WW
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Wiser Wealth Management, Inc13F | |
| Wiser Wealth Management, Inc | |
| Last update 2025-04-14 | 49 Stocks (1 new) |
| Value $356.00 Mil | Turnover 3 % |
Wiser Wealth Management, Inc Top Holdings of 2025-03-31
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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 | 220,752 | 113,446.6 | +0.10% | 31.830 | +0.03% | 0.020 | +23.47% | +6.60% | 611,876.4 | ||
JCPB | JPMorgan Core Plus Bond ETF | 949,295 | 44,654.8 | +6.48% | 12.530 | +0.76% | 0.720 | +1.05% | +3.60% | 6,783.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 559,193 | 28,423.8 | +3.91% | 7.970 | +0.30% | 0.020 | +24.12% | +19.66% | 149,968.8 | ||
COWZ | Pacer US Cash Cows 100 ETF | 378,878 | 20,747.4 | -3.94% | 5.820 | -0.25% | 0.090 | +15.78% | +0.22% | 21,077.8 | ||
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 389,788 | 19,598.5 | +4.86% | 5.500 | +0.25% | 0.880 | +2.08% | +3.29% | 2,275.4 | ||
VGT | Vanguard Information Technology ETF | 36,103 | 19,581.5 | +3.35% | 5.490 | +0.18% | 0.020 | +39.35% | +7.70% | 78,704.8 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 375,519 | 18,332.8 | -1.74% | 5.140 | -0.09% | 0.030 | +1.57% | +1.80% | 64,936.2 | ||
IVV | iShares Core S&P 500 ETF | 31,273 | 17,572.4 | +8.93% | 4.930 | +0.40% | 0.000 | +23.58% | +6.63% | 619,462.7 | ||
BSV | Vanguard Short-Term Bond ETF | 198,314 | 15,524.0 | +4.37% | 4.360 | +0.18% | 0.050 | +0.94% | +3.12% | 38,461.7 | ||
VIOO | Vanguard S&P Small-Cap 600 ETF | 126,303 | 12,189.5 | +2.98% | 3.420 | +0.10% | 0.370 | +19.56% | -2.80% | 2,699.6 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Add Add | +0.76% | 45.56 ($46.5) 47.23 | $46.56 | 0.13% | Add 6.48% | 949,295 | 57,733 | |
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2025-03-31 | Add Add | +0.46% | 49.42 ($49.98) 50.43 | $51.02 | 2.08% | Add 72.95% | 78,360 | 33,053 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.40% | 554.06 ($590.51) 615.85 | $623.83 | 5.64% | Add 8.93% | 31,273 | 2,563 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.30% | 47.4 ($50.6) 52.99 | $56.51 | 11.68% | Add 3.91% | 559,193 | 21,043 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.28% | 271.18 ($290.53) 303.12 | $305.60 | 5.19% | Reduce -39.08% | 5,301 | -3,400 | |
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 2025-03-31 | Add Add | +0.25% | 49.6 ($49.97) 50.28 | $50.34 | 0.74% | Add 4.86% | 389,788 | 18,061 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -0.25% | 53.6 ($56.92) 58.97 | $56.20 | -1.26% | Reduce -3.94% | 378,878 | -15,554 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +0.18% | 76.94 ($77.63) 78.28 | $78.20 | 0.73% | Add 4.37% | 198,314 | 8,305 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +0.18% | 542.38 ($602.71) 646.34 | $668.08 | 10.85% | Add 3.35% | 36,103 | 1,171 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.17% | 190.34 ($198.85) 205.23 | $206.49 | 3.84% | Add 83.42% | 7,058 | 3,210 |
Wiser Wealth Management, Inc Total Holding History ($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 2025-03-31
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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