Wiser Wealth Management

Wiser Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 36 positions in its portfolio as reported in the December 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) 25.4 $55M 157k 351.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.5 $27M 360k 75.28
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.3 $16M 340k 46.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $16M 371k 41.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.0 $13M 275k 47.43
Ishares Tr 0-5 Yr Tips Etf (STIP) 5.7 $12M 128k 96.96
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.7 $12M 71k 173.31
Vanguard Bd Index Fds Intermed Term (BIV) 4.4 $9.5M 128k 74.32
Ishares Tr Core S&p500 Etf (IVV) 4.2 $9.1M 24k 384.22
Vanguard World Fds Inf Tech Etf (VGT) 3.5 $7.6M 24k 319.41
Ishares Tr Cre U S Reit Etf (USRT) 2.7 $5.8M 118k 49.45
Ishares Tr Blackrock Ultra (ICSH) 2.4 $5.1M 103k 50.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $3.0M 77k 38.98
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.7M 29k 94.64
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.2 $2.5M 53k 47.29
Vanguard Bd Index Fds Long Term Bond (BLV) 1.2 $2.5M 34k 72.44
J P Morgan Exchange Traded F Betabldrs 1-5yr (BBSA) 0.9 $1.9M 40k 47.03
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $1.8M 71k 25.13
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.7M 9.6k 174.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.4M 28k 51.72
Home Depot (HD) 0.6 $1.4M 4.4k 315.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.4M 7.3k 191.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $884k 19k 46.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $806k 11k 71.84
Ishares Tr National Mun Etf (MUB) 0.3 $737k 7.0k 105.53
Ishares Tr Core Intl Aggr (IAGG) 0.3 $736k 16k 47.55
Apple (AAPL) 0.3 $631k 4.9k 129.92
Ishares Tr Intrm Gov Cr Etf (GVI) 0.3 $615k 6.0k 102.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $606k 1.6k 382.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $575k 7.0k 82.48
Ball Corporation (BALL) 0.3 $569k 11k 51.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $528k 5.1k 104.27
Ishares Tr Core Msci Eafe (IEFA) 0.2 $407k 6.6k 61.64
Ishares Tr Short Treas Bd (SHV) 0.1 $258k 2.4k 109.91
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $256k 8.2k 31.00
Norfolk Southern (NSC) 0.1 $244k 990.00 246.42