Wiser Wealth Management

Wiser Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 33 positions in its portfolio as reported in the December 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) 32.6 $90M 209k 429.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.1 $33M 433k 76.76
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.4 $23M 446k 51.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $22M 463k 47.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.1 $17M 339k 49.03
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.6 $16M 315k 49.04
Vanguard World Fds Inf Tech Etf (VGT) 4.8 $13M 29k 462.18
Ishares Tr Core S&p500 Etf (IVV) 4.8 $13M 28k 469.55
Vanguard Bd Index Fds Intermed Term (BIV) 4.4 $12M 160k 75.77
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.8 $11M 110k 95.80
Vanguard Bd Index Fds Long Term Bond (BLV) 1.2 $3.4M 46k 73.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $2.7M 37k 72.96
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $2.5M 24k 105.31
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.2M 21k 104.64
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.0M 9.4k 214.62
Apple (AAPL) 0.6 $1.7M 9.1k 181.91
Ishares Tr National Mun Etf (MUB) 0.5 $1.5M 14k 108.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.5M 26k 56.97
Home Depot (HD) 0.5 $1.4M 4.3k 338.63
Ishares Tr Core Intl Aggr (IAGG) 0.4 $1.1M 23k 49.48
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.3 $905k 18k 50.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $736k 3.2k 232.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $631k 1.4k 467.20
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $621k 11k 57.38
Ishares Tr Core Msci Eafe (IEFA) 0.2 $594k 8.6k 69.19
Microsoft Corporation (MSFT) 0.2 $479k 1.3k 367.89
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $275k 8.2k 33.59
Procter & Gamble Company (PG) 0.1 $270k 1.8k 148.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $247k 6.1k 40.43
Norfolk Southern (NSC) 0.1 $229k 990.00 231.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $229k 4.5k 50.93
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $224k 1.3k 168.48
Vanguard Index Fds Growth Etf (VUG) 0.1 $222k 736.00 301.12