Wiser Wealth Management

Wiser Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 48 positions in its portfolio as reported in the December 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) 33.4 $119M 221k 538.81
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 11.5 $41M 892k 46.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $26M 538k 47.82
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.3 $22M 394k 56.48
Vanguard World Inf Tech Etf (VGT) 6.1 $22M 35k 621.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.3 $19M 382k 49.05
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.2 $19M 372k 49.74
Ishares Tr Core S&p500 Etf (IVV) 4.7 $17M 29k 588.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.1 $15M 190k 77.27
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.7 $13M 123k 106.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.9 $10M 145k 71.91
Apple (AAPL) 0.7 $2.6M 10k 250.41
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.6M 23k 115.22
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.5M 9.4k 269.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.5M 8.7k 289.80
Ishares Tr Core Intl Aggr (IAGG) 0.6 $2.3M 45k 49.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.9M 32k 58.93
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.7M 17k 105.48
Home Depot (HD) 0.5 $1.7M 4.4k 388.99
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.7M 24k 70.28
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.4 $1.4M 28k 50.85
Microsoft Corporation (MSFT) 0.4 $1.3M 3.1k 421.46
NVIDIA Corporation (NVDA) 0.3 $1.2M 9.1k 134.29
Southern Company (SO) 0.3 $1.1M 13k 82.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $849k 1.4k 585.99
Amazon (AMZN) 0.2 $817k 3.7k 219.39
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $754k 3.8k 195.82
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $691k 9.7k 71.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $671k 3.5k 189.32
Bitwise Ethereum Etf SHS (ETHW) 0.2 $566k 24k 23.97
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $455k 2.5k 184.88
Tesla Motors (TSLA) 0.1 $450k 1.1k 403.84
Procter & Gamble Company (PG) 0.1 $448k 2.7k 167.64
Meta Platforms Cl A (META) 0.1 $448k 765.00 585.51
Broadcom (AVGO) 0.1 $371k 1.6k 231.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $336k 741.00 453.28
JPMorgan Chase & Co. (JPM) 0.1 $306k 1.3k 239.78
Wal-Mart Stores (WMT) 0.1 $299k 3.3k 90.35
Automatic Data Processing (ADP) 0.1 $275k 938.00 292.67
Alphabet Cap Stk Cl C (GOOG) 0.1 $250k 1.3k 190.49
Norfolk Southern (NSC) 0.1 $249k 1.1k 234.70
UnitedHealth (UNH) 0.1 $244k 482.00 505.86
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $237k 8.4k 28.15
Eli Lilly & Co. (LLY) 0.1 $227k 294.00 772.28
Visa Com Cl A (V) 0.1 $226k 716.00 316.04
Lowe's Companies (LOW) 0.1 $212k 858.00 246.79
Netflix (NFLX) 0.1 $210k 235.00 891.32
Exxon Mobil Corporation (XOM) 0.1 $204k 1.9k 107.56