Wiser Wealth Management, Inc has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $322 Million distributed in 35 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 $111M, J P Morgan Exchange Traded Fd with a value of $42.2M, Vanguard Ftse Developed Market with a value of $25.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $23.4M, and Vanguard Information Technolog with a value of $19.1M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $305M to 322M.
Below you can find more details about Wiser Wealth Management, Inc portfolio as well as his latest detailed transactions.
