Wiser Wealth Management

Wiser Wealth Management as of March 31, 2025

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 49 positions in its portfolio as reported in the March 2025 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) 31.8 $113M 221k 513.91
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 12.5 $45M 949k 47.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.0 $28M 559k 50.83
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.8 $21M 379k 54.76
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.5 $20M 390k 50.28
Vanguard World Inf Tech Etf (VGT) 5.5 $20M 36k 542.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.1 $18M 376k 48.82
Ishares Tr Core S&p500 Etf (IVV) 4.9 $18M 31k 561.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.4 $16M 198k 78.28
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.4 $12M 126k 96.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.1 $11M 149k 73.45
Ishares Tr Core Intl Aggr (IAGG) 1.1 $3.9M 78k 49.99
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.6M 24k 104.57
Apple (AAPL) 0.7 $2.4M 11k 222.12
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.4M 9.3k 257.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $2.0M 33k 62.10
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.9M 25k 75.65
Home Depot (HD) 0.5 $1.7M 4.5k 366.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.6M 16k 105.60
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.4 $1.6M 35k 44.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.5M 5.3k 274.86
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.4M 7.1k 193.99
Southern Company (SO) 0.3 $1.2M 13k 91.95
Microsoft Corporation (MSFT) 0.3 $1.2M 3.2k 375.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.1M 2.0k 559.40
NVIDIA Corporation (NVDA) 0.3 $1.0M 9.5k 108.38
Amazon (AMZN) 0.2 $740k 3.9k 190.26
Alphabet Cap Stk Cl A (GOOGL) 0.2 $564k 3.6k 154.62
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $547k 8.0k 68.01
Meta Platforms Cl A (META) 0.1 $481k 835.00 576.36
Procter & Gamble Company (PG) 0.1 $454k 2.7k 170.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $437k 820.00 532.58
Bitwise Ethereum Etf SHS (ETHW) 0.1 $432k 33k 13.12
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $366k 3.7k 98.92
JPMorgan Chase & Co. (JPM) 0.1 $327k 1.3k 245.37
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $300k 1.9k 161.27
Tesla Motors (TSLA) 0.1 $294k 1.1k 259.16
Wal-Mart Stores (WMT) 0.1 $292k 3.3k 87.79
Broadcom (AVGO) 0.1 $288k 1.7k 167.43
Automatic Data Processing (ADP) 0.1 $288k 942.00 305.47
Visa Com Cl A (V) 0.1 $275k 785.00 350.46
Eli Lilly & Co. (LLY) 0.1 $261k 316.00 826.29
Norfolk Southern (NSC) 0.1 $250k 1.1k 236.85
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $248k 8.5k 29.28
UnitedHealth (UNH) 0.1 $246k 469.00 523.75
Exxon Mobil Corporation (XOM) 0.1 $231k 1.9k 118.92
Netflix (NFLX) 0.1 $229k 245.00 932.53
Alphabet Cap Stk Cl C (GOOG) 0.1 $219k 1.4k 156.18
Lowe's Companies (LOW) 0.1 $203k 871.00 233.35