Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/2 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 35
- 較 2023 年第 1 季 +2
- 總值
- $2.49 億
- 較 2023 年第 1 季 +$1,498 萬 (+6.4%)
| 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 | 166,457 | $6,779 萬 | 27.2% | +3,179+1.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 404,120 | $3,054 萬 | 12.3% | +5,007+1.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 387,218 | $1,788 萬 | 7.2% | +3,721+1.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 364,908 | $1,747 萬 | 7.0% | +12,328+3.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 307,358 | $1,502 萬 | 6.0% | +9,075+3.0% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 155,163 | $1,426 萬 | 5.7% | +4,892+3.3% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 282,869 | $1,364 萬 | 5.5% | +3,827+1.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 24,941 | $1,103 萬 | 4.4% | +301+1.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 24,604 | $1,097 萬 | 4.4% | +513+2.1% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 143,593 | $1,080 萬 | 4.3% | +2,739+1.9% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 133,926 | $688.5 萬 | 2.8% | +7,048+5.6% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 110,961 | $558.1 萬 | 2.2% | +11,945+12.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 82,635 | $336.2 萬 | 1.3% | +1,204+1.5% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 37,991 | $284.6 萬 | 1.1% | +817+2.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 27,246 | $271.5 萬 | 1.1% | +486+1.8% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 48,993 | $266.7 萬 | 1.1% | −961−1.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,418 | $207.5 萬 | 0.8% | +970+11.5% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 78,234 | $198.5 萬 | 0.8% | +3,455+4.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,518 | $192.9 萬 | 0.8% | +10.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 29,823 | $167.2 萬 | 0.7% | +1,512+5.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,223 | $131.2 萬 | 0.5% | −149−3.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,950 | $96.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,565 | $91.3 萬 | 0.4% | +971+8.4% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,579 | $89.3 萬 | 0.4% | +3,422+66.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,931 | $74.0 萬 | 0.3% | +415+6.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,605 | $71.2 萬 | 0.3% | −156−8.9% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,604 | $44.6 萬 | 0.2% | −75−1.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,777 | $31.6 萬 | 0.1% | −1,247−24.8% | 減碼 | – |
| WYWeyerhaeuser Co | COM NEW | 8,194 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,985 | $25.0 萬 | 0.1% | −439−8.1% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,239 | $24.7 萬 | 0.1% | −113−4.8% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 990 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,419 | $22.2 萬 | 0.1% | +4,419 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,356 | $22.0 萬 | 0.1% | +47+3.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 603 | $20.5 萬 | 0.1% | +603 | 新進 | 歷史 |