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The Analysis of Wiser Wealth Management, Inc's Holdings & P&L

Currently, Wiser Wealth Management, Inc holds 58 types of securities in its portfolio with a total value $463.7M. In the most recent quarter, they have increased their positions in N/A (+11.0K shares, valued at $6.6M), JCPB (+95.8K shares, valued at $4.5M), BNDX (+34.8K shares, valued at $1.7M); decreased their positions in VXUS (-1.7K shares, valued at $133.2K), IJR (-641 shares, valued at $79.7K), BND (-664 shares, valued at $48.9K); initiated new positions in VEU (+7.1K shares, valued at $536.0K), FBTC (+5.7K shares, valued at $334.2K), COST (+246 shares, valued at $245.1K).

1M P&L

+9.3M+2.87%

3M P&L

-191.3M-36.50%

HY P&L

-185.6M-35.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A296.4M

94.2%

2Consumer Electronics3.1M

1.0%

3Semiconductors2.2M

0.7%

Top Industries by Stock Count

1N/A28 stocks

52.8%

2Discount Stores2 stocks

3.8%

3Drug Manufacturers - General2 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS244.1K shares4.72%2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F1.3M shares8.05%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS618.3K shares1.14%2026-03-312026-04-13

VGT VANGUARD WORLD FD38.8K shares4.79%2026-03-312026-04-13

SLQD ISHARES TR491.4K shares6.14%2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS505.3K shares7.39%2026-03-312026-04-13

COWZ PACER FDS TR388.0K shares3.18%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS243.5K shares7.09%2026-03-312026-04-13

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VIOO VANGUARD ADMIRAL FDS INC154.4K shares3.74%2026-03-312026-04-13

IVV ISHARES TR27.0K shares0.84%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS148.4K shares-0.45%2026-03-312026-04-13

IAGG ISHARES TR94.9K shares3.75%2026-03-312026-04-13

BITB BITWISE BITCOIN ETF TR97.5K shares63.50%2026-03-312026-04-13

IJR ISHARES TR27.4K shares-2.29%2026-03-312026-04-13

AAPL APPLE INC12.3K shares2.70%2026-03-312026-04-13

VV VANGUARD INDEX FDS9.1K shares0.02%2026-03-312026-04-13

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IEFA ISHARES TR25.4K shares11.14%2026-03-312026-04-13

NVDA NVIDIA CORPORATION12.8K shares8.72%2026-03-312026-04-13

SUB ISHARES TR20.0K shares0.82%2026-03-312026-04-13

VTI VANGUARD INDEX FDS6.3K shares65.66%2026-03-312026-04-13

MSFT MICROSOFT CORP4.6K shares4.78%2026-03-312026-04-13

ETHW BITWISE ETHEREUM ETF108.4K shares79.42%2026-03-312026-04-13

HD HOME DEPOT INC4.8K shares10.05%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T2.3K shares14.39%2026-03-312026-04-13

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ALPHABET INC ALPHABET INC5.1K shares5.57%2026-03-312026-04-13

VXUS VANGUARD STAR FDS18.0K shares-8.74%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS6.2K shares16.41%2026-03-312026-04-13

AMZN AMAZON COM INC5.6K shares11.38%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON4.4K shares1.28%2026-03-312026-04-13

FTEC FIDELITY COVINGTON TRUST5.0K shares0.00%2026-03-312026-04-13

BROADCOM INC BROADCOM INC2.4K shares9.19%2026-03-312026-04-13

META META PLATFORMS INC1.2K shares3.40%2026-03-312026-04-13

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MUB ISHARES TR6.1K shares2.91%2026-03-312026-04-13

ALPHABET INC ALPHABET INC2.2K shares13.28%2026-03-312026-04-13

WMT WALMART INC4.9K shares2.51%2026-03-312026-04-13

SO SOUTHERN CO6.0K shares0.25%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F7.1K sharesnew addition2026-03-312026-04-13

TSLA TESLA INC1.4K shares7.59%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares11.10%2026-03-312026-04-13

SPTM SPDR SERIES TRUST6.1K shares-1.74%2026-03-312026-04-13

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JPM JPMORGAN CHASE & CO1.6K shares-6.20%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS5.9K shares61.71%2026-03-312026-04-13

LLY ELI LILLY & CO483 shares6.62%2026-03-312026-04-13

XOM EXXON MOBIL CORP2.6K shares5.49%2026-03-312026-04-13

PG PROCTER & GAMBLE CO2.9K shares7.21%2026-03-312026-04-13

KO COCA COLA CO5.3K shares18.95%2026-03-312026-04-13

V VISA INC1.3K shares-0.32%2026-03-312026-04-13

FBTC FIDELITY WISE ORIGIN BITCOIN5.7K sharesnew addition2026-03-312026-04-13

Sponsored

NSC NORFOLK SOUTHN CORP1.1K shares0.73%2026-03-312026-04-13

FTI TECHNIPFMC PLC4.5K shares0.26%2026-03-312026-04-13

NFLX NETFLIX INC.2.9K shares10.04%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.6K shares-8.49%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION246 sharesnew addition2026-03-312026-04-13

T AT&T INC8.1K sharesnew addition2026-03-312026-04-13

MA MASTERCARD INCORPORATED452 shares-3.62%2026-03-312026-04-13

WY WEYERHAEUSER CO8.6K shares0.56%2026-03-312026-04-13

Sponsored

VUG VANGUARD INDEX FDS480 sharesnew addition2026-03-312026-04-13

TJX TJX COS INC NEW1.3K sharesnew addition2026-03-312026-04-13

VANGUARD INDEX FDS

4.72%

Shares244.1K

Event2026-03-31

Filed2026-04-13

JCPB

J P MORGAN EXCHANGE TRADED F

8.05%

Shares1.3M

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

1.14%

Shares618.3K

Event2026-03-31

Filed2026-04-13

VGT

VANGUARD WORLD FD

4.79%

Shares38.8K

Event2026-03-31

Filed2026-04-13

SLQD

ISHARES TR

6.14%

Shares491.4K

Event2026-03-31

Filed2026-04-13

BNDX

VANGUARD CHARLOTTE FDS

7.39%

Shares505.3K

Event2026-03-31

Filed2026-04-13

COWZ

PACER FDS TR

3.18%

Shares388.0K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

7.09%

Shares243.5K

Event2026-03-31

Filed2026-04-13

VIOO

VANGUARD ADMIRAL FDS INC

3.74%

Shares154.4K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

0.84%

Shares27.0K

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

-0.45%

Shares148.4K

Event2026-03-31

Filed2026-04-13

IAGG

ISHARES TR

3.75%

Shares94.9K

Event2026-03-31

Filed2026-04-13

BITB

BITWISE BITCOIN ETF TR

63.50%

Shares97.5K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-2.29%

Shares27.4K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

2.70%

Shares12.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.02%

Shares9.1K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

11.14%

Shares25.4K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

8.72%

Shares12.8K

Event2026-03-31

Filed2026-04-13

SUB

ISHARES TR

0.82%

Shares20.0K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

65.66%

Shares6.3K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

4.78%

Shares4.6K

Event2026-03-31

Filed2026-04-13

ETHW

BITWISE ETHEREUM ETF

79.42%

Shares108.4K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

10.05%

Shares4.8K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

14.39%

Shares2.3K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

5.57%

Shares5.1K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

-8.74%

Shares18.0K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

16.41%

Shares6.2K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

11.38%

Shares5.6K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

1.28%

Shares4.4K

Event2026-03-31

Filed2026-04-13

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

9.19%

Shares2.4K

Event2026-03-31

Filed2026-04-13