Wiser Wealth Management

Wiser Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Wiser Wealth Management

Wiser Wealth Management holds 55 positions in its portfolio as reported in the December 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 $146M 233k 627.13
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 12.5 $56M 1.2M 47.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.5 $38M 611k 62.47
Vanguard World Inf Tech Etf (VGT) 6.2 $28M 37k 753.78
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 5.2 $24M 463k 50.70
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.1 $23M 471k 48.32
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.0 $23M 376k 60.17
Ishares Tr Core S&p500 Etf (IVV) 4.1 $18M 27k 684.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $18M 227k 78.81
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.7 $17M 149k 110.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $11M 149k 74.07
Ishares Tr Core Intl Aggr (IAGG) 1.0 $4.6M 91k 50.01
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $3.4M 28k 120.18
Apple (AAPL) 0.7 $3.3M 12k 271.85
Vanguard Index Fds Large Cap Etf (VV) 0.6 $2.9M 9.1k 314.81
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.6 $2.8M 60k 47.56
NVIDIA Corporation (NVDA) 0.5 $2.2M 12k 186.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $2.1M 20k 106.70
Microsoft Corporation (MSFT) 0.5 $2.1M 4.4k 483.59
Ishares Tr Core Msci Eafe (IEFA) 0.5 $2.0M 23k 89.46
Home Depot (HD) 0.3 $1.5M 4.4k 344.11
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.5M 4.8k 313.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.5M 20k 75.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 2.0k 681.76
Bitwise Ethereum Etf SHS (ETHW) 0.3 $1.3M 60k 21.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.3M 3.8k 335.27
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.2M 5.3k 219.78
Amazon (AMZN) 0.3 $1.2M 5.0k 230.82
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $1.1M 5.0k 224.67
Johnson & Johnson (JNJ) 0.2 $890k 4.3k 206.97
Broadcom (AVGO) 0.2 $749k 2.2k 346.10
Meta Platforms Cl A (META) 0.2 $737k 1.1k 660.09
Ishares Tr National Mun Etf (MUB) 0.1 $630k 5.9k 107.10
Alphabet Cap Stk Cl C (GOOG) 0.1 $612k 2.0k 313.80
Tesla Motors (TSLA) 0.1 $599k 1.3k 449.72
JPMorgan Chase & Co. (JPM) 0.1 $562k 1.7k 322.29
Wal-Mart Stores (WMT) 0.1 $528k 4.7k 111.41
Southern Company (SO) 0.1 $524k 6.0k 87.20
Spdr Series Trust State Street Spd (SPTM) 0.1 $512k 6.2k 82.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $498k 991.00 502.65
Eli Lilly & Co. (LLY) 0.1 $487k 453.00 1074.68
Visa Com Cl A (V) 0.1 $444k 1.3k 350.71
Procter & Gamble Company (PG) 0.1 $390k 2.7k 143.30
Norfolk Southern (NSC) 0.1 $317k 1.1k 288.72
Coca-Cola Company (KO) 0.1 $313k 4.5k 69.91
Exxon Mobil Corporation (XOM) 0.1 $291k 2.4k 120.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $289k 3.6k 79.73
Philip Morris International (PM) 0.1 $274k 1.7k 160.40
Mastercard Incorporated Cl A (MA) 0.1 $268k 469.00 570.88
Oracle Corporation (ORCL) 0.1 $249k 1.3k 194.91
Netflix (NFLX) 0.1 $248k 2.6k 93.76
Fidelity Ethereum SHS (FETH) 0.0 $219k 7.4k 29.61
UnitedHealth (UNH) 0.0 $205k 621.00 330.11
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $204k 8.6k 23.69
Technipfmc (FTI) 0.0 $202k 4.5k 44.56