Wiser Wealth Management

Wiser Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 34 positions in its portfolio as reported in the September 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) 25.3 $48M 147k 328.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 14.1 $27M 361k 74.82
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.7 $13M 269k 47.73
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.7 $13M 312k 41.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.6 $13M 345k 36.36
Ishares Tr 0-5 Yr Tips Etf (STIP) 6.3 $12M 125k 96.11
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.7 $11M 68k 161.46
Vanguard Bd Index Fds Intermed Term (BIV) 4.8 $9.3M 126k 73.48
Vanguard World Fds Inf Tech Etf (VGT) 3.5 $6.7M 22k 307.37
Ishares Tr Core S&p500 Etf (IVV) 3.4 $6.6M 18k 358.67
Ishares Tr Cre U S Reit Etf (USRT) 2.9 $5.5M 116k 47.50
Ishares Tr Blackrock Ultra (ICSH) 2.5 $4.9M 97k 50.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $2.8M 76k 36.49
Vanguard Bd Index Fds Long Term Bond (BLV) 1.3 $2.4M 33k 71.94
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.2 $2.3M 53k 44.12
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.9M 22k 87.18
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $1.8M 73k 24.96
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.6M 9.6k 163.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.4M 7.8k 179.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.3M 28k 45.77
Home Depot (HD) 0.6 $1.2M 4.5k 275.91
Apple (AAPL) 0.4 $853k 6.2k 138.16
Ishares Tr National Mun Etf (MUB) 0.3 $652k 6.4k 102.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $544k 7.6k 71.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $516k 1.4k 357.34
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $437k 4.3k 102.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $391k 8.1k 48.14
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $313k 6.5k 48.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $308k 1.2k 266.90
Ishares Tr Core Intl Aggr (IAGG) 0.2 $299k 6.2k 48.35
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $234k 8.2k 28.56
Ishares Tr Core Msci Eafe (IEFA) 0.1 $219k 4.2k 52.57
Norfolk Southern (NSC) 0.1 $208k 990.00 210.10
Ishares Tr Short Treas Bd (SHV) 0.1 $201k 1.8k 109.96