Wiser Wealth Management, Inc Portfolio Holdings - 13F Filings | 13F Fund Database
Wiser Wealth Management, Inc 13F Holdings
CIK 0001573263
As of Sep 30, 2025, Wiser Wealth Management, Inc reported
54 positions worth $437.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 231,835 |
|
42.0M32.46% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 1,120,590 | $53.3M | 12.18% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 607,303 | $36.4M | 8.32% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 37,383 | $27.9M | 6.38% |
| Ishares Tr | — | — | 449,115 | $22.8M | 5.22% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 452,587 | $22.4M | 5.12% |
| PACER US CASH COWS 100 ETF | COWZ | — | 369,827 | $21.3M | 4.86% |
| ISHARES CORE S&P 500 ETF | IVV | — | 28,953 |
9.4M | 4.43% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 219,060 |
7.3M | 3.95% |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | VIOO | — | 147,385 |
6.3M | 3.72% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 151,543 |
1.3M | 2.58% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 83,211 | $4.3M | 0.97% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 27,332 | $3.2M | 0.74% |
| APPLE INC | AAPL | Technology | 11,794 | $3.0M | 0.69% |
| BITWISE BITCOIN ETF | BITB | — | 45,516 | $2.8M | 0.65% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 9,123 | $2.8M | 0.64% |
| MICROSOFT CORP | MSFT | Technology | 4,178 | $2.2M | 0.49% |
| NVIDIA CORP | NVDA | Technology | 11,388 | $2.1M | 0.49% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 18,815 | $2.0M | 0.46% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 22,169 |
.9M | 0.44% |
| HOME DEPOT INC | HD | Consumer Cyclical | 4,442 |
.8M | 0.41% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 21,616 |
.6M | 0.36% |
| BITWISE ETHEREUM ETF | ETHW | — | 49,228 |
.5M | 0.34% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,045 |
.4M | 0.31% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,106 |
.3M | 0.31% |