Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/6 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 36
- 較 2022 年第 3 季 +2
- 總值
- $2.16 億
- 較 2022 年第 3 季 +$2,507 萬 (+13.1%)
| 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 | 156,659 | $5,504 萬 | 25.4% | +9,268+6.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 359,926 | $2,710 萬 | 12.5% | −1,231−0.3% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 339,636 | $1,571 萬 | 7.3% | +27,202+8.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 371,117 | $1,558 萬 | 7.2% | +25,937+7.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 274,563 | $1,302 萬 | 6.0% | +5,633+2.1% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 127,575 | $1,237 萬 | 5.7% | +2,258+1.8% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 70,636 | $1,224 萬 | 5.7% | +2,936+4.3% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 128,131 | $952.3 萬 | 4.4% | +2,226+1.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 23,562 | $905.3 萬 | 4.2% | +5,233+28.6% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 23,913 | $763.8 萬 | 3.5% | +2,229+10.3% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 118,258 | $584.8 萬 | 2.7% | +2,665+2.3% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 102,821 | $514.5 萬 | 2.4% | +5,684+5.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 76,811 | $299.4 萬 | 1.4% | +984+1.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,949 | $274.0 萬 | 1.3% | +6,672+30.0% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 52,881 | $250.1 萬 | 1.2% | −44−0.1% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 34,356 | $248.9 萬 | 1.2% | +1,022+3.1% | 加碼 | – |
| J P Morgan Exchange-Traded F46641Q258 | BETABLDRS 1-5YR | 40,299 | $189.5 萬 | 0.9% | +40,299 | 新進 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 70,970 | $178.3 萬 | 0.8% | −1,877−2.6% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,585 | $167.0 萬 | 0.8% | −9−0.1% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,915 | $144.4 萬 | 0.7% | +105+0.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,407 | $139.2 萬 | 0.6% | −51−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,268 | $139.0 萬 | 0.6% | −571−7.3% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 18,916 | $88.4 萬 | 0.4% | +12,406+190.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,221 | $80.6 萬 | 0.4% | +3,591+47.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,981 | $73.7 萬 | 0.3% | +625+9.8% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 15,481 | $73.6 萬 | 0.3% | +9,297+150.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,854 | $63.1 萬 | 0.3% | −1,320−21.4% | 減碼 | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 6,001 | $61.5 萬 | 0.3% | +6,001 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,584 | $60.6 萬 | 0.3% | +140+9.7% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,965 | $57.4 萬 | 0.3% | +6,965 | 新進 | – |
| BALLBALL Corp | COM | 11,128 | $56.9 萬 | 0.3% | +11,128 | 新進 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,065 | $52.8 萬 | 0.2% | +805+18.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,604 | $40.7 萬 | 0.2% | +2,438+58.5% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,351 | $25.8 萬 | 0.1% | +523+28.6% | 加碼 | – |
| WYWeyerhaeuser Co | COM NEW | 8,248 | $25.6 萬 | 0.1% | +54+0.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 990 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。