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Size ($ in 1000's)
At 03/31/2024: $304,806
At 12/31/2023: $274,383
Wiser Wealth Management Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wiser Wealth Management Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Wiser Wealth Management Inc top holdings by largest position size, as per the latest 13f filing made by Wiser Wealth Management Inc.
In the Wiser Wealth Management Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Wiser Wealth Management Inc in that top holding, then the share count change between reporting periods, and finally the Wiser Wealth Management Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
217,228 |
+8,735 |
$104,422 | | VOO | 217,228 | +8,735 | $104,422 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
867,111 |
+867,111 |
$40,446 | | JCPB | 867,111 | +867,111 | $40,446 | | PACER FDS TR |
463,529 |
+17,137 |
$26,936 | | COWZ | 463,529 | +17,137 | $26,936 | | VANGUARD TAX MANAGED FDS (VEA) |
476,992 |
+13,901 |
$23,931 | | VEA | 476,992 | +13,901 | $23,931 | | VANGUARD CHARLOTTE FDS (BNDX) |
346,560 |
+7,573 |
$17,047 | | BNDX | 346,560 | +7,573 | $17,047 | | ISHARES TR (SLQD) |
330,082 |
+14,814 |
$16,247 | | SLQD | 330,082 | +14,814 | $16,247 | | VANGUARD WORLD FDS (VGT) |
29,676 |
+1,144 |
$15,560 | | VGT | 29,676 | +1,144 | $15,560 | | ISHARES TR (IVV) |
27,657 |
-378 |
$14,540 | | IVV | 27,657 | -378 | $14,540 | | VANGUARD BD INDEX FDS (BSV) |
187,260 |
-245,539 |
$14,357 | | BSV | 187,260 | -245,539 | $14,357 | | VANGUARD ADMIRAL FDS INC (VIOO) |
116,161 |
+6,521 |
$11,790 | | VIOO | 116,161 | +6,521 | $11,790 | | ISHARES TR (SUB) |
22,398 |
-1,165 |
$2,346 | | SUB | 22,398 | -1,165 | $2,346 | | ISHARES TR (IJR) |
20,873 |
-219 |
$2,307 | | IJR | 20,873 | -219 | $2,307 | | VANGUARD INDEX FDS (VV) |
9,423 |
-5 |
$2,259 | | VV | 9,423 | -5 | $2,259 | | HOME DEPOT INC |
4,290 |
+39 |
$1,646 | | HD | 4,290 | +39 | $1,646 | | APPLE INC |
9,549 |
+476 |
$1,637 | | AAPL | 9,549 | +476 | $1,637 | | VANGUARD STAR FDS (VXUS) |
26,901 |
+772 |
$1,622 | | VXUS | 26,901 | +772 | $1,622 | | VANGUARD INDEX FDS (VTI) |
5,394 |
+2,233 |
$1,402 | | VTI | 5,394 | +2,233 | $1,402 | | ISHARES TR (IAGG) |
25,278 |
+2,478 |
$1,263 | | IAGG | 25,278 | +2,478 | $1,263 | | MICROSOFT CORP |
1,700 |
+399 |
$715 | | MSFT | 1,700 | +399 | $715 | | SPDR S&P 500 ETF TR (SPY) |
1,350 |
UNCH |
$706 | | SPY | 1,350 | UNCH | $706 | | SPDR SER TR (SPTM) |
10,315 |
-502 |
$662 | | SPTM | 10,315 | -502 | $662 | | ISHARES TR (IEFA) |
8,650 |
+61 |
$642 | | IEFA | 8,650 | +61 | $642 | | VANGUARD BD INDEX FDS (BND) |
4,686 |
-32,484 |
$340 | | BND | 4,686 | -32,484 | $340 | | PROCTER AND GAMBLE CO |
1,887 |
+68 |
$306 | | PG | 1,887 | +68 | $306 | | WEYERHAEUSER CO MTN BE |
8,213 |
+19 |
$295 | | WY | 8,213 | +19 | $295 | | NORFOLK SOUTHN CORP |
996 |
+6 |
$254 | | NSC | 996 | +6 | $254 | | VANGUARD SPECIALIZED FUNDS (VIG) |
1,331 |
UNCH |
$243 | | VIG | 1,331 | UNCH | $243 | | AMAZON COM INC |
1,329 |
+1,329 |
$240 | | AMZN | 1,329 | +1,329 | $240 | | ALPHABET INC |
1,558 |
+1,558 |
$235 | | GOOGL | 1,558 | +1,558 | $235 | | VANGUARD MUN BD FDS (VTEB) |
4,112 |
-375 |
$208 | | VTEB | 4,112 | -375 | $208 |
See Full List: All Stocks Held By Wiser Wealth Management Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wiser Wealth Management Inc
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