Wiser Wealth Management, Inc.
CIK:0001573263
Investment Adviser
$405M AUM
54 holdings
Marietta, GA, USA
An investment advisory firm based in Marietta, GA, offering wealth management services.
Top Buys
V
VOOVANGUARD INDEX FDS+$10.0M
J
JCPBJ P MORGAN EXCHANGE TRADED F+$6.9M
V
VEAVANGUARD TAX-MANAGED FDS+$3.0M
B
BNDXVANGUARD CHARLOTTE FDS+$2.6M
S
SLQDISHARES TR+$2.5M
Top Sells
V
VXUSVANGUARD STAR FDS-$840.8K
I
IEFAISHARES TR-$132.6K
W
WMTWALMART INC-$98.9K
A
ADPAUTOMATIC DATA PROCESSING IN-$66.7K
P
PGPROCTER AND GAMBLE CO-$29.1K
Top Holdings
V
VOOVANGUARD INDEX FDS+32.5%$142.0M
J
JCPBJ P MORGAN EXCHANGE TRADED F+12.2%$53.3M
V
VEAVANGUARD TAX-MANAGED FDS+8.3%$36.4M
V
VGTVANGUARD WORLD FD+6.4%$27.9M
S
SLQDISHARES TR+5.2%$22.8M
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 32.46% | $142.0M | 231,835 | $383.07 | $612.38 | +$10.0M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 12.18% | $53.3M | 1,120,590 | $46.42 | $47.55 | +$6.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.32% | $36.4M | 607,303 | $47.12 | $59.92 | +$3.0M |
V VGT | VANGUARD WORLD FD | 6.38% | $27.9M | 37,383 | $447.84 | $746.63 | +$417.6K |
S SLQD | ISHARES TR | 5.22% | $22.8M | 449,115 | $48.99 | $50.83 | +$2.5M |
Industry Allocation
ELECTRONIC COMPUTERS
+0.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.7%
SEMICONDUCTORS & RELATED DEVICES
+0.7%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.6%
SERVICES-PREPACKAGED SOFTWARE
+0.6%