Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/27 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 30
- 較 2021 年第 3 季 +1
- 總值
- $2.05 億
- 較 2021 年第 3 季 +$1,712 萬 (+9.1%)
| 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 | 102,693 | $4,898 萬 | 23.9% | +3,903+4.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 330,334 | $2,670 萬 | 13.0% | +48,774+17.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 365,619 | $1,867 萬 | 9.1% | +19,820+5.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 103,662 | $1,509 萬 | 7.4% | +4,166+4.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 112,431 | $1,288 萬 | 6.3% | +5,358+5.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 230,660 | $1,272 萬 | 6.2% | +12,281+5.6% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 111,455 | $1,180 萬 | 5.8% | +111,455 | 新進 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 186,374 | $939.1 萬 | 4.6% | −10,151−5.2% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 99,915 | $875.5 萬 | 4.3% | +7,640+8.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 17,297 | $792.5 萬 | 3.9% | +700+4.2% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 200,499 | $613.7 萬 | 3.0% | +12,494+6.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 120,904 | $598.0 萬 | 2.9% | +8,121+7.2% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 55,035 | $321.7 萬 | 1.6% | −2,165−3.8% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 29,287 | $301.4 萬 | 1.5% | −26,400−47.4% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 71,772 | $212.6 萬 | 1.0% | −93−0.1% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,447 | $208.8 萬 | 1.0% | −9−0.1% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,145 | $172.0 萬 | 0.8% | +786+23.4% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,906 | $115.2 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,710 | $113.7 萬 | 0.6% | +326+7.4% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,871 | $113.6 萬 | 0.6% | +94+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,796 | $102.9 萬 | 0.5% | +818+16.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,289 | $61.2 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,073 | $54.5 萬 | 0.3% | +33+0.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,160 | $34.7 萬 | 0.2% | +1,160 | 新進 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 8,194 | $33.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,279 | $28.0 萬 | 0.1% | −176−5.1% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,481 | $27.4 萬 | 0.1% | −140−5.3% | 減碼 | – |
| PFCPremier Financial Corp | COM | 8,209 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,189 | $21.7 萬 | 0.1% | +1,189 | 新進 | 歷史 |
| iShares Tr464288588 | MBS ETF | 1,980 | $21.3 萬 | 0.1% | −78−3.8% | 減碼 | – |
2021 年第 3 季之後清倉（2 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。