Wiser Wealth Management, Inc Top Holdings and 13F Report (2025) About Wiser Wealth Management, IncInvestment ActivityWiser Wealth Management, Inc has $356.26 million in total holdings as of December 31, 2024.Wiser Wealth Management, Inc owns shares of 48 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.21% of the portfolio was purchased this quarter.About 1.57% of the portfolio was sold this quarter.This quarter, Wiser Wealth Management, Inc has purchased 49 new stocks and bought additional shares in 32 stocks.Wiser Wealth Management, Inc sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $118,825,169JPMorgan Core Plus Bond ETF $41,074,273Vanguard FTSE Developed Markets ETF $25,734,336Pacer US Cash Cows 100 ETF $22,277,518Vanguard Information Technology ETF $21,720,540 Largest New Holdings this Quarter Alphabet $249,546 HoldingVisa $226,285 HoldingNetflix $209,460 HoldingExxon Mobil $204,364 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 84,862 shares (about $6.10M)Vanguard FTSE Developed Markets ETF 37,038 shares (about $1.77M)Vanguard Total International Bond ETF 32,373 shares (about $1.59M)Vanguard Information Technology ETF 1,253 shares (about $779.11K)iShares 0-5 Year Investment Grade Corporate Bond ETF 15,055 shares (about $748.84K) Largest Sales this Quarter JPMorgan Core Plus Bond ETF 39,425 shares (about $1.82M)Pacer US Cash Cows 100 ETF 17,494 shares (about $988.06K)iShares Core International Aggregate Bond ETF 14,532 shares (about $725.44K)iShares Core MSCI EAFE ETF 7,209 shares (about $506.65K)Eli Lilly and Company 269 shares (about $207.74K) 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$118,825,169$349,687 ▲0.3%220,53333.4%ETFJCPBJPMorgan Core Plus Bond ETF$41,074,273$1,816,310 ▼-4.2%891,56211.5%ETFVEAVanguard FTSE Developed Markets ETF$25,734,336$1,771,157 ▲7.4%538,1507.2%ETFCOWZPacer US Cash Cows 100 ETF$22,277,518$988,061 ▼-4.2%394,4326.3%ETFVGTVanguard Information Technology ETF$21,720,540$779,109 ▲3.7%34,9326.1%ETFBNDXVanguard Total International Bond ETF$18,746,179$1,587,896 ▲9.3%382,1855.3%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$18,489,696$748,835 ▲4.2%371,7275.2%ManufacturingIVViShares Core S&P 500 ETF$16,901,063$1,177 ▲0.0%28,7104.7%ETFBSVVanguard Short-Term Bond ETF$14,681,964$596,523 ▲4.2%190,0094.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$13,005,766$127,990 ▲1.0%122,6503.7%ETFBNDVanguard Total Bond Market ETF$10,445,047$6,102,412 ▲140.5%145,2522.9%ETFAAPLApple$2,616,327$279,212 ▲11.9%10,4480.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,603,285$82,843 ▲3.3%22,5940.7%ETFVVVanguard Large-Cap ETF$2,534,699$1,079 ▼0.0%9,3980.7%ETFVTIVanguard Total Stock Market ETF$2,521,523$2,608 ▼-0.1%8,7010.7%ETFIAGGiShares Core International Aggregate Bond ETF$2,261,734$725,440 ▼-24.3%45,3070.6%ETFVXUSVanguard Total International Stock ETF$1,868,073$122,869 ▲7.0%31,7000.5%ETFSUBiShares Short-Term National Muni Bond ETF$1,739,338$52,423 ▼-2.9%16,4900.5%ETFHDHome Depot$1,717,379$36,176 ▲2.2%4,4150.5%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,688,196$506,649 ▼-23.1%24,0210.5%ETFBITWISE BITCOIN ETF TR$1,406,598$127,225 ▲9.9%27,6620.4%SHS BEN INTMSFTMicrosoft$1,300,624$224,216 ▲20.8%3,0860.4%Computer and TechnologyNVDANVIDIA$1,215,594$256,897 ▲26.8%9,0520.3%Computer and TechnologySOSouthern$1,092,822$12,513 ▲1.2%13,2750.3%UtilitiesSPYSPDR S&P 500 ETF Trust$848,520$6,446 ▼-0.8%1,4480.2%FinanceAMZNAmazon.com$817,008$136,899 ▲20.1%3,7240.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$753,524$198,955 ▲35.9%3,8480.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$691,371$18,929 ▼-2.7%9,6790.2%ETFGOOGLAlphabet$670,760$120,407 ▲21.9%3,5430.2%Computer and TechnologyBITWISE ETHEREUM ETF$565,577$55,371 ▲10.9%23,5950.2%SHSFTECFidelity MSCI Information Technology Index ETF$454,6200.0%2,4590.1%ETFTSLATesla$449,878$71,480 ▲18.9%1,1140.1%Auto/Tires/TrucksPGProcter & Gamble$448,447$62,363 ▼-12.2%2,6750.1%Consumer StaplesMETAMeta Platforms$447,915$88,412 ▲24.6%7650.1%Computer and TechnologyAVGOBroadcom$370,480$73,957 ▲24.9%1,5980.1%Computer and TechnologyBRK.BBerkshire Hathaway$335,880$57,113 ▲20.5%7410.1%FinanceJPMJPMorgan Chase & Co.$306,205$37,646 ▲14.0%1,2770.1%FinanceWMTWalmart$299,059$22,497 ▲8.1%3,3100.1%Retail/WholesaleADPAutomatic Data Processing$274,525$6,731 ▲2.5%9380.1%Business ServicesGOOGAlphabet$249,546$249,546 ▲New Holding1,3100.1%Computer and TechnologyNSCNorfolk Southern$248,547$3,520 ▲1.4%1,0590.1%TransportationUNHUnitedHealth Group$243,825$30,858 ▲14.5%4820.1%MedicalWYWeyerhaeuser$237,164$84 ▲0.0%8,4250.1%ConstructionLLYEli Lilly and Company$227,049$207,742 ▼-47.8%2940.1%MedicalVVisa$226,285$226,285 ▲New Holding7160.1%Business ServicesLOWLowe's Companies$211,745$6,663 ▲3.2%8580.1%Retail/WholesaleNFLXNetflix$209,460$209,460 ▲New Holding2350.1%Consumer DiscretionaryXOMExxon Mobil$204,364$204,364 ▲New Holding1,9000.1%Oils/EnergyMUBiShares National Muni Bond ETF$0$563,731 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$260,106 ▼-100.0%00.0%MedicalIAUiShares Gold Trust$0$202,776 ▼-100.0%00.0%FinanceMUIBlackRock Municipal Income Fund$0$139,638 ▼-100.0%00.0%Financial ServicesSYRSSyros Pharmaceuticals$0$21,500 ▼-100.0%00.0%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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