Wiser Wealth Management

Wiser Wealth Management as of June 30, 2023

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 35 positions in its portfolio as reported in the June 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) 27.2 $68M 167k 407.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.3 $31M 404k 75.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $18M 387k 46.18
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.0 $18M 365k 47.87
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.0 $15M 307k 48.88
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.7 $14M 155k 91.89
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.5 $14M 283k 48.21
Vanguard World Fds Inf Tech Etf (VGT) 4.4 $11M 25k 442.16
Ishares Tr Core S&p500 Etf (IVV) 4.4 $11M 25k 445.71
Vanguard Bd Index Fds Intermed Term (BIV) 4.3 $11M 144k 75.23
Ishares Tr Cre U S Reit Etf (USRT) 2.8 $6.9M 134k 51.41
Ishares Tr Blackrock Ultra (ICSH) 2.2 $5.6M 111k 50.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $3.4M 83k 40.68
Vanguard Bd Index Fds Long Term Bond (BLV) 1.1 $2.8M 38k 74.92
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.7M 27k 99.65
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.1 $2.7M 49k 54.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $2.1M 9.4k 220.29
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $2.0M 78k 25.37
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.9M 9.5k 202.72
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.7M 30k 56.08
Home Depot (HD) 0.5 $1.3M 4.2k 310.61
Apple (AAPL) 0.4 $960k 5.0k 193.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $913k 13k 72.69
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $893k 8.6k 104.04
Ishares Tr National Mun Etf (MUB) 0.3 $740k 6.9k 106.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $712k 1.6k 443.42
Ishares Tr Core Msci Eafe (IEFA) 0.2 $446k 6.6k 67.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $316k 3.8k 83.55
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $275k 8.2k 33.51
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $250k 5.0k 50.14
Ishares Tr Short Treas Bd (SHV) 0.1 $247k 2.2k 110.45
Norfolk Southern (NSC) 0.1 $225k 990.00 226.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $222k 4.4k 50.22
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $220k 1.4k 162.45
Microsoft Corporation (MSFT) 0.1 $205k 603.00 340.54