Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/11 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 34
- 較 2022 年第 2 季 −2
- 總值
- $1.91 億
- 較 2022 年第 2 季 −$165.3 萬 (−0.9%)
| 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 | 147,391 | $4,839 萬 | 25.3% | +8,291+6.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 361,157 | $2,702 萬 | 14.1% | +26,234+7.8% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 268,930 | $1,284 萬 | 6.7% | +85,889+46.9% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 312,434 | $1,282 萬 | 6.7% | +25,075+8.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 345,180 | $1,255 萬 | 6.6% | +79,809+30.1% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 125,317 | $1,204 萬 | 6.3% | +7,024+5.9% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 67,700 | $1,093 萬 | 5.7% | +4,842+7.7% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 125,905 | $925.2 萬 | 4.8% | +9,637+8.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 21,684 | $666.5 萬 | 3.5% | +1,170+5.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,329 | $657.4 萬 | 3.4% | +1,215+7.1% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 115,593 | $549.1 萬 | 2.9% | +9,181+8.6% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 97,137 | $485.8 萬 | 2.5% | −11,649−10.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 75,827 | $276.7 萬 | 1.4% | +8,401+12.5% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 33,334 | $239.8 萬 | 1.3% | +1,948+6.2% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 52,925 | $233.5 萬 | 1.2% | −161−0.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,277 | $194.2 萬 | 1.0% | −106−0.5% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 72,847 | $181.8 萬 | 1.0% | +1,176+1.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,594 | $156.9 萬 | 0.8% | +20.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,839 | $140.7 萬 | 0.7% | −99−1.2% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,810 | $127.3 萬 | 0.7% | −1,032−3.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,458 | $123.0 萬 | 0.6% | −842−15.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,174 | $85.3 萬 | 0.4% | −1,645−21.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,356 | $65.2 萬 | 0.3% | +1,595+33.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,630 | $54.4 萬 | 0.3% | −2,489−24.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,444 | $51.6 萬 | 0.3% | +8+0.6% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,260 | $43.7 萬 | 0.2% | +4,260 | 新進 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 8,122 | $39.1 萬 | 0.2% | −10,596−56.6% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,510 | $31.3 萬 | 0.2% | +6,510 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,154 | $30.8 萬 | 0.2% | +68+6.3% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 6,184 | $29.9 萬 | 0.2% | −75,522−92.4% | 減碼 | – |
| WYWeyerhaeuser Co | COM NEW | 8,194 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,166 | $21.9 萬 | 0.1% | −40,736−90.7% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 990 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,828 | $20.1 萬 | 0.1% | +1,828 | 新進 | – |
2022 年第 2 季之後清倉（5 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange-Traded F46641Q258 | BETABLDRS 1-5YR | 13,301 | $64.0 萬 | 0.3% | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 10,619 | $25.7 萬 | 0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,888 | $24.0 萬 | 0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,000 | $22.3 萬 | 0.1% | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 2,103 | $22.2 萬 | 0.1% | – |