Wiser Wealth Management

Wiser Wealth Management as of March 31, 2023

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 33 positions in its portfolio as reported in the March 2023 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) 26.2 $61M 163k 376.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 13.0 $31M 399k 76.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $17M 384k 45.17
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.1 $17M 353k 46.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.2 $15M 298k 48.92
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.8 $14M 279k 48.48
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.7 $13M 150k 88.79
Vanguard Bd Index Fds Intermed Term (BIV) 4.6 $11M 141k 76.74
Ishares Tr Core S&p500 Etf (IVV) 4.2 $9.9M 24k 411.08
Vanguard World Fds Inf Tech Etf (VGT) 4.1 $9.5M 25k 385.47
Ishares Tr Cre U S Reit Etf (USRT) 2.7 $6.4M 127k 50.40
Ishares Tr Blackrock Ultra (ICSH) 2.1 $5.0M 99k 50.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $3.3M 81k 40.40
Vanguard Bd Index Fds Long Term Bond (BLV) 1.2 $2.8M 37k 76.64
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.6M 27k 96.70
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.1 $2.5M 50k 50.43
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $1.9M 75k 25.79
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.8M 9.5k 186.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M 8.4k 204.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.6M 28k 55.21
Home Depot (HD) 0.6 $1.3M 4.4k 295.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $856k 12k 73.83
Apple (AAPL) 0.3 $816k 5.0k 164.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $721k 1.8k 409.38
Ishares Tr National Mun Etf (MUB) 0.3 $702k 6.5k 107.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $540k 5.2k 104.68
Ishares Tr Core Msci Eafe (IEFA) 0.2 $447k 6.7k 66.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $417k 5.0k 83.04
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $273k 5.4k 50.32
Ishares Tr Short Treas Bd (SHV) 0.1 $260k 2.4k 110.49
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $247k 8.2k 30.13
Norfolk Southern (NSC) 0.1 $210k 990.00 212.00
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $202k 1.3k 154.03