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CIK: 0001573263
Total reported value
$522.7M
$522.7M
49 檔
44.2%
According to the latest 13F quarterly dataset, Wiser Wealth Management, Inc managed an equity portfolio of $522.7M at the end of Q3 2024, spanning 49 distinct U.S. exchange-listed positions.
During Q3 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 | 33.26% | +0.34% | -0.93% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 12.87% | -1.24% | +2.14% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.59% | +0.05% | -1.78% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.83% | -0.47% | -4.02% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.66% | +1.14% | +1.89% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.16% | -0.43% | +1.10% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.04% | -0.64% | +0.02% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | +0.03% | +14.23% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.11% | -0.39% | -0.20% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.77% | +0.21% | +1.07% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.30% | +0.02% | +22.14% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.89% | +0.23% | +23.28% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.03% | +1.91% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.71% | +0.01% | -0.22% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.02% | +12.49% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | -0.08% | +103.04% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.10% | +7.44% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | -0.02% | +3.81% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.52% | +0.01% | -9.96% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.04% | -0.60% | |
| 21 | SO | Southern Co/the | Stock-Utilities | 0.34% | +0.11% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | +0.02% | +11.24% | |
| 23 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.25% | -0.17% | +28.45% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.06% | +14.30% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.05% | +9.70% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.20% | — | -1.76% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.02% | +8.01% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.16% | -0.01% | -0.10% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.02% | +64.56% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.01% | +25.18% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.02% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.06% | +4.49% | |
| 33 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.12% | +0.06% | — | |
| 34 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.11% | -0.11% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | — | +18.53% | |
| 36 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.08% | -0.01% | +1.12% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | +13.05% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | -0.02% | — | |
| 39 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.07% | — | -0.95% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.07% | — | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.07% | +0.06% | NEW | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | +0.02% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | +0.02% | +8.42% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.06% | +0.03% | — | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.06% | — | — | |
| 48 | XMUIX | Blackrock Municipal Income | Stock-Other | 0.04% | — | — | |
| 49 | SYRS | Syros Pharmaceuticals Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Wiser Wealth Management, Inc reported a total U.S. public equity portfolio value of $522.7M across 49 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, JCPB, VEA) accounted for 44.2% of total reported equity market value during Q3 2024.
During Q3 2024, Wiser Wealth Management, Inc's top holdings by market value included VOO (33.3%)、JCPB (12.9%)、VEA (7.6%). The largest single position, VOO, represented 33.3% of total portfolio value.
In Q3 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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