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CIK: 0001573263
Total reported value
$522.7M
$522.7M
35 檔
42.3%
In Q2 2024, Wiser Wealth Management, Inc's U.S. equity holdings reached a combined market value of $522.7M, distributed across 35 disclosed stock positions.
During Q2 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 | 34.37% | +0.34% | +2.17% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 13.07% | -1.24% | +5.11% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.81% | +0.05% | +6.96% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 7.24% | -0.47% | -7.41% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.90% | +1.14% | +11.38% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.38% | -0.43% | +6.88% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.27% | -0.64% | +0.92% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.34% | -0.39% | -2.46% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.26% | +0.03% | -9.13% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.65% | +0.21% | +3.44% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.10% | +0.02% | +955.12% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.75% | +0.23% | +92.02% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 0.73% | +0.01% | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | +0.03% | +2.83% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | +43.55% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 0.61% | +0.01% | -15.76% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.10% | -9.03% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | -0.02% | +6.04% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.04% | +1.35% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.35% | -0.08% | +77.81% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | +0.02% | +35.06% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.06% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.05% | -1.48% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.21% | — | -1.87% | |
| 25 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.20% | -0.17% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.02% | +115.95% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.17% | -0.01% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.06% | +78.56% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.01% | +28.99% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.10% | -0.02% | +29.30% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | — | |
| 32 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.07% | -0.01% | +1.41% | |
| 33 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.07% | — | +5.82% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | +0.02% | — |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $522.7M across 35 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, JCPB, VEA) accounted for 42.3% of total reported equity market value during Q2 2024.
During Q2 2024, Wiser Wealth Management, Inc's top holdings by market value included VOO (34.4%)、JCPB (13.1%)、VEA (7.8%). The largest single position, VOO, represented 34.4% of total portfolio value.
In Q2 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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