Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/13 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 29
- 較 2021 年第 2 季 +1
- 總值
- $1.88 億
- 較 2021 年第 2 季 +$2,336 萬 (+14.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 98,790 | $4,256 萬 | 22.7% | +9,943+11.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 281,560 | $2,307 萬 | 12.3% | +38,788+16.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 345,799 | $1,746 萬 | 9.3% | +41,239+13.5% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 99,496 | $1,311 萬 | 7.0% | +10,148+11.4% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 218,379 | $1,244 萬 | 6.6% | +27,995+14.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 107,073 | $1,169 萬 | 6.2% | +14,228+15.3% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 209,462 | $1,116 萬 | 5.9% | +27,052+14.8% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 196,525 | $992.5 萬 | 5.3% | +107,856+121.6% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 92,275 | $825.3 萬 | 4.4% | +12,619+15.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 16,597 | $666.0 萬 | 3.5% | +1,186+7.7% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 55,687 | $569.8 萬 | 3.0% | +6,109+12.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 112,783 | $564.0 萬 | 3.0% | +17,845+18.8% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 188,005 | $515.3 萬 | 2.7% | +16,316+9.5% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 57,200 | $303.1 萬 | 1.6% | −2,933−4.9% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 71,865 | $214.5 萬 | 1.1% | −7,868−9.9% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,456 | $190.0 萬 | 1.0% | −22−0.2% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,906 | $115.1 萬 | 0.6% | −84−0.8% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,777 | $112.5 萬 | 0.6% | +311+1.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,359 | $110.3 萬 | 0.6% | −25−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,384 | $97.4 萬 | 0.5% | +538+14.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,978 | $70.4 萬 | 0.4% | +1,320+36.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,286 | $55.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,040 | $54.2 萬 | 0.3% | +3+0.1% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,455 | $29.8 萬 | 0.2% | +422+13.9% | 加碼 | – |
| WYWeyerhaeuser Co | COM NEW | 8,194 | $29.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,621 | $29.0 萬 | 0.2% | +319+13.9% | 加碼 | – |
| PFCPremier Financial Corp | COM | 8,209 | $26.1 萬 | 0.1% | +8,209 | 新進 | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,058 | $22.3 萬 | 0.1% | +2,058 | 新進 | – |
| DALDelta Air Lines, Inc. | COM NEW | 4,687 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（1 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。