Wiser Wealth Management

Wiser Wealth Management as of March 31, 2024

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 31 positions in its portfolio as reported in the March 2024 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) 34.3 $104M 217k 480.70
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 13.3 $40M 867k 46.65
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.8 $27M 464k 58.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $24M 477k 50.17
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.6 $17M 347k 49.19
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.3 $16M 330k 49.22
Vanguard World Fds Inf Tech Etf (VGT) 5.1 $16M 30k 524.34
Ishares Tr Core S&p500 Etf (IVV) 4.8 $15M 28k 525.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.7 $14M 187k 76.67
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.9 $12M 116k 101.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $2.3M 22k 104.73
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.3M 21k 110.52
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.3M 9.4k 239.77
Home Depot (HD) 0.5 $1.6M 4.3k 383.62
Apple (AAPL) 0.5 $1.6M 9.5k 171.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.6M 27k 60.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.4M 5.4k 259.89
Ishares Tr Core Intl Aggr (IAGG) 0.4 $1.3M 25k 49.95
Microsoft Corporation (MSFT) 0.2 $715k 1.7k 420.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $706k 1.4k 522.93
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $662k 10k 64.15
Ishares Tr Core Msci Eafe (IEFA) 0.2 $642k 8.7k 74.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $340k 4.7k 72.64
Procter & Gamble Company (PG) 0.1 $306k 1.9k 162.24
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $295k 8.2k 35.91
Norfolk Southern (NSC) 0.1 $254k 996.00 254.87
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $243k 1.3k 182.59
Amazon (AMZN) 0.1 $240k 1.3k 180.38
Alphabet Cap Stk Cl A (GOOGL) 0.1 $235k 1.6k 150.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $208k 4.1k 50.60
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.1 $202k 4.0k 50.35