S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
Bezos and Gates Invest in Search for Tech's Best-Kept Secret (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
Bezos and Gates Invest in Search for Tech's Best-Kept Secret (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
Bezos and Gates Invest in Search for Tech's Best-Kept Secret (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
Bezos and Gates Invest in Search for Tech's Best-Kept Secret (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Hunting for Domestic Vanadium - The U.S. Govt. Did WHAT? (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands

Wiser Wealth Management, Inc Top Holdings and 13F Report (2024)

About Wiser Wealth Management, Inc

Investment Activity

  • Wiser Wealth Management, Inc has $274.38 million in total holdings as of December 31, 2023.
  • Wiser Wealth Management, Inc owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 13.58% of the portfolio was purchased this quarter.
  • About 8.97% of the portfolio was sold this quarter.
  • This quarter, Wiser Wealth Management, Inc has purchased 36 new stocks and bought additional shares in 19 stocks.
  • Wiser Wealth Management, Inc sold shares of 6 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

Microsoft
$478,624 Holding
Procter & Gamble
$270,379 Holding
Norfolk Southern
$228,710 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
37,123 shares (about $15.94M)
Pacer US Cash Cows 100 ETF
66,574 shares (about $3.44M)
Vanguard FTSE Developed Markets ETF
59,487 shares (about $2.80M)
Vanguard Total Bond Market ETF
24,318 shares (about $1.77M)
iShares Core S&P 500 ETF
3,422 shares (about $1.61M)

Largest Sales this Quarter

Vanguard S&P Small-Cap 600 ETF
53,672 shares (about $5.14M)
Vanguard FTSE Emerging Markets ETF
82,066 shares (about $3.32M)
Vanguard Total Stock Market ETF
7,176 shares (about $1.67M)
iShares Core S&P Small-Cap ETF
6,967 shares (about $729.04K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWiser Wealth Management, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$89,533,146$15,941,729 21.7%208,49332.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$33,221,634$1,362,720 4.3%432,79912.1%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$23,042,753$3,436,550 17.5%446,3928.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$21,811,594$2,801,839 14.7%463,0917.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$16,620,508$1,060,419 6.8%338,9876.1%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$15,460,723$1,138,904 8.0%315,2685.6%Manufacturing
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$13,186,837$1,604,679 13.9%28,5324.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$13,163,882$1,606,806 13.9%28,0354.8%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$12,156,667$818,011 7.2%160,4424.4%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$10,503,544$5,141,793 -32.9%109,6403.8%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$3,389,324$500,053 17.3%46,2391.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,712,078$1,774,343 189.2%37,1701.0%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$2,481,414$1,566,167 171.1%23,5630.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,207,108$729,040 -24.8%21,0920.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$2,023,4840.0%9,4280.7%ETF
Apple Inc. stock logo
AAPL
Apple
$1,650,425$709,612 75.4%9,0730.6%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,497,713$762,220 103.6%13,8410.5%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,488,578$324,104 -17.9%26,1290.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,439,507$1,693 0.1%4,2510.5%Retail/Wholesale
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,128,120$1,128,120 New Holding22,8000.4%ETF
Goldman Sachs Access Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Access Ultra Short Bond ETF
$904,6620.0%18,0860.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$735,703$1,670,169 -69.4%3,1610.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$630,719$1,402 0.2%1,3500.2%Finance
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$620,679$2,115,829 -77.3%10,8170.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$594,273$72,165 13.8%8,5890.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$478,624$478,624 New Holding1,3010.2%Computer and Technology
Weyerhaeuser stock logo
WY
Weyerhaeuser
$275,2360.0%8,1940.1%Construction
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$270,379$270,379 New Holding1,8190.1%Consumer Staples
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$247,280$3,318,064 -93.1%6,1160.1%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$228,710$228,710 New Holding9900.1%Transportation
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$228,501$1,833 0.8%4,4870.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$224,247$3,538 1.6%1,3310.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$221,6240.0%7360.1%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$0$6,530,799 -100.0%00.0%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$0$1,989,723 -100.0%00.0%ETF
BlackRock Ultra Short-Term Bond ETF stock logo
ICSH
BlackRock Ultra Short-Term Bond ETF
$0$1,774,986 -100.0%00.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$0$275,445 -100.0%00.0%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$0$253,298 -100.0%00.0%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$0$250,409 -100.0%00.0%ETF
The Southern Company stock logo
SO
Southern
$0$232,151 -100.0%00.0%Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: