13F HOLDINGS REPORT
Wiser Wealth Management, Inc
Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0001573263-25-000002
Total Value
$356.3M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 220,533 | $118.8M | 33.35% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 891,562 | $41.1M | 11.53% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 538,150 | $25.7M | 7.22% |
| 4 | PACER FDS TR | 69374H881 | 394,432 | $22.3M | 6.25% |
| 5 | VANGUARD WORLD FD | 92204A702 | 34,932 | $21.7M | 6.10% |
| 6 | VANGUARD CHARLOTTE FDS | 92203J407 | 382,185 | $18.7M | 5.26% |
| 7 | ISHARES TR | 46434V100 | 371,727 | $18.5M | 5.19% |
| 8 | ISHARES TR | 464287200 | 28,710 | $16.9M | 4.74% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 190,009 | $14.7M | 4.12% |
| 10 | VANGUARD ADMIRAL FDS INC | 921932828 | 122,650 | $13.0M | 3.65% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 145,252 | $10.4M | 2.93% |
| 12 | APPLE INC | AAPL | 10,448 | $2.6M | 0.73% |
| 13 | ISHARES TR | 464287804 | 22,594 | $2.6M | 0.73% |
| 14 | VANGUARD INDEX FDS | 922908637 | 9,398 | $2.5M | 0.71% |
| 15 | VANGUARD INDEX FDS | 922908769 | 8,701 | $2.5M | 0.71% |
| 16 | ISHARES TR | 46435G672 | 45,307 | $2.3M | 0.63% |
| 17 | VANGUARD STAR FDS | 921909768 | 31,700 | $1.9M | 0.52% |
| 18 | ISHARES TR | 464288158 | 16,490 | $1.7M | 0.49% |
| 19 | HOME DEPOT INC | HD | 4,415 | $1.7M | 0.48% |
| 20 | ISHARES TR | 46432F842 | 24,021 | $1.7M | 0.47% |
| 21 | BITWISE BITCOIN ETF TR | BITB | 27,662 | $1.4M | 0.39% |
| 22 | MICROSOFT CORP | MSFT | 3,086 | $1.3M | 0.37% |
| 23 | NVIDIA CORPORATION | NVDA | 9,052 | $1.2M | 0.34% |
| 24 | SOUTHERN CO | SOMN | 13,275 | $1.1M | 0.31% |
| 25 | SPDR S&P 500 ETF TR | SPY | 1,448 | $848,520 | 0.24% |
| 26 | AMAZON COM INC | AMZN | 3,724 | $817,008 | 0.23% |
| 27 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,848 | $753,524 | 0.21% |
| 28 | SPDR SER TR | 78464A805 | 9,679 | $691,371 | 0.19% |
| 29 | ALPHABET INC | GOOG | 3,543 | $670,760 | 0.19% |
| 30 | BITWISE ETHEREUM ETF | ETHW | 23,595 | $565,577 | 0.16% |
| 31 | FIDELITY COVINGTON TRUST | 316092808 | 2,459 | $454,620 | 0.13% |
| 32 | TESLA INC | TSLA | 1,114 | $449,878 | 0.13% |
| 33 | PROCTER AND GAMBLE CO | 742718109 | 2,675 | $448,447 | 0.13% |
| 34 | META PLATFORMS INC | META | 765 | $447,915 | 0.13% |
| 35 | BROADCOM INC | AVGO | 1,598 | $370,480 | 0.10% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 741 | $335,880 | 0.09% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 1,277 | $306,205 | 0.09% |
| 38 | WALMART INC | WMT | 3,310 | $299,059 | 0.08% |
| 39 | AUTOMATIC DATA PROCESSING IN | ADP | 938 | $274,525 | 0.08% |
| 40 | ALPHABET INC | GOOG | 1,310 | $249,546 | 0.07% |
| 41 | NORFOLK SOUTHN CORP | 655844108 | 1,059 | $248,547 | 0.07% |
| 42 | UNITEDHEALTH GROUP INC | UNH | 482 | $243,825 | 0.07% |
| 43 | WEYERHAEUSER CO MTN BE | WY | 8,425 | $237,164 | 0.07% |
| 44 | ELI LILLY & CO | LLY | 294 | $227,049 | 0.06% |
| 45 | VISA INC | V | 716 | $226,285 | 0.06% |
| 46 | LOWES COS INC | 548661107 | 858 | $211,745 | 0.06% |
| 47 | NETFLIX INC | NFLX | 235 | $209,460 | 0.06% |
| 48 | EXXON MOBIL CORP | XOM | 1,900 | $204,364 | 0.06% |