Wiser Wealth Management

Wiser Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 30 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.9 $49M 103k 476.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 13.0 $27M 330k 80.83
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.1 $19M 366k 51.06
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.4 $15M 104k 145.56
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $13M 112k 114.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.2 $13M 231k 55.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.8 $12M 112k 105.88
Ishares Tr Blackrock Ultra (ICSH) 4.6 $9.4M 186k 50.39
Vanguard Bd Index Fds Intermed Term (BIV) 4.3 $8.8M 100k 87.62
Vanguard World Fds Inf Tech Etf (VGT) 3.9 $7.9M 17k 458.17
Ishares Tr Global Reit Etf (REET) 3.0 $6.1M 201k 30.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $6.0M 121k 49.46
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $3.2M 55k 58.45
Vanguard Bd Index Fds Long Term Bond (BLV) 1.5 $3.0M 29k 102.91
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $2.1M 72k 29.62
Vanguard Index Fds Large Cap Etf (VV) 1.0 $2.1M 9.4k 221.02
Home Depot (HD) 0.8 $1.7M 4.1k 414.96
Ishares Tr National Mun Etf (MUB) 0.6 $1.2M 9.9k 116.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.1M 4.7k 241.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $1.1M 18k 63.57
Apple (AAPL) 0.5 $1.0M 5.8k 177.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $612k 1.3k 474.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $545k 5.1k 107.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $347k 1.2k 299.14
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $337k 8.2k 41.13
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $280k 3.3k 85.39
Ishares Tr Short Treas Bd (SHV) 0.1 $274k 2.5k 110.44
Premier Financial Corp (PFC) 0.1 $254k 8.2k 30.94
Qualcomm (QCOM) 0.1 $217k 1.2k 182.51
Ishares Tr Mbs Etf (MBB) 0.1 $213k 2.0k 107.58