Wiser Wealth Management

Wiser Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 36 positions in its portfolio as reported in the September 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) 27.4 $67M 171k 392.70
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.7 $31M 415k 75.17
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.6 $19M 380k 49.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $18M 404k 43.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.2 $15M 317k 47.83
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 5.8 $14M 163k 87.40
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.7 $14M 292k 47.99
Vanguard Bd Index Fds Intermed Term (BIV) 4.4 $11M 150k 72.31
Ishares Tr Core S&p500 Etf (IVV) 4.3 $11M 25k 429.43
Vanguard World Fds Inf Tech Etf (VGT) 4.2 $10M 25k 414.90
Ishares Tr Cre U S Reit Etf (USRT) 2.7 $6.5M 138k 47.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $3.5M 88k 39.21
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.6M 28k 94.33
Vanguard Bd Index Fds Long Term Bond (BLV) 1.1 $2.6M 39k 67.06
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $2.5M 48k 52.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.2M 10k 212.41
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $2.0M 82k 24.34
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.8M 9.4k 195.69
Ishares Tr Blackrock Ultra (ICSH) 0.7 $1.8M 35k 50.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.7M 32k 53.52
Home Depot (HD) 0.5 $1.3M 4.2k 302.13
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.4 $903k 18k 49.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $897k 13k 69.78
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $894k 8.7k 102.87
Apple (AAPL) 0.4 $886k 5.2k 171.20
Ishares Tr National Mun Etf (MUB) 0.3 $697k 6.8k 102.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $576k 1.3k 427.48
Ishares Tr Core Msci Eafe (IEFA) 0.2 $486k 7.5k 64.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $275k 3.6k 75.65
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $253k 5.0k 50.18
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $251k 8.2k 30.66
Ishares Tr Short Treas Bd (SHV) 0.1 $250k 2.3k 110.46
Southern Company (SO) 0.1 $232k 3.6k 64.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $214k 4.5k 48.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $204k 1.3k 155.44
Vanguard Index Fds Growth Etf (VUG) 0.1 $201k 736.00 272.37