Wiser Wealth Management, Inc
CIK 1573263 · Holdings on Mar 31, 2024 · First reported Apr 19, 2024
Top ten holdings
Q1 2024- VOO34.26%
- JCPB13.27%
- COWZ8.84%
- VEA7.85%
- BNDX5.59%
- SLQD5.33%
- VGT5.10%
- IVV4.77%
- BSV4.71%
- VIOO3.87%
Share classes counted separately93.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSVWeight decreased · -7.40 pp12.11% → 4.71%Shares -245.54K (-56.73%)
- VOOWeight increased · +1.63 pp32.63% → 34.26%Shares +8.73K (+4.19%)
- BNDWeight decreased · -0.88 pp0.99% → 0.11%Shares -32.48K (-87.39%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $104.42M | 34.26% | 217.23K shares | 32.63% → 34.26%+1.63 pp +8.73K (+4.19%) | Added | ↗▾ |
| 02 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $40.45M | 13.27% | 867.11K shares | Prior unavailable +867.11K | New | ↗▾ |
| 03 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $26.94M | 8.84% | 463.53K shares | 8.40% → 8.84%+0.44 pp +17.14K (+3.84%) | Added | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $23.93M | 7.85% | 476.99K shares | 7.95% → 7.85%-0.10 pp +13.90K (+3.00%) | Added | ↗▾ |
| 05 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $17.05M | 5.59% | 346.56K shares | 6.06% → 5.59%-0.47 pp +7.57K (+2.23%) | Added | ↗▾ |
| 06 | SLQDISHARES 0-5 YR INV GRD CORP0-5YR INVT GR CP View history and evidence | $16.25M | 5.33% | 330.08K shares | 5.63% → 5.33%-0.30 pp +14.81K (+4.70%) | Added | ↗▾ |
| 07 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $15.56M | 5.10% | 29.68K shares | 4.81% → 5.10%+0.29 pp +1.14K (+4.01%) | Added | ↗▾ |
| 08 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $14.54M | 4.77% | 27.66K shares | 4.80% → 4.77%-0.03 pp -378 (-1.35%) | Reduced | ↗▾ |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $14.36M | 4.71% | 187.26K shares | 12.11% → 4.71%-7.40 pp -245.54K (-56.73%) | Reduced | ↗▾ |
| 10 | VIOOVANGUARD S&P SMALL-CAP 600 ESMLLCP 600 IDX View history and evidence | $11.79M | 3.87% | 116.16K shares | 3.83% → 3.87%+0.04 pp +6.52K (+5.95%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIV VANGUARD INTERMEDIATE-TERM B | Non-derivative | -160,442 | -$12.16M | SEC filing ↗ | SEC filing ↗ |
| BLV VANGUARD LONG-TERM BOND ETF | Non-derivative | -46,239 | -$3.39M | SEC filing ↗ | SEC filing ↗ |
| MUB ISHARES NATIONAL MUNI BOND E | Non-derivative | -13,841 | -$1.50M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1573263 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 304805952
}Research all 31 reported holdings.
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