13F HOLDINGS REPORT
Wiser Wealth Management, Inc
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001573263-25-000004
Total Value
$356.4M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 220,752 | $113.4M | 31.83% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 949,295 | $44.7M | 12.53% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 559,193 | $28.4M | 7.97% |
| 4 | PACER FDS TR | 69374H881 | 378,878 | $20.7M | 5.82% |
| 5 | ISHARES TR | 46434V100 | 389,788 | $19.6M | 5.50% |
| 6 | VANGUARD WORLD FD | 92204A702 | 36,103 | $19.6M | 5.49% |
| 7 | VANGUARD CHARLOTTE FDS | 92203J407 | 375,519 | $18.3M | 5.14% |
| 8 | ISHARES TR | 464287200 | 31,273 | $17.6M | 4.93% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 198,314 | $15.5M | 4.36% |
| 10 | VANGUARD ADMIRAL FDS INC | 921932828 | 126,303 | $12.2M | 3.42% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 149,336 | $11.0M | 3.08% |
| 12 | ISHARES TR | 46435G672 | 78,360 | $3.9M | 1.10% |
| 13 | ISHARES TR | 464287804 | 24,412 | $2.6M | 0.72% |
| 14 | APPLE INC | AAPL | 10,833 | $2.4M | 0.68% |
| 15 | VANGUARD INDEX FDS | 922908637 | 9,309 | $2.4M | 0.67% |
| 16 | VANGUARD STAR FDS | 921909768 | 32,630 | $2.0M | 0.57% |
| 17 | ISHARES TR | 46432F842 | 24,824 | $1.9M | 0.53% |
| 18 | HOME DEPOT INC | HD | 4,528 | $1.7M | 0.47% |
| 19 | ISHARES TR | 464288158 | 15,618 | $1.6M | 0.46% |
| 20 | BITWISE BITCOIN ETF TR | BITB | 34,968 | $1.6M | 0.44% |
| 21 | VANGUARD INDEX FDS | 922908769 | 5,301 | $1.5M | 0.41% |
| 22 | VANGUARD SPECIALIZED FUNDS | 921908844 | 7,058 | $1.4M | 0.38% |
| 23 | SOUTHERN CO | SOMN | 13,232 | $1.2M | 0.34% |
| 24 | MICROSOFT CORP | MSFT | 3,190 | $1.2M | 0.34% |
| 25 | SPDR S&P 500 ETF TR | SPY | 1,967 | $1.1M | 0.31% |
| 26 | NVIDIA CORPORATION | NVDA | 9,498 | $1.0M | 0.29% |
| 27 | AMAZON COM INC | AMZN | 3,889 | $739,921 | 0.21% |
| 28 | ALPHABET INC | GOOG | 3,647 | $563,904 | 0.16% |
| 29 | SPDR SER TR | 78464A805 | 8,037 | $546,596 | 0.15% |
| 30 | META PLATFORMS INC | META | 835 | $481,261 | 0.14% |
| 31 | PROCTER AND GAMBLE CO | 742718109 | 2,665 | $454,152 | 0.13% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 820 | $436,716 | 0.12% |
| 33 | BITWISE ETHEREUM ETF | ETHW | 32,941 | $432,181 | 0.12% |
| 34 | ISHARES TR | 464287226 | 3,697 | $365,718 | 0.10% |
| 35 | JPMORGAN CHASE & CO. | VYLD | 1,334 | $327,328 | 0.09% |
| 36 | FIDELITY COVINGTON TRUST | 316092808 | 1,857 | $299,478 | 0.08% |
| 37 | TESLA INC | TSLA | 1,133 | $293,628 | 0.08% |
| 38 | WALMART INC | WMT | 3,331 | $292,428 | 0.08% |
| 39 | BROADCOM INC | AVGO | 1,719 | $287,812 | 0.08% |
| 40 | AUTOMATIC DATA PROCESSING IN | ADP | 942 | $287,751 | 0.08% |
| 41 | VISA INC | V | 785 | $275,111 | 0.08% |
| 42 | ELI LILLY & CO | LLY | 316 | $261,108 | 0.07% |
| 43 | NORFOLK SOUTHN CORP | 655844108 | 1,057 | $250,350 | 0.07% |
| 44 | WEYERHAEUSER CO MTN BE | WY | 8,468 | $247,943 | 0.07% |
| 45 | UNITEDHEALTH GROUP INC | UNH | 469 | $245,639 | 0.07% |
| 46 | EXXON MOBIL CORP | XOM | 1,945 | $231,298 | 0.06% |
| 47 | NETFLIX INC | NFLX | 245 | $228,470 | 0.06% |
| 48 | ALPHABET INC | GOOG | 1,399 | $218,497 | 0.06% |
| 49 | LOWES COS INC | 548661107 | 871 | $203,244 | 0.06% |