Wiser Wealth Management, Inc Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$356.4B
Holdings
49
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 220,752 | $113.4B | 31.83% | |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 949,295 | $44.7B | 12.53% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 559,193 | $28.4B | 7.97% | |
| 4 | COWZPACER FDS TR | 378,878 | $20.7B | 5.82% | |
| 5 | SLQDISHARES TR | 389,788 | $19.6B | 5.50% | |
| 6 | VGTVANGUARD WORLD FD | 36,103 | $19.6B | 5.49% | |
| 7 | BNDXVANGUARD CHARLOTTE FDS | 375,519 | $18.3B | 5.14% | |
| 8 | IVVISHARES TR | 31,273 | $17.6B | 4.93% | |
| 9 | BSVVANGUARD BD INDEX FDS | 198,314 | $15.5B | 4.36% | |
| 10 | VIOOVANGUARD ADMIRAL FDS INC | 126,303 | $12.2B | 3.42% | |
| 11 | BNDVANGUARD BD INDEX FDS | 149,336 | $11.0B | 3.08% | |
| 12 | IAGGISHARES TR | 78,360 | $3.9B | 1.10% | |
| 13 | IJRISHARES TR | 24,412 | $2.6B | 0.72% | |
| 14 | AAPLAPPLE INC | 10,833 | $2.4B | 0.68% | |
| 15 | VVVANGUARD INDEX FDS | 9,309 | $2.4B | 0.67% | |
| 16 | VXUSVANGUARD STAR FDS | 32,630 | $2.0B | 0.57% | |
| 17 | AQLTISHARES TR | 24,824 | $1.9B | 0.53% | |
| 18 | HDHOME DEPOT INC | 4,528 | $1.7B | 0.47% | |
| 19 | SUBISHARES TR | 15,618 | $1.6B | 0.46% | |
| 20 | BITBBITWISE BITCOIN ETF TR | 34,968 | $1.6B | 0.44% | |
| 21 | VTIVANGUARD INDEX FDS | 5,301 | $1.5B | 0.41% | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 7,058 | $1.4B | 0.38% | |
| 23 | SOSOUTHERN CO | 13,232 | $1.2B | 0.34% | |
| 24 | MSFTMICROSOFT CORP | 3,190 | $1.2B | 0.34% | |
| 25 | SPYSPDR S&P 500 ETF TR | 1,967 | $1.1B | 0.31% | |
| 26 | NVDANVIDIA CORPORATION | 9,498 | $1.0B | 0.29% | |
| 27 | AMZNAMAZON COM INC | 3,889 | $739.9M | 0.21% | |
| 28 | GOOGLALPHABET INC | 3,647 | $563.9M | 0.16% | |
| 29 | SPTMSPDR SER TR | 8,037 | $546.6M | 0.15% | |
| 30 | METAMETA PLATFORMS INC | 835 | $481.3M | 0.14% | |
| 31 | PGPROCTER AND GAMBLE CO | 2,665 | $454.2M | 0.13% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 820 | $436.7M | 0.12% | |
| 33 | ETHWBITWISE ETHEREUM ETF | 32,941 | $432.2M | 0.12% | |
| 34 | AGGISHARES TR | 3,697 | $365.7M | 0.10% | |
| 35 | JPMJPMORGAN CHASE & CO. | 1,334 | $327.3M | 0.09% | |
| 36 | FTECFIDELITY COVINGTON TRUST | 1,857 | $299.5M | 0.08% | |
| 37 | TSLATESLA INC | 1,133 | $293.6M | 0.08% | |
| 38 | WMTWALMART INC | 3,331 | $292.4M | 0.08% | |
| 39 | AVGOBROADCOM INC | 1,719 | $287.8M | 0.08% | |
| 40 | ADPAUTOMATIC DATA PROCESSING IN | 942 | $287.8M | 0.08% | |
| 41 | VVISA INC | 785 | $275.1M | 0.08% | |
| 42 | LLYELI LILLY & CO | 316 | $261.1M | 0.07% | |
| 43 | NSCNORFOLK SOUTHN CORP | 1,057 | $250.3M | 0.07% | |
| 44 | WYWEYERHAEUSER CO MTN BE | 8,468 | $247.9M | 0.07% | |
| 45 | UNHUNITEDHEALTH GROUP INC | 469 | $245.6M | 0.07% | |
| 46 | XOMEXXON MOBIL CORP | 1,945 | $231.3M | 0.06% | |
| 47 | NFLXNETFLIX INC | 245 | $228.5M | 0.06% | |
| 48 | GOOGALPHABET INC | 1,399 | $218.5M | 0.06% | |
| 49 | LOWLOWES COS INC | 871 | $203.2M | 0.06% |