Wiser Wealth Management

Wiser Wealth Management as of June 30, 2024

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 35 positions in its portfolio as reported in the June 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) 34.4 $111M 222k 500.13
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 13.1 $42M 912k 46.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.8 $25M 510k 49.42
Pacer Fds Tr Us Cash Cows 100 (COWZ) 7.2 $23M 429k 54.49
Vanguard World Inf Tech Etf (VGT) 5.9 $19M 33k 576.59
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.4 $17M 353k 49.25
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.3 $17M 350k 48.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.3 $14M 183k 76.70
Ishares Tr Core S&p500 Etf (IVV) 4.3 $14M 25k 547.24
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.7 $12M 120k 98.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $3.6M 49k 72.05
Ishares Tr Core Intl Aggr (IAGG) 0.8 $2.4M 49k 49.92
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.4M 9.4k 249.63
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.3M 22k 106.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.1M 7.7k 267.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $2.0M 19k 104.55
Apple (AAPL) 0.6 $1.8M 8.7k 210.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.7M 29k 60.30
Home Depot (HD) 0.5 $1.5M 4.3k 344.22
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.1M 15k 72.64
Microsoft Corporation (MSFT) 0.3 $1.0M 2.3k 446.99
NVIDIA Corporation (NVDA) 0.2 $772k 6.2k 123.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $724k 1.3k 544.07
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $672k 10k 66.35
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $640k 20k 32.69
Amazon (AMZN) 0.2 $555k 2.9k 193.25
Ishares Tr National Mun Etf (MUB) 0.2 $553k 5.2k 106.56
Alphabet Cap Stk Cl A (GOOGL) 0.2 $507k 2.8k 182.15
Procter & Gamble Company (PG) 0.1 $401k 2.4k 164.91
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $314k 1.7k 182.53
Meta Platforms Cl A (META) 0.1 $261k 518.00 504.22
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $237k 8.3k 28.39
Norfolk Southern (NSC) 0.1 $226k 1.1k 214.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $221k 544.00 406.80
JPMorgan Chase & Co. (JPM) 0.1 $209k 1.0k 202.26