13F HOLDINGS REPORT
Wiser Wealth Management, Inc
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001573263-25-000005
Total Value
$399.3M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 232,397 | $132.0M | 33.06% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 985,192 | $46.4M | 11.61% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 585,007 | $33.4M | 8.35% |
| 4 | VANGUARD WORLD FD | 92204A702 | 41,451 | $27.5M | 6.88% |
| 5 | ISHARES TR | 46434V100 | 402,027 | $20.3M | 5.09% |
| 6 | VANGUARD CHARLOTTE FDS | 92203J407 | 398,643 | $19.7M | 4.94% |
| 7 | PACER FDS TR | 69374H881 | 356,450 | $19.6M | 4.92% |
| 8 | ISHARES TR | 464287200 | 30,684 | $19.1M | 4.77% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 201,675 | $15.9M | 3.97% |
| 10 | VANGUARD ADMIRAL FDS INC | 921932828 | 141,586 | $14.3M | 3.59% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 148,013 | $10.9M | 2.73% |
| 12 | ISHARES TR | 46435G672 | 77,610 | $4.0M | 0.99% |
| 13 | ISHARES TR | 464287804 | 27,778 | $3.0M | 0.76% |
| 14 | VANGUARD INDEX FDS | 922908637 | 9,275 | $2.6M | 0.66% |
| 15 | BITWISE BITCOIN ETF TR | BITB | 42,101 | $2.5M | 0.62% |
| 16 | VANGUARD STAR FDS | 921909768 | 35,153 | $2.4M | 0.61% |
| 17 | APPLE INC | AAPL | 11,282 | $2.3M | 0.58% |
| 18 | ISHARES TR | 46432F842 | 24,774 | $2.1M | 0.52% |
| 19 | MICROSOFT CORP | MSFT | 3,560 | $1.8M | 0.44% |
| 20 | NVIDIA CORPORATION | NVDA | 10,751 | $1.7M | 0.43% |
| 21 | HOME DEPOT INC | HD | 4,616 | $1.7M | 0.42% |
| 22 | ISHARES TR | 464288158 | 15,476 | $1.6M | 0.41% |
| 23 | VANGUARD INDEX FDS | 922908769 | 4,266 | $1.3M | 0.32% |
| 24 | SPDR S&P 500 ETF TR | SPY | 2,050 | $1.3M | 0.32% |
| 25 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,520 | $1.1M | 0.28% |
| 26 | AMAZON COM INC | AMZN | 4,070 | $892,917 | 0.22% |
| 27 | BITWISE ETHEREUM ETF | ETHW | 47,062 | $849,939 | 0.21% |
| 28 | META PLATFORMS INC | META | 928 | $684,948 | 0.17% |
| 29 | ALPHABET INC | GOOG | 3,573 | $629,626 | 0.16% |
| 30 | WALMART INC | WMT | 5,864 | $573,382 | 0.14% |
| 31 | ISHARES TR | 464288414 | 5,407 | $564,885 | 0.14% |
| 32 | SPDR SER TR | 78464A805 | 7,457 | $558,455 | 0.14% |
| 33 | SOUTHERN CO | SOMN | 5,876 | $539,583 | 0.14% |
| 34 | BROADCOM INC | AVGO | 1,937 | $533,934 | 0.13% |
| 35 | JPMORGAN CHASE & CO. | VYLD | 1,511 | $438,169 | 0.11% |
| 36 | FIDELITY COVINGTON TRUST | 316092808 | 2,165 | $426,981 | 0.11% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 863 | $419,220 | 0.10% |
| 38 | TESLA INC | TSLA | 1,278 | $405,969 | 0.10% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 2,504 | $398,921 | 0.10% |
| 40 | NETFLIX INC | NFLX | 266 | $356,209 | 0.09% |
| 41 | VISA INC | V | 903 | $320,610 | 0.08% |
| 42 | AUTOMATIC DATA PROCESSING IN | ADP | 989 | $304,949 | 0.08% |
| 43 | ALPHABET INC | GOOG | 1,692 | $300,099 | 0.08% |
| 44 | PHILIP MORRIS INTL INC | 718172109 | 1,560 | $284,123 | 0.07% |
| 45 | NORFOLK SOUTHN CORP | 655844108 | 1,092 | $279,519 | 0.07% |
| 46 | ELI LILLY & CO | LLY | 312 | $243,213 | 0.06% |
| 47 | WEYERHAEUSER CO MTN BE | WY | 8,283 | $212,790 | 0.05% |
| 48 | COSTCO WHSL CORP NEW | 22160K105 | 209 | $206,897 | 0.05% |
| 49 | MASTERCARD INCORPORATED | MA | 368 | $206,794 | 0.05% |
| 50 | EXXON MOBIL CORP | XOM | 1,911 | $205,987 | 0.05% |