The Analysis of Wiser Wealth Management, Inc's Holdings
Currently, Wiser Wealth Management, Inc holds 55 types of securities in its portfolio with a total value $449.7M. In the most recent quarter, they have increased their positions in JCPB (+69.0K shares, valued at $3.3M), BNDX (+18.0K shares, valued at $869.8K), N/A (+1.3K shares, valued at $790.2K); decreased their positions in IVV (-2.2K shares, valued at $1.5M), VGT (-394 shares, valued at $297.0K), BND (-2.5K shares, valued at $186.1K); initiated new positions in KO (+4.5K shares, valued at $313.2K), VCSH (+3.6K shares, valued at $289.0K), FTI (+4.5K shares, valued at $201.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JCPB J P MORGAN EXCHANGE TRADED F1.2M shares6.15%2025-12-312026-01-12
VEA VANGUARD TAX-MANAGED FDS611.4K shares0.67%2025-12-312026-01-12 VGT VANGUARD WORLD FD37.0K shares-1.05%2025-12-312026-01-12 SLQD ISHARES TR463.0K shares3.09%2025-12-312026-01-12 BNDX VANGUARD CHARLOTTE FDS470.6K shares3.98%2025-12-312026-01-12 COWZ PACER FDS TR376.1K shares1.69%2025-12-312026-01-12 IVV ISHARES TR26.8K shares-7.49%2025-12-312026-01-12 BSV VANGUARD BD INDEX FDS227.4K shares3.79%2025-12-312026-01-12 VIOO VANGUARD ADMIRAL FDS INC148.8K shares0.96%2025-12-312026-01-12 BND VANGUARD BD INDEX FDS149.0K shares-1.66%2025-12-312026-01-12 IAGG ISHARES TR91.4K shares9.89%2025-12-312026-01-12 IJR ISHARES TR28.0K shares2.54%2025-12-312026-01-12 AAPL APPLE INC12.0K shares1.58%2025-12-312026-01-12 VV VANGUARD INDEX FDS9.1K shares-0.09%2025-12-312026-01-12 BITB BITWISE BITCOIN ETF TR59.7K shares31.06%2025-12-312026-01-12 NVDA NVIDIA CORPORATION11.8K shares3.74%2025-12-312026-01-12 SUB ISHARES TR19.8K shares5.29%2025-12-312026-01-12 MSFT MICROSOFT CORP4.4K shares4.19%2025-12-312026-01-12 IEFA ISHARES TR22.8K shares3.01%2025-12-312026-01-12 HD HOME DEPOT INC4.4K shares-1.01%2025-12-312026-01-12 ALPHABET INC ALPHABET INC4.8K shares2.33%2025-12-312026-01-12 VXUS VANGUARD STAR FDS19.8K shares-8.54%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR2.0K shares-0.44%2025-12-312026-01-12 ETHW BITWISE ETHEREUM ETF60.4K shares22.72%2025-12-312026-01-12 VTI VANGUARD INDEX FDS3.8K shares-7.09%2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS5.3K shares1.83%2025-12-312026-01-12 AMZN AMAZON COM INC5.0K shares4.59%2025-12-312026-01-12 FTEC FIDELITY COVINGTON TRUST5.0K shares-2.12%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON4.3K shares1.90%2025-12-312026-01-12 BROADCOM INC BROADCOM INC2.2K shares-1.77%2025-12-312026-01-12 META META PLATFORMS INC1.1K shares3.04%2025-12-312026-01-12 MUB ISHARES TR5.9K shares-1.14%2025-12-312026-01-12 ALPHABET INC ALPHABET INC2.0K shares2.85%2025-12-312026-01-12 TSLA TESLA INC1.3K shares6.39%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.1.7K shares2.23%2025-12-312026-01-12 WMT WALMART INC4.7K shares2.85%2025-12-312026-01-12 SO SOUTHERN CO6.0K shares1.92%2025-12-312026-01-12 SPTM SPDR SERIES TRUST6.2K shares-8.38%2025-12-312026-01-12 LLY ELI LILLY & CO453 shares-4.63%2025-12-312026-01-12 V VISA INC1.3K shares2.10%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO2.7K shares12.96%2025-12-312026-01-12 NSC NORFOLK SOUTHN CORP1.1K shares3.20%2025-12-312026-01-12 KO COCA COLA CO4.5K sharesnew addition2025-12-312026-01-12 XOM EXXON MOBIL CORP2.4K shares4.08%2025-12-312026-01-12 VCSH VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-12-312026-01-12 PM PHILIP MORRIS INTL INC1.7K shares6.69%2025-12-312026-01-12 MA MASTERCARD INCORPORATED469 shares-0.42%2025-12-312026-01-12 ORCL ORACLE CORP1.3K shares0.00%2025-12-312026-01-12 NFLX NETFLIX INC2.6K shares849.46%2025-12-312026-01-12 FETH FIDELITY ETHEREUM FD7.4K shares48.70%2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INC621 shares-7.73%2025-12-312026-01-12 WY WEYERHAEUSER CO MTN BE8.6K shares2.04%2025-12-312026-01-12 FTI TECHNIPFMC PLC4.5K sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available