Wiser Advisor Group LLC
CIK 2011550 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- AAPL8.05%
- VOO7.58%
- FMB6.97%
- BND5.15%
- VB3.62%
- HFXI3.50%
- VTV3.20%
- VUG3.17%
- AMZN2.93%
- GOOGL2.64%
Share classes counted separately46.81%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCCommon Stock View history and evidence | $4.84M | 8.05% | 25.14K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFMF Closed and MF Open View history and evidence | $4.56M | 7.58% | 10.44K shares | Prior unavailable — | — | ↗▾ |
| 03 | FMBFIRST TRUST MANAGED MUNICIPAMF Closed and MF Open View history and evidence | $4.19M | 6.97% | 81.09K shares | Prior unavailable — | — | ↗▾ |
| 04 | BNDVANGUARD TOTAL BOND MARKETMF Closed and MF Open View history and evidence | $3.10M | 5.15% | 42.13K shares | Prior unavailable — | — | ↗▾ |
| 05 | VBVANGUARD MOST SM-CAP ETF-USDMF Closed and MF Open View history and evidence | $2.17M | 3.62% | 10.20K shares | Prior unavailable — | — | ↗▾ |
| 06 | HFXINYLIM FTSE INTR EQ CN ETF-UIMF Closed and MF Open View history and evidence | $2.10M | 3.50% | 84.53K shares | Prior unavailable — | — | ↗▾ |
| 07 | VTVVANGUARD MRNGSTR VAL ETF-AUIMF Closed and MF Open View history and evidence | $1.92M | 3.20% | 12.86K shares | Prior unavailable — | — | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIMF Closed and MF Open View history and evidence | $1.90M | 3.17% | 6.12K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMZNAMAZON.COM INCCommon Stock View history and evidence | $1.76M | 2.93% | 11.58K shares | Prior unavailable — | — | ↗▾ |
| 10 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $1.58M | 2.64% | 11.35K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011550 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 13, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 60129134
}Research all 303 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.