | +18% | 614.00 | 572.44 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $285k | 8.4k | 33.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $283k | +13% | 615.00 | 460.26 |
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| Johnson & Johnson (JNJ) | 0.1 | $260k | NEW | 1.6k | 162.06 |
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| Norfolk Southern (NSC) | 0.1 | $259k | 1.0k | 248.50 |
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| Automatic Data Processing (ADP) | 0.1 | $253k | NEW | 915.00 | 276.67 |
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| Wal-Mart Stores (WMT) | 0.1 | $247k | NEW | 3.1k | 80.75 |
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| UnitedHealth (UNH) | 0.1 | $246k | NEW | 421.00 | 584.68 |
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| Tesla Motors (TSLA) | 0.1 | $245k | NEW | 937.00 | 261.63 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $236k | +8% | 1.1k | 210.89 |
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| Lowe's Companies (LOW) | 0.1 | $225k | NEW | 831.00 | 271.01 |
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| Broadcom (AVGO) | 0.1 | $221k | NEW | 1.3k | 172.50 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $203k | NEW | 4.1k | 49.70 |
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| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.0 | $140k | NEW | 11k | 12.58 |
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| Syros Pharmaceuticals Com New (SYRS) | 0.0 | $22k | NEW | 10k | 2.15 |
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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 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
- Wiser Wealth Management 2020 Q4 filed Feb. 9, 2021