Wiser Wealth Management, Inc
59 holdingsFiling period: 2026-03-31Current AUM: $508.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 244.1K | $145.9M | $167.6M | 32.99% | +11.0K | 2026-03-31 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.29M | $60.5M | $59.4M | 11.68% | +95.8K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 618.3K | $39.6M | $43.7M | 8.59% | +7.0K | 2026-03-31 |
| 4 | VGT | VANGUARD WORLD FD | 38.8K | $27.0M | $35.1M | 6.91% | +1.8K | 2026-03-31 |
| 5 | SLQD | ISHARES TR | 491.4K | $24.8M | $24.6M | 4.85% | +28.4K | 2026-03-31 |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 505.3K | $24.3M | $24.1M | 4.75% | +34.8K | 2026-03-31 |
| 7 | COWZ | PACER FDS TR | 388.0K | $24.3M | $26.0M | 5.11% | +12.0K | 2026-03-31 |
| 8 | BSV | VANGUARD BD INDEX FDS | 243.5K | $19.1M | $18.9M | 3.72% | +16.1K | 2026-03-31 |
| 9 | VIOO | VANGUARD ADMIRAL FDS INC | 154.4K | $17.7M | $20.8M | 4.10% | +5.6K | 2026-03-31 |
| 10 | IVV | ISHARES TR | 27.0K | $17.6M | $20.3M | 3.99% | +224 | 2026-03-31 |
| 11 | BND | VANGUARD BD INDEX FDS | 148.4K | $10.9M | $10.7M | 2.11% | -664 | 2026-03-31 |
| 12 | IAGG | ISHARES TR | 94.9K | $4.7M | $4.7M | 0.93% | +3.4K | 2026-03-31 |
| 13 | BITB | BITWISE BITCOIN ETF TR | 97.5K | $3.6M | $3.3M | 0.66% | +37.9K | 2026-03-31 |
| 14 | IJR | ISHARES TR | 27.4K | $3.4M | $4.0M | 0.78% | -641 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 12.3K | $3.1M | $3.8M | 0.75% | +323 | 2026-03-31 |
| 16 | VV | VANGUARD INDEX FDS | 9.1K | $2.7M | $3.1M | 0.62% | +2 | 2026-03-31 |
| 17 | IEFA | ISHARES TR | 25.4K | $2.3M | $2.5M | 0.49% | +2.5K | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 12.8K | $2.2M | $2.6M | 0.51% | +1.0K | 2026-03-31 |
| 19 | SUB | ISHARES TR | 20.0K | $2.1M | $2.1M | 0.42% | +163 | 2026-03-31 |
| 20 | VTI | VANGUARD INDEX FDS | 6.3K | $2.0M | $2.3M | 0.46% | +2.5K | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 4.6K | $1.7M | $2.1M | 0.42% | +208 | 2026-03-31 |
| 22 | ETHW | BITWISE ETHEREUM ETF | 108.4K | $1.6M | $1.4M | 0.28% | +48.0K | 2026-03-31 |
| 23 | HD | HOME DEPOT INC | 4.8K | $1.6M | $1.6M | 0.32% | +442 | 2026-03-31 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | 2.3K | $1.5M | $1.7M | 0.34% | +293 | 2026-03-31 |
| 25 | GOOGL | ALPHABET INC | 5.1K | $1.5M | $1.8M | 0.35% | +267 | 2026-03-31 |
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