Wiser Wealth Management

Wiser Wealth Management as of June 30, 2021

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 28 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.3 $38M 89k 429.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.1 $20M 243k 82.16
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.6 $16M 305k 51.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.2 $12M 89k 132.87
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 6.6 $11M 190k 57.10
Ishares Tr Core S&p Scp Etf (IJR) 6.4 $11M 93k 112.98
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 5.9 $9.7M 182k 53.37
Vanguard Bd Index Fds Intermed Term (BIV) 4.4 $7.2M 80k 89.96
Vanguard World Fds Inf Tech Etf (VGT) 3.7 $6.1M 15k 398.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $5.2M 95k 54.31
Vanguard Bd Index Fds Long Term Bond (BLV) 3.1 $5.1M 50k 103.03
Ishares Tr Global Reit Etf (REET) 2.9 $4.8M 172k 27.72
Ishares Tr Blackrock Ultra (ICSH) 2.7 $4.5M 89k 50.52
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.9 $3.2M 60k 52.97
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.5 $2.4M 80k 30.01
Vanguard Index Fds Large Cap Etf (VV) 1.2 $1.9M 9.5k 200.78
Ishares Tr National Mun Etf (MUB) 0.7 $1.2M 10k 117.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.1M 18k 65.67
Home Depot (HD) 0.7 $1.1M 3.4k 318.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $857k 3.8k 222.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $550k 1.3k 427.68
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $543k 5.0k 107.80
Apple (AAPL) 0.3 $501k 3.7k 136.96
Southern Company (SO) 0.2 $301k 5.0k 60.56
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $282k 8.2k 34.42
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $261k 3.0k 86.05
Ishares Tr Short Treas Bd (SHV) 0.2 $254k 2.3k 110.34
Delta Air Lines Inc Del Com New (DAL) 0.1 $203k 4.7k 43.31