Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/14 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 36
- 較 2022 年第 1 季 +8
- 總值
- $1.93 億
- 較 2022 年第 1 季 −$1,804 萬 (−8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 139,100 | $4,825 萬 | 25.0% | +139,100 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 334,923 | $2,572 萬 | 13.3% | −18,855−5.3% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 287,359 | $1,238 萬 | 6.4% | +287,359 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 118,293 | $1,200 萬 | 6.2% | −4,365−3.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 265,371 | $1,083 萬 | 5.6% | −134,843−33.7% | 減碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 62,858 | $1,069 萬 | 5.5% | +62,858 | 新進 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 183,041 | $906.8 萬 | 4.7% | −68,305−27.2% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 116,268 | $902.8 萬 | 4.7% | +8,982+8.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 20,514 | $669.9 萬 | 3.5% | +2,010+10.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 17,114 | $648.9 萬 | 3.4% | −96,519−84.9% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 106,412 | $568.2 萬 | 2.9% | +106,412 | 新進 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 108,786 | $544.4 萬 | 2.8% | −84,753−43.8% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 81,706 | $407.0 萬 | 2.1% | +81,706 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 67,426 | $280.8 萬 | 1.5% | −68,630−50.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 44,902 | $264.2 萬 | 1.4% | +44,902 | 新進 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 31,386 | $250.2 萬 | 1.3% | +3,292+11.7% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 53,086 | $246.7 萬 | 1.3% | −1,786−3.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,383 | $206.8 萬 | 1.1% | −104,188−82.3% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 71,671 | $188.9 萬 | 1.0% | −1,389−1.9% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,592 | $165.3 萬 | 0.9% | +251+2.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,938 | $149.7 萬 | 0.8% | +1,073+15.6% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 28,842 | $148.9 萬 | 0.8% | +2,628+10.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,300 | $145.4 萬 | 0.8% | +1,041+24.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,819 | $106.9 萬 | 0.6% | +423+5.7% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 18,718 | $93.4 萬 | 0.5% | +18,718 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,119 | $76.2 萬 | 0.4% | +2,817+38.6% | 加碼 | – |
| J P Morgan Exchange-Traded F46641Q258 | BETABLDRS 1-5YR | 13,301 | $64.0 萬 | 0.3% | +13,301 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,436 | $54.2 萬 | 0.3% | +32+2.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,761 | $50.6 萬 | 0.3% | −5,426−53.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,086 | $29.6 萬 | 0.2% | −99−8.4% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 8,194 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 10,619 | $25.7 萬 | 0.1% | −212,907−95.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,888 | $24.0 萬 | 0.1% | +4,888 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 990 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,000 | $22.3 萬 | 0.1% | −110,691−98.2% | 減碼 | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 2,103 | $22.2 萬 | 0.1% | +2,103 | 新進 | – |
2022 年第 1 季之後清倉（2 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。