Wiser Wealth Management

Wiser Wealth Management as of June 30, 2022

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 36 positions in its portfolio as reported in the June 2022 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) 25.0 $48M 139k 346.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 13.3 $26M 335k 76.79
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.4 $12M 287k 43.07
Ishares Tr 0-5 Yr Tips Etf (STIP) 6.2 $12M 118k 101.43
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 5.6 $11M 265k 40.80
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.5 $11M 63k 170.03
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.7 $9.1M 183k 49.54
Vanguard Bd Index Fds Intermed Term (BIV) 4.7 $9.0M 116k 77.65
Vanguard World Fds Inf Tech Etf (VGT) 3.5 $6.7M 21k 326.56
Ishares Tr Core S&p500 Etf (IVV) 3.4 $6.5M 17k 379.16
Ishares Tr Cre U S Reit Etf (USRT) 2.9 $5.7M 106k 53.40
Ishares Tr Blackrock Ultra (ICSH) 2.8 $5.4M 109k 50.04
Ishares Tr Core Intl Aggr (IAGG) 2.1 $4.1M 82k 49.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $2.8M 67k 41.65
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.6M 45k 58.84
Vanguard Bd Index Fds Long Term Bond (BLV) 1.3 $2.5M 31k 79.72
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.3 $2.5M 53k 46.47
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.1M 22k 92.39
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $1.9M 72k 26.36
Vanguard Index Fds Large Cap Etf (VV) 0.9 $1.7M 9.6k 172.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.5M 7.9k 188.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.5M 29k 51.63
Home Depot (HD) 0.8 $1.5M 5.3k 274.34
Apple (AAPL) 0.6 $1.1M 7.8k 136.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $934k 19k 49.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $762k 10k 75.30
J P Morgan Exchange Traded F Betabldrs 1-5yr (BBSA) 0.3 $640k 13k 48.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $542k 1.4k 377.44
Ishares Tr National Mun Etf (MUB) 0.3 $506k 4.8k 106.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $296k 1.1k 272.56
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $271k 8.2k 33.07
Ishares Tr Global Reit Etf (REET) 0.1 $257k 11k 24.20
Ishares Core Msci Emkt (IEMG) 0.1 $240k 4.9k 49.10
Norfolk Southern (NSC) 0.1 $225k 990.00 227.27
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $223k 2.0k 111.50
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $222k 2.1k 105.56