Wiser Wealth Management

Wiser Wealth Management as of March 31, 2021

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 29 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.7 $33M 83k 397.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.3 $18M 217k 82.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.5 $14M 283k 49.11
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.9 $10M 83k 121.78
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 6.7 $9.8M 171k 57.12
Ishares Tr Core S&p Scp Etf (IJR) 6.4 $9.3M 86k 108.53
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 6.1 $8.9M 166k 53.37
Vanguard Bd Index Fds Intermed Term (BIV) 4.3 $6.3M 71k 88.73
Vanguard World Fds Inf Tech Etf (VGT) 3.6 $5.2M 15k 358.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $4.6M 88k 52.05
Vanguard Bd Index Fds Long Term Bond (BLV) 3.1 $4.5M 46k 98.15
Ishares Tr Global Reit Etf (REET) 2.8 $4.1M 160k 25.48
Ishares Tr Blackrock Ultra (ICSH) 2.5 $3.7M 73k 50.52
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.1 $3.0M 61k 49.19
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.5 $2.2M 75k 29.64
Vanguard Index Fds Large Cap Etf (VV) 1.2 $1.8M 9.5k 185.32
Ishares Tr National Mun Etf (MUB) 0.8 $1.2M 10k 116.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.1M 17k 62.70
Home Depot (HD) 0.7 $1.0M 3.4k 305.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $699k 3.4k 206.56
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $536k 5.0k 107.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $510k 1.3k 396.58
Apple (AAPL) 0.3 $413k 3.4k 122.26
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $394k 4.6k 86.20
Ishares Tr Short Treas Bd (SHV) 0.3 $383k 3.5k 110.47
Southern Company (SO) 0.2 $334k 5.4k 62.12
Ishares Tr Mbs Etf (MBB) 0.2 $294k 2.7k 108.29
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $292k 8.2k 35.64
Delta Air Lines Inc Del Com New (DAL) 0.1 $207k 4.3k 48.29