Wiser Wealth Management

Wiser Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 49 positions in its portfolio as reported in the September 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) 33.3 $116M 220k 527.67
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 12.9 $45M 931k 48.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $27M 501k 52.81
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.8 $24M 412k 57.83
Vanguard World Inf Tech Etf (VGT) 5.7 $20M 34k 586.52
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.2 $18M 357k 50.43
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.0 $18M 350k 50.28
Ishares Tr Core S&p500 Etf (IVV) 4.7 $17M 29k 576.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.1 $14M 182k 78.69
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.8 $13M 121k 108.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $4.5M 60k 75.11
Ishares Tr Core Intl Aggr (IAGG) 0.9 $3.1M 60k 51.82
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.6M 22k 116.96
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.5M 9.4k 263.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.5M 8.7k 283.15
Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.4M 31k 78.05
Apple (AAPL) 0.6 $2.2M 9.3k 232.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.9M 30k 64.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.8M 17k 106.19
Home Depot (HD) 0.5 $1.8M 4.3k 405.19
Southern Company (SO) 0.3 $1.2M 13k 90.18
Microsoft Corporation (MSFT) 0.3 $1.1M 2.6k 430.29
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $870k 25k 34.59
NVIDIA Corporation (NVDA) 0.2 $867k 7.1k 121.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $837k 1.5k 573.93
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $697k 9.9k 70.06
Amazon (AMZN) 0.2 $578k 3.1k 186.33
Ishares Tr National Mun Etf (MUB) 0.2 $564k 5.2k 108.64
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $561k 2.8k 198.05
Procter & Gamble Company (PG) 0.2 $528k 3.0k 173.19
Eli Lilly & Co. (LLY) 0.1 $499k 563.00 886.05
Alphabet Cap Stk Cl A (GOOGL) 0.1 $482k 2.9k 165.86
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $429k 2.5k 174.50
Bitwise Ethereum Etf SHS 0.1 $396k 21k 18.62
Meta Platforms Cl A (META) 0.1 $352k 614.00 572.44
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $285k 8.4k 33.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $283k 615.00 460.26
Johnson & Johnson (JNJ) 0.1 $260k 1.6k 162.06
Norfolk Southern (NSC) 0.1 $259k 1.0k 248.50
Automatic Data Processing (ADP) 0.1 $253k 915.00 276.67
Wal-Mart Stores (WMT) 0.1 $247k 3.1k 80.75
UnitedHealth (UNH) 0.1 $246k 421.00 584.68
Tesla Motors (TSLA) 0.1 $245k 937.00 261.63
JPMorgan Chase & Co. (JPM) 0.1 $236k 1.1k 210.89
Lowe's Companies (LOW) 0.1 $225k 831.00 271.01
Broadcom (AVGO) 0.1 $221k 1.3k 172.50
Ishares Gold Tr Ishares New (IAU) 0.1 $203k 4.1k 49.70
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.0 $140k 11k 12.58
Syros Pharmaceuticals Com New (SYRS) 0.0 $22k 10k 2.15