Wiser Wealth Management, Inc has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $305 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $104M, J P Morgan Exchange Traded Fd with a value of $40.5M, Pacer Fds Tr Us Cash Cows 100 with a value of $26.9M, Vanguard Ftse Developed Market with a value of $23.9M, and Vanguard Total International B with a value of $17M.

Examining the 13F form we can see an increase of $26.3M in the current position value, from $278M to 305M.

Below you can find more details about Wiser Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $305 Million
ETFs: $299 Million
Technology: $2.35 Million
Consumer Cyclical: $1.88 Million
Consumer Defensive: $306,000
Real Estate: $294,000
Industrials: $253,000
Communication Services: $235,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $305 Million
  • Prior Value $278 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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