Wiser Wealth Management

Wiser Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 54 positions in its portfolio as reported in the September 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) 32.5 $142M 232k 612.38
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 12.2 $53M 1.1M 47.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $36M 607k 59.92
Vanguard World Inf Tech Etf (VGT) 6.4 $28M 37k 746.63
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.2 $23M 449k 50.83
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.1 $22M 453k 49.46
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.9 $21M 370k 57.47
Ishares Tr Core S&p500 Etf (IVV) 4.4 $19M 29k 669.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $17M 219k 78.91
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.7 $16M 147k 110.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $11M 152k 74.37
Ishares Tr Core Intl Aggr (IAGG) 1.0 $4.3M 83k 51.23
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $3.2M 27k 118.83
Apple (AAPL) 0.7 $3.0M 12k 254.62
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.6 $2.8M 46k 62.22
Vanguard Index Fds Large Cap Etf (VV) 0.6 $2.8M 9.1k 307.87
Microsoft Corporation (MSFT) 0.5 $2.2M 4.2k 517.95
NVIDIA Corporation (NVDA) 0.5 $2.1M 11k 186.58
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.0M 19k 106.78
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.9M 22k 87.31
Home Depot (HD) 0.4 $1.8M 4.4k 405.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.6M 22k 73.46
Bitwise Ethereum Etf SHS (ETHW) 0.3 $1.5M 49k 29.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 2.0k 666.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 4.1k 328.18
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 4.7k 243.09
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $1.1M 5.1k 222.17
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 5.2k 215.78
Amazon (AMZN) 0.2 $1.1M 4.8k 219.57
Meta Platforms Cl A (META) 0.2 $796k 1.1k 734.38
Johnson & Johnson (JNJ) 0.2 $783k 4.2k 185.42
Broadcom (AVGO) 0.2 $727k 2.2k 329.91
Ishares Tr National Mun Etf (MUB) 0.1 $634k 6.0k 106.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $584k 1.2k 502.74
Southern Company (SO) 0.1 $559k 5.9k 94.77
Tesla Motors (TSLA) 0.1 $556k 1.3k 444.72
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $546k 6.8k 80.65
JPMorgan Chase & Co. (JPM) 0.1 $538k 1.7k 315.50
Wal-Mart Stores (WMT) 0.1 $475k 4.6k 103.06
Alphabet Cap Stk Cl C (GOOG) 0.1 $462k 1.9k 243.54
Visa Com Cl A (V) 0.1 $424k 1.2k 341.38
Procter & Gamble Company (PG) 0.1 $370k 2.4k 153.64
Eli Lilly & Co. (LLY) 0.1 $362k 475.00 763.00
Oracle Corporation (ORCL) 0.1 $359k 1.3k 281.24
Netflix (NFLX) 0.1 $335k 279.00 1198.92
Norfolk Southern (NSC) 0.1 $320k 1.1k 300.41
Mastercard Incorporated Cl A (MA) 0.1 $268k 471.00 568.81
Exxon Mobil Corporation (XOM) 0.1 $262k 2.3k 112.74
Philip Morris International (PM) 0.1 $260k 1.6k 162.20
Automatic Data Processing (ADP) 0.1 $238k 812.00 293.43
UnitedHealth (UNH) 0.1 $232k 673.00 345.30
Costco Wholesale Corporation (COST) 0.0 $209k 226.00 925.63
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $209k 8.4k 24.79
Fidelity Ethereum SHS (FETH) 0.0 $207k 5.0k 41.55