Wiser Wealth Management, Inc Top Holdings and 13F Report (2024) About Wiser Wealth Management, IncInvestment ActivityWiser Wealth Management, Inc has $348.88 million in total holdings as of September 30, 2024.Wiser Wealth Management, Inc owns shares of 49 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.57% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Wiser Wealth Management, Inc has purchased 35 new stocks and bought additional shares in 25 stocks.Wiser Wealth Management, Inc sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $116,026,405JPMorgan Core Plus Bond ETF $44,910,798Vanguard FTSE Developed Markets ETF $26,463,717Pacer US Cash Cows 100 ETF $23,821,704Vanguard Information Technology ETF $19,753,467 Largest New Holdings this Quarter Southern $1,183,429 HoldingEli Lilly and Company $498,844 HoldingFidelity MSCI Information Technology Index ETF $429,096 HoldingBITWISE ETHEREUM ETF $396,318 HoldingJohnson & Johnson $260,106 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,577 shares (about $2.06M)iShares Core MSCI EAFE ETF 15,849 shares (about $1.24M)Southern 13,123 shares (about $1.18M)JPMorgan Core Plus Bond ETF 19,532 shares (about $942.22K)Vanguard Total Bond Market ETF 10,947 shares (about $822.23K) Largest Sales this Quarter Vanguard S&P 500 ETF 2,054 shares (about $1.08M)Pacer US Cash Cows 100 ETF 17,244 shares (about $997.22K)Vanguard FTSE Developed Markets ETF 9,088 shares (about $479.94K)iShares Short-Term National Muni Bond ETF 1,880 shares (about $199.63K)Vanguard Short-Term Bond ETF 360 shares (about $28.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWiser Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$116,026,405$1,083,836 ▼-0.9%219,88433.3%ETFJCPBJPMorgan Core Plus Bond ETF$44,910,798$942,223 ▲2.1%930,98712.9%ETFVEAVanguard FTSE Developed Markets ETF$26,463,717$479,937 ▼-1.8%501,1127.6%ETFCOWZPacer US Cash Cows 100 ETF$23,821,704$997,222 ▼-4.0%411,9266.8%ETFVGTVanguard Information Technology ETF$19,753,467$367,163 ▲1.9%33,6795.7%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$17,986,963$195,265 ▲1.1%356,6725.2%ManufacturingBNDXVanguard Total International Bond ETF$17,588,554$3,419 ▲0.0%349,8125.0%ETFIVViShares Core S&P 500 ETF$16,559,616$2,063,318 ▲14.2%28,7084.7%ETFBSVVanguard Short-Term Bond ETF$14,344,340$28,328 ▼-0.2%182,2894.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$13,137,671$138,795 ▲1.1%121,4433.8%ETFBNDVanguard Total Bond Market ETF$4,535,888$822,228 ▲22.1%60,3901.3%ETFIAGGiShares Core International Aggregate Bond ETF$3,100,843$585,512 ▲23.3%59,8390.9%ETFIJRiShares Core S&P Small-Cap ETF$2,558,471$48,070 ▲1.9%21,8750.7%ETFVVVanguard Large-Cap ETF$2,475,510$5,529 ▼-0.2%9,4020.7%ETFVTIVanguard Total Stock Market ETF$2,466,251$273,808 ▲12.5%8,7100.7%ETFIEFAiShares Core MSCI EAFE ETF$2,437,502$1,237,015 ▲103.0%31,2300.7%ETFAAPLApple$2,174,532$150,514 ▲7.4%9,3330.6%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,917,283$70,437 ▲3.8%29,6150.5%ETFSUBiShares Short-Term National Muni Bond ETF$1,803,822$199,634 ▼-10.0%16,9870.5%ETFHDHome Depot$1,751,248$10,535 ▼-0.6%4,3220.5%Retail/WholesaleSOSouthern$1,183,429$1,183,429 ▲New Holding13,1230.3%UtilitiesMSFTMicrosoft$1,098,967$111,015 ▲11.2%2,5540.3%Computer and TechnologyBITWISE BITCOIN ETF TR$870,268$192,732 ▲28.4%25,1600.2%SHS BEN INTNVDANVIDIA$866,960$108,446 ▲14.3%7,1390.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$837,362$74,037 ▲9.7%1,4590.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$696,677$12,471 ▼-1.8%9,9440.2%ETFAMZNAmazon.com$577,623$42,856 ▲8.0%3,1000.2%Retail/WholesaleMUBiShares National Muni Bond ETF$563,731$543 ▼-0.1%5,1890.2%ETFVIGVanguard Dividend Appreciation ETF$560,875$220,033 ▲64.6%2,8320.2%ETFPGProcter & Gamble$527,723$106,168 ▲25.2%3,0470.2%Consumer StaplesLLYEli Lilly and Company$498,844$498,844 ▲New Holding5630.1%MedicalGOOGLAlphabet$482,160$20,733 ▲4.5%2,9070.1%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$429,096$429,096 ▲New Holding2,4590.1%ETFBITWISE ETHEREUM ETF$396,318$396,318 ▲New Holding21,2850.1%SHSMETAMeta Platforms$351,478$54,954 ▲18.5%6140.1%Computer and TechnologyWYWeyerhaeuser$285,169$3,149 ▲1.1%8,4220.1%ConstructionBRK.BBerkshire Hathaway$283,060$32,678 ▲13.1%6150.1%FinanceJNJJohnson & Johnson$260,106$260,106 ▲New Holding1,6050.1%MedicalNSCNorfolk Southern$259,434$2,485 ▼-0.9%1,0440.1%TransportationADPAutomatic Data Processing$253,155$253,155 ▲New Holding9150.1%Business ServicesWMTWalmart$247,176$247,176 ▲New Holding3,0610.1%Retail/WholesaleUNHUnitedHealth Group$246,150$246,150 ▲New Holding4210.1%MedicalTSLATesla$245,147$245,147 ▲New Holding9370.1%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$236,198$18,348 ▲8.4%1,1200.1%FinanceLOWLowe's Companies$225,211$225,211 ▲New Holding8310.1%Retail/WholesaleAVGOBroadcom$220,628$220,628 ▲New Holding1,2790.1%Computer and TechnologyIAUiShares Gold Trust$202,776$202,776 ▲New Holding4,0800.1%FinanceMUIBlackRock Municipal Income Fund$139,638$139,638 ▲New Holding11,1000.0%Financial ServicesSYRSSyros Pharmaceuticals$21,500$21,500 ▲New Holding10,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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