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CIK: 0001573263
Total reported value
$522.7M
$522.7M
31 檔
40.7%
As reported in its official Q1 2024 Form 13F filing, Wiser Wealth Management, Inc's tracked investment portfolio stood at $522.7M with 31 total positions.
During Q1 2024, Wiser Wealth Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 34.26% | +0.34% | +4.19% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 13.27% | -1.24% | — | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.84% | -0.47% | +3.84% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.85% | +0.05% | +3.00% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.59% | -0.64% | +2.23% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.33% | -0.43% | +4.70% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.10% | +1.14% | +4.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.77% | +0.03% | -1.35% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.71% | -0.39% | -56.73% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.87% | +0.21% | +5.95% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 0.77% | +0.01% | -4.94% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | +0.03% | -1.04% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 0.74% | +0.01% | -0.05% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.04% | +0.92% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.10% | +5.25% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | -0.02% | +2.95% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.02% | +70.64% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.41% | +0.23% | +10.87% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.02% | +30.67% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.05% | — | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.22% | — | -4.64% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.21% | -0.08% | +0.71% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.11% | +0.02% | -87.39% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | -0.01% | +3.74% | |
| 25 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.10% | -0.01% | +0.23% | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.08% | — | +0.61% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.08% | -0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | +0.02% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.06% | — | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.07% | — | -8.36% | |
| 31 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.07% | — | -77.78% |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $522.7M across 31 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, JCPB, COWZ) accounted for 40.7% of total reported equity market value during Q1 2024.
During Q1 2024, Wiser Wealth Management, Inc's top holdings by market value included VOO (34.3%)、JCPB (13.3%)、COWZ (8.8%). The largest single position, VOO, represented 34.3% of total portfolio value.
In Q1 2024, Wiser Wealth Management, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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