Wiser Wealth Management

Wiser Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 29 positions in its portfolio as reported in the September 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 $43M 99k 430.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.3 $23M 282k 81.94
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.3 $18M 346k 50.49
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.0 $13M 100k 131.73
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.6 $12M 218k 56.96
Ishares Tr Core S&p Scp Etf (IJR) 6.2 $12M 107k 109.19
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 5.9 $11M 210k 53.29
Ishares Tr Blackrock Ultra (ICSH) 5.3 $9.9M 197k 50.50
Vanguard Bd Index Fds Intermed Term (BIV) 4.4 $8.3M 92k 89.44
Vanguard World Fds Inf Tech Etf (VGT) 3.5 $6.7M 17k 401.28
Vanguard Bd Index Fds Long Term Bond (BLV) 3.0 $5.7M 56k 102.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $5.6M 113k 50.01
Ishares Tr Global Reit Etf (REET) 2.7 $5.2M 188k 27.41
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $3.0M 57k 52.99
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.1 $2.1M 72k 29.85
Vanguard Index Fds Large Cap Etf (VV) 1.0 $1.9M 9.5k 200.93
Ishares Tr National Mun Etf (MUB) 0.6 $1.2M 9.9k 116.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $1.1M 18k 63.28
Home Depot (HD) 0.6 $1.1M 3.4k 328.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $974k 4.4k 222.17
Apple (AAPL) 0.4 $704k 5.0k 141.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $552k 1.3k 429.24
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $542k 5.0k 107.54
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $298k 3.5k 86.25
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $291k 8.2k 35.51
Ishares Tr Short Treas Bd (SHV) 0.2 $290k 2.6k 110.64
Premier Financial Corp (PFC) 0.1 $261k 8.2k 31.79
Ishares Tr Mbs Etf (MBB) 0.1 $223k 2.1k 108.36
Delta Air Lines Inc Del Com New (DAL) 0.1 $200k 4.7k 42.67