The Analysis of Wiser Wealth Management, Inc's Holdings
Currently, Wiser Wealth Management, Inc holds 54 types of securities in its portfolio with a total value $437.4M. In the most recent quarter, they have increased their positions in JCPB (+135.4K shares, valued at $6.4M), BNDX (+53.9K shares, valued at $2.7M), SLQD (+47.1K shares, valued at $2.4M); decreased their positions in VGT (-4.1K shares, valued at $3.0M), IVV (-1.7K shares, valued at $1.2M), VXUS (-13.5K shares, valued at $994.4K); initiated new positions in JNJ (+4.2K shares, valued at $782.5K), ORCL (+1.3K shares, valued at $359.1K), UNH (+673 shares, valued at $232.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS231.8K shares-0.24%2025-09-302025-10-07
JCPB J P MORGAN EXCHANGE TRADED F1.1M shares13.74%2025-09-302025-10-07 VEA VANGUARD TAX-MANAGED FDS607.3K shares3.81%2025-09-302025-10-07 VGT VANGUARD WORLD FD37.4K shares-9.81%2025-09-302025-10-07 SLQD ISHARES TR449.1K shares11.71%2025-09-302025-10-07 BNDX VANGUARD CHARLOTTE FDS452.6K shares13.53%2025-09-302025-10-07 COWZ PACER FDS TR369.8K shares3.75%2025-09-302025-10-07 IVV ISHARES TR29.0K shares-5.64%2025-09-302025-10-07 BSV VANGUARD BD INDEX FDS219.1K shares8.62%2025-09-302025-10-07 VIOO VANGUARD ADMIRAL FDS INC147.4K shares4.10%2025-09-302025-10-07 BND VANGUARD BD INDEX FDS151.5K shares2.38%2025-09-302025-10-07 IAGG ISHARES TR83.2K shares7.22%2025-09-302025-10-07 IJR ISHARES TR27.3K shares-1.61%2025-09-302025-10-07 AAPL APPLE INC11.8K shares4.54%2025-09-302025-10-07 BITB BITWISE BITCOIN ETF TR45.5K shares8.11%2025-09-302025-10-07 VV VANGUARD INDEX FDS9.1K shares-1.64%2025-09-302025-10-07 MSFT MICROSOFT CORP4.2K shares17.36%2025-09-302025-10-07 NVDA NVIDIA CORPORATION11.4K shares5.93%2025-09-302025-10-07 SUB ISHARES TR18.8K shares21.58%2025-09-302025-10-07 IEFA ISHARES TR22.2K shares-10.52%2025-09-302025-10-07 HD HOME DEPOT INC4.4K shares-3.77%2025-09-302025-10-07 VXUS VANGUARD STAR FDS21.6K shares-38.51%2025-09-302025-10-07 ETHW BITWISE ETHEREUM ETF49.2K shares4.60%2025-09-302025-10-07 SPY SPDR S&P 500 ETF TR2.0K shares-0.24%2025-09-302025-10-07 VTI VANGUARD INDEX FDS4.1K shares-3.75%2025-09-302025-10-07 GOOGL ALPHABET INC4.7K shares31.15%2025-09-302025-10-07 FTEC FIDELITY COVINGTON TRUST5.1K shares135.33%2025-09-302025-10-07 VIG VANGUARD SPECIALIZED FUNDS5.2K shares-5.14%2025-09-302025-10-07 AMZN AMAZON COM INC4.8K shares17.67%2025-09-302025-10-07 META META PLATFORMS INC1.1K shares16.81%2025-09-302025-10-07 JNJ JOHNSON & JOHNSON4.2K sharesnew addition2025-09-302025-10-07 AVGO BROADCOM INC2.2K shares13.78%2025-09-302025-10-07 MUB ISHARES TR6.0K shares10.10%2025-09-302025-10-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares34.65%2025-09-302025-10-07 SO SOUTHERN CO5.9K shares0.36%2025-09-302025-10-07 TSLA TESLA INC1.3K shares-2.11%2025-09-302025-10-07 SPTM SPDR SERIES TRUST6.8K shares-9.15%2025-09-302025-10-07 JPM JPMORGAN CHASE & CO.1.7K shares12.84%2025-09-302025-10-07 WMT WALMART INC4.6K shares-21.49%2025-09-302025-10-07 GOOG ALPHABET INC1.9K shares12.12%2025-09-302025-10-07 V VISA INC1.2K shares37.43%2025-09-302025-10-07 PG PROCTER AND GAMBLE CO2.4K shares-3.87%2025-09-302025-10-07 LLY ELI LILLY & CO475 shares52.24%2025-09-302025-10-07 ORCL ORACLE CORP1.3K sharesnew addition2025-09-302025-10-07 NFLX NETFLIX INC279 shares4.89%2025-09-302025-10-07 NSC NORFOLK SOUTHN CORP1.1K shares-2.56%2025-09-302025-10-07 MA MASTERCARD INCORPORATED471 shares27.99%2025-09-302025-10-07 XOM EXXON MOBIL CORP2.3K shares21.72%2025-09-302025-10-07 PM PHILIP MORRIS INTL INC1.6K shares2.56%2025-09-302025-10-07 ADP AUTOMATIC DATA PROCESSING IN812 shares-17.90%2025-09-302025-10-07 UNH UNITEDHEALTH GROUP INC673 sharesnew addition2025-09-302025-10-07 COST COSTCO WHSL CORP NEW226 shares8.13%2025-09-302025-10-07 WY WEYERHAEUSER CO MTN BE8.4K shares1.65%2025-09-302025-10-07 FETH FIDELITY ETHEREUM FD5.0K sharesnew addition2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available