Wiser Wealth Management

Wiser Wealth Management as of June 30, 2025

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 50 positions in its portfolio as reported in the June 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) 33.1 $132M 232k 568.03
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 11.6 $46M 985k 47.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $33M 585k 57.01
Vanguard World Inf Tech Etf (VGT) 6.9 $28M 42k 663.28
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.1 $20M 402k 50.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.9 $20M 399k 49.51
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.9 $20M 357k 55.10
Ishares Tr Core S&p500 Etf (IVV) 4.8 $19M 31k 620.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $16M 202k 78.70
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.6 $14M 142k 101.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $11M 148k 73.63
Ishares Tr Core Intl Aggr (IAGG) 1.0 $4.0M 78k 51.09
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $3.0M 28k 109.29
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.6M 9.3k 285.31
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.6 $2.5M 42k 58.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $2.4M 35k 69.09
Apple (AAPL) 0.6 $2.3M 11k 205.17
Ishares Tr Core Msci Eafe (IEFA) 0.5 $2.1M 25k 83.48
Microsoft Corporation (MSFT) 0.4 $1.8M 3.6k 497.45
NVIDIA Corporation (NVDA) 0.4 $1.7M 11k 157.99
Home Depot (HD) 0.4 $1.7M 4.6k 366.61
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.6M 16k 106.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 4.3k 303.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.3M 2.1k 617.72
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.5k 204.66
Amazon (AMZN) 0.2 $893k 4.1k 219.39
Bitwise Ethereum Etf SHS (ETHW) 0.2 $850k 47k 18.06
Meta Platforms Cl A (META) 0.2 $685k 928.00 738.09
Alphabet Cap Stk Cl A (GOOGL) 0.2 $630k 3.6k 176.22
Wal-Mart Stores (WMT) 0.1 $573k 5.9k 97.78
Ishares Tr National Mun Etf (MUB) 0.1 $565k 5.4k 104.47
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $559k 7.5k 74.89
Southern Company (SO) 0.1 $540k 5.9k 91.83
Broadcom (AVGO) 0.1 $534k 1.9k 275.65
JPMorgan Chase & Co. (JPM) 0.1 $438k 1.5k 289.99
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $427k 2.2k 197.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $419k 863.00 485.77
Tesla Motors (TSLA) 0.1 $406k 1.3k 317.66
Procter & Gamble Company (PG) 0.1 $399k 2.5k 159.31
Netflix (NFLX) 0.1 $356k 266.00 1339.13
Visa Com Cl A (V) 0.1 $321k 903.00 355.05
Automatic Data Processing (ADP) 0.1 $305k 989.00 308.34
Alphabet Cap Stk Cl C (GOOG) 0.1 $300k 1.7k 177.36
Philip Morris International (PM) 0.1 $284k 1.6k 182.13
Norfolk Southern (NSC) 0.1 $280k 1.1k 255.97
Eli Lilly & Co. (LLY) 0.1 $243k 312.00 779.53
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $213k 8.3k 25.69
Costco Wholesale Corporation (COST) 0.1 $207k 209.00 989.94
Mastercard Incorporated Cl A (MA) 0.1 $207k 368.00 561.94
Exxon Mobil Corporation (XOM) 0.1 $206k 1.9k 107.79