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CIK: 0001573263
Total reported value
$522.7M
$522.7M
48 檔
43.9%
During the Q4 2024 filing period, Wiser Wealth Management, Inc (CIK: 0001573263) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $522.7M across 48 reported positions.
During Q4 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 | 33.35% | +0.34% | +0.30% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 11.53% | -1.24% | -4.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.22% | +0.05% | +7.39% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.25% | -0.47% | -4.25% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.10% | +1.14% | +3.72% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.26% | -0.64% | +9.25% | |
| 7 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.19% | -0.43% | +4.22% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.74% | +0.03% | +0.01% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.12% | -0.39% | +4.24% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.65% | +0.21% | +0.99% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.93% | +0.02% | +140.52% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.10% | +11.95% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.03% | +3.29% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.71% | +0.01% | -0.04% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.02% | -0.10% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.63% | +0.23% | -24.29% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | -0.02% | +7.04% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.49% | +0.01% | -2.93% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.04% | +2.15% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | -0.08% | -23.08% | |
| 21 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.39% | -0.17% | +9.94% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | +0.02% | +20.83% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.06% | +26.80% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 0.31% | +0.11% | +1.16% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.05% | -0.75% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.02% | +20.13% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | -0.02% | +35.88% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.19% | — | -2.66% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.06% | +21.88% | |
| 30 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.16% | -0.11% | +10.85% | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.13% | +0.06% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.02% | +18.89% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.01% | -12.21% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | — | +24.59% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.03% | +24.94% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | +20.49% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | +0.02% | +14.02% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | +8.13% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.08% | — | +2.51% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.02% | — | |
| 41 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.07% | — | +1.44% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.07% | +0.06% | NEW | |
| 43 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.07% | -0.01% | +0.04% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.02% | -47.78% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | +0.03% | — | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.06% | — | +3.25% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.06% | -0.02% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -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 48 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, JCPB, VEA) accounted for 43.9% of total reported equity market value during Q4 2024.
During Q4 2024, Wiser Wealth Management, Inc's top holdings by market value included VOO (33.4%)、JCPB (11.5%)、VEA (7.2%). The largest single position, VOO, represented 33.4% of total portfolio value.
In Q4 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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