Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- Latest filing
- Jul 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 27, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 30
- +1 vs. Q3 2021
- Portfolio value
- $204.7M
- +$17.1M (+9.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 102,693 | $49.0M | 23.9% | +3,903+4.0% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 330,334 | $26.7M | 13.0% | +48,774+17.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 365,619 | $18.7M | 9.1% | +19,820+5.7% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 103,662 | $15.1M | 7.4% | +4,166+4.2% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 112,431 | $12.9M | 6.3% | +5,358+5.0% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 230,660 | $12.7M | 6.2% | +12,281+5.6% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 111,455 | $11.8M | 5.8% | +111,455 | New | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 186,374 | $9.39M | 4.6% | −10,151−5.2% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 99,915 | $8.76M | 4.3% | +7,640+8.3% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 17,297 | $7.92M | 3.9% | +700+4.2% | Added | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 200,499 | $6.14M | 3.0% | +12,494+6.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 120,904 | $5.98M | 2.9% | +8,121+7.2% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 55,035 | $3.22M | 1.6% | −2,165−3.8% | Reduced | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 29,287 | $3.01M | 1.5% | −26,400−47.4% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 71,772 | $2.13M | 1.0% | −93−0.1% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,447 | $2.09M | 1.0% | −9−0.1% | Reduced | – |
| HDHome Depot, Inc. | Stock | 4,145 | $1.72M | 0.8% | +786+23.4% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,906 | $1.15M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,710 | $1.14M | 0.6% | +326+7.4% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,871 | $1.14M | 0.6% | +94+0.5% | Added | – |
| AAPLApple Inc. | Stock | 5,796 | $1.03M | 0.5% | +818+16.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,289 | $612.0K | 0.3% | +3+0.2% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,073 | $545.0K | 0.3% | +33+0.7% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,160 | $347.0K | 0.2% | +1,160 | New | History |
| WYWeyerhaeuser Co | COM NEW | 8,194 | $337.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,279 | $280.0K | 0.1% | −176−5.1% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,481 | $274.0K | 0.1% | −140−5.3% | Reduced | – |
| PFCPremier Financial Corp | COM | 8,209 | $254.0K | 0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 1,189 | $217.0K | 0.1% | +1,189 | New | History |
| iShares Tr464288588 | MBS ETF | 1,980 | $213.0K | 0.1% | −78−3.8% | Reduced | – |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.