Wiser Wealth Management, Inc
76 holdingsFiling period: 2026-06-30Current AUM: $528.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 242.0K | $166.2M | $170.2M | 32.21% | -2,155 | 2026-06-30 |
| 2 | JCPB | J P Morgan Exchange Traded F | 1.31M | $61.7M | $59.7M | 11.29% | +29.6K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 630.3K | $44.9M | $43.7M | 8.27% | +11.9K | 2026-06-30 |
| 4 | VGT | Vanguard World FD | 304.7K | $36.4M | $36.9M | 6.98% | +265.9K | 2026-06-30 |
| 5 | SLQD | iShares TR | 510.3K | $25.7M | $25.3M | 4.80% | +18.9K | 2026-06-30 |
| 6 | COWZ | Pacer Fds TR | 400.3K | $24.9M | $28.5M | 5.40% | +12.2K | 2026-06-30 |
| 7 | BNDX | Vanguard Charlotte Fds | 496.5K | $24.0M | $23.5M | 4.44% | -8,815 | 2026-06-30 |
| 8 | VIOO | Vanguard Admiral Fds Inc | 153.1K | $21.1M | $19.8M | 3.75% | -1,247 | 2026-06-30 |
| 9 | IVV | iShares TR | 26.7K | $20.0M | $20.5M | 3.89% | -287 | 2026-06-30 |
| 10 | BSV | Vanguard BD Index Fds | 250.4K | $19.5M | $19.2M | 3.64% | +6.9K | 2026-06-30 |
| 11 | BND | Vanguard BD Index Fds | 169.5K | $12.4M | $12.1M | 2.29% | +21.1K | 2026-06-30 |
| 12 | IAGG | iShares TR | 128.9K | $6.5M | $6.4M | 1.21% | +34.0K | 2026-06-30 |
| 13 | AAPL | Apple Inc | 14.0K | $4.0M | $4.8M | 0.91% | +1.7K | 2026-06-30 |
| 14 | IJR | iShares TR | 27.0K | $4.0M | $3.7M | 0.71% | -433 | 2026-06-30 |
| 15 | BITB | Bitwise Bitcoin ETF TR | 98.1K | $3.1M | $4.2M | 0.80% | +564 | 2026-06-30 |
| 16 | VV | Vanguard Index Fds | 9.1K | $3.1M | $3.2M | 0.61% | -34 | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 14.0K | $2.8M | $3.0M | 0.57% | +1.2K | 2026-06-30 |
| 18 | SUB | iShares TR | 23.3K | $2.5M | $2.5M | 0.47% | +3.3K | 2026-06-30 |
| 19 | VTI | Vanguard Index Fds | 6.5K | $2.4M | $2.4M | 0.46% | +181 | 2026-06-30 |
| 20 | IEFA | iShares TR | 22.7K | $2.2M | $2.2M | 0.41% | -2,633 | 2026-06-30 |
| 21 | SPY | State Str Spdr S&P 500 ETF T | 2.7K | $2.0M | $2.1M | 0.39% | +363 | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 5.4K | $2.0M | $2.9M | 0.54% | +808 | 2026-06-30 |
| 23 | GOOGL | Alphabet Inc | 5.3K | $1.9M | $1.7M | 0.32% | +283 | 2026-06-30 |
| 24 | HD | Home Depot Inc | 4.4K | $1.6M | $1.4M | 0.27% | -428 | 2026-06-30 |
| 25 | VXUS | Vanguard Star Fds | 17.3K | $1.5M | $1.4M | 0.27% | -777 | 2026-06-30 |
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