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Wiser Wealth Management

Latest statistics and disclosures from Wiser Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, JCPB, COWZ, VEA, BNDX, and represent 69.81% of Wiser Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$40M), VOO, COWZ, SLQD, VEA, VIOO, VGT, VTI, BNDX, AMZN.
Started 3 new stock positions in JCPB, GOOGL, AMZN.
Reduced shares in these 10 stocks: BSV (-$19M), BIV (-$12M), BLV, BND, MUB, GSST, VWO, VUG, IVV, SUB.
Sold out of its positions in MUB, BLV, BIV, VWO, VUG.
Wiser Wealth Management was a net buyer of stock by $10M.
Wiser Wealth Management has $305M in assets under management (AUM), dropping by 11.09%.
Central Index Key (CIK): 0001573263

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Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 31 positions in its portfolio as reported in the March 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)	34.3	$104M	+4%	217k	480.70	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	13.3	$40M	NEW	867k	46.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	8.8	$27M	+3%	464k	58.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.9	$24M	+3%	477k	50.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.6	$17M	+2%	347k	49.19	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	5.3	$16M	+4%	330k	49.22	View chart
Vanguard World Fds Inf Tech Etf (VGT)	5.1	$16M	+4%	30k	524.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$15M		28k	525.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.7	$14M	-56%	187k	76.67	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	3.9	$12M	+5%	116k	101.50	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$2.3M	-4%	22k	104.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$2.3M		21k	110.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$2.3M		9.4k	239.77	View chart
Home Depot (HD)	0.5	$1.6M		4.3k	383.62	View chart
Apple (AAPL)	0.5	$1.6M	+5%	9.5k	171.48	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.6M	+2%	27k	60.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.4M	+70%	5.4k	259.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$1.3M	+10%	25k	49.95	View chart
Microsoft Corporation (MSFT)	0.2	$715k	+30%	1.7k	420.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$706k		1.4k	522.93	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$662k	-4%	10k	64.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$642k		8.7k	74.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$340k	-87%	4.7k	72.64	View chart
Procter & Gamble Company (PG)	0.1	$306k	+3%	1.9k	162.24	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$295k		8.2k	35.91	View chart
Norfolk Southern (NSC)	0.1	$254k		996.00	254.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$243k		1.3k	182.59	View chart
Amazon (AMZN)	0.1	$240k	NEW	1.3k	180.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$235k	NEW	1.6k	150.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$208k	-8%	4.1k	50.60	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$202k	-77%	4.0k	50.35	View chart

Past Filings by Wiser Wealth Management

SEC 13F filings are viewable for Wiser Wealth Management going back to 2020

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

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