Wise Wealth Partners
CIK 2056711 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- GOVT16.76%
- SPYM14.97%
- QUAL7.11%
- GLD6.84%
- FDVV5.76%
- CGCP4.72%
- MBND3.29%
- JPIE2.80%
- XMHQ2.67%
- VTI1.77%
Share classes counted separately66.69%
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 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $6.79M | 16.76% | 295.63K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $6.07M | 14.97% | 88.05K shares | Prior unavailable — | — | ↗▾ |
| 03 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $2.88M | 7.11% | 16.20K shares | Prior unavailable — | — | ↗▾ |
| 04 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $2.77M | 6.84% | 11.46K shares | Prior unavailable — | — | ↗▾ |
| 05 | FDVVFIDELITY HIGH DIVIDEND ETFHIGH DIVID ETF View history and evidence | $2.33M | 5.76% | 46.75K shares | Prior unavailable — | — | ↗▾ |
| 06 | CGCPCAP GROUP CORE PLUS INCOMECORE PLUS INCM View history and evidence | $1.91M | 4.72% | 86.19K shares | Prior unavailable — | — | ↗▾ |
| 07 | MBNDSS NUVEEN MUNIC BOND ETF-USDSPDR NUVEEN MUN View history and evidence | $1.34M | 3.29% | 48.52K shares | Prior unavailable — | — | ↗▾ |
| 08 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $1.13M | 2.80% | 24.88K shares | Prior unavailable — | — | ↗▾ |
| 09 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $1.08M | 2.67% | 10.98K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $717.18K | 1.77% | 2.48K 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 2056711 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 40537510
}Research all 46 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.