WW
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Wiser Wealth Management, Inc13F | |
| Wiser Wealth Management, Inc | |
| Last update 2025-07-18 | 50 Stocks (4 new) |
| Value $399.00 Mil | Turnover 5 % |
Wiser Wealth Management, Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 232,397 | 132,008.4 | +5.28% | 33.060 | +1.66% | 0.020 | +19.59% | +7.78% | 660,834.1 | ||
JCPB | JPMorgan Core Plus Bond ETF | 985,192 | 46,363.1 | +3.78% | 11.610 | +0.42% | 0.660 | +1.75% | +3.57% | 6,935.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 585,007 | 33,351.3 | +4.62% | 8.350 | +0.37% | 0.020 | +12.49% | +19.94% | 157,607.2 | ||
VGT | Vanguard Information Technology ETF | 41,451 | 27,493.5 | +14.81% | 6.880 | +0.89% | 0.030 | +35.75% | +10.51% | 87,513.6 | ||
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 402,027 | 20,338.5 | +3.14% | 5.090 | +0.15% | 0.890 | +1.72% | +3.49% | 2,289.9 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 398,643 | 19,736.8 | +6.16% | 4.940 | +0.29% | 0.030 | +0.50% | +1.56% | 66,226.8 | ||
COWZ | Pacer US Cash Cows 100 ETF | 356,450 | 19,640.4 | -5.92% | 4.920 | -0.34% | 0.100 | +11.37% | -0.56% | 20,494.6 | ||
IVV | iShares Core S&P 500 ETF | 30,684 | 19,051.6 | -1.88% | 4.770 | -0.09% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
BSV | Vanguard Short-Term Bond ETF | 201,675 | 15,871.8 | +1.69% | 3.970 | +0.07% | 0.040 | +1.08% | +3.32% | 38,460.1 | ||
VIOO | Vanguard S&P Small-Cap 600 ETF | 141,586 | 14,332.7 | +12.10% | 3.590 | +0.39% | 0.530 | +16.74% | -2.26% | 2,778.1 |
Wiser Wealth Management, Inc's Historical Top Holdings Breakdowns
Wiser Wealth Management, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.66% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | Add 5.28% | 232,397 | 11,645 | |
VGT | Vanguard Information Technology ETF | 2025-06-30 | Add Add | +0.89% | 470.37 ($581.07) 663.28 | $685.53 | 17.98% | Add 14.81% | 41,451 | 5,348 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-06-30 | Add Add | +0.42% | 45.9 ($46.46) 47.2 | $46.55 | 0.19% | Add 3.78% | 985,192 | 35,897 | |
VIOO | Vanguard S&P Small-Cap 600 ETF | 2025-06-30 | Add Add | +0.39% | 83.8 ($95.52) 101.39 | $103.64 | 8.50% | Add 12.1% | 141,586 | 15,283 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +0.37% | 45.65 ($53.52) 57.01 | $56.64 | 5.83% | Add 4.62% | 585,007 | 25,814 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Reduce Reduce | -0.34% | 47.46 ($52.98) 55.3 | $55.76 | 5.25% | Reduce -5.92% | 356,450 | -22,428 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-06-30 | Add Add | +0.29% | 48.77 ($49.21) 49.55 | $49.19 | -0.04% | Add 6.16% | 398,643 | 23,124 | |
SO | Southern Co | 2025-06-30 | Reduce Reduce | -0.19% | 84.91 ($89.85) 92.56 | $94.10 | 4.73% | Reduce -55.59% | 5,876 | -7,356 | |
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 2025-06-30 | Add Add | +0.15% | 49.79 ($50.19) 50.59 | $50.44 | 0.50% | Add 3.14% | 402,027 | 12,239 | |
MUB | iShares National Muni Bond ETF | 2025-06-30 | New Buy New Buy | +0.14% | 102.31 ($103.99) 105.8 | $103.24 | -0.72% | New holding | 5,407 | 5,407 |
Wiser Wealth Management, Inc Total Holding History ($B)
Wiser Wealth Management, Inc's Asset Allocation
Wiser Wealth Management, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wiser Wealth Management, Inc's Hypothetical Growth since 2025-06-30
Wiser Wealth Management, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wiser Wealth Management, Inc's Holdings Heat Map
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Wiser Wealth Management, Inc's Holdings Bubble Chart
Wiser Wealth Management, Inc News
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