Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/19 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 36
- 較 2023 年第 2 季 +1
- 總值
- $2.46 億
- 較 2023 年第 2 季 −$308.6 萬 (−1.2%)
| 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 | 171,370 | $6,730 萬 | 27.4% | +4,913+3.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 415,046 | $3,120 萬 | 12.7% | +10,926+2.7% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 379,818 | $1,877 萬 | 7.6% | +14,910+4.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 403,604 | $1,765 萬 | 7.2% | +16,386+4.2% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 317,359 | $1,518 萬 | 6.2% | +10,001+3.3% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 163,312 | $1,427 萬 | 5.8% | +8,149+5.3% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 292,044 | $1,402 萬 | 5.7% | +9,175+3.2% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 149,646 | $1,082 萬 | 4.4% | +6,053+4.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 24,613 | $1,057 萬 | 4.3% | +90.0% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 25,060 | $1,040 萬 | 4.2% | +119+0.5% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 138,423 | $653.1 萬 | 2.7% | +4,497+3.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 88,182 | $345.8 萬 | 1.4% | +5,547+6.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,059 | $264.7 萬 | 1.1% | +813+3.0% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 39,417 | $264.3 萬 | 1.1% | +1,426+3.8% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 47,691 | $250.3 萬 | 1.0% | −1,302−2.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,337 | $219.6 萬 | 0.9% | +919+9.8% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 81,747 | $199.0 萬 | 0.8% | +3,513+4.5% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,428 | $184.5 萬 | 0.8% | −90−0.9% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 35,232 | $177.5 萬 | 0.7% | −75,729−68.2% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 31,818 | $170.3 萬 | 0.7% | +1,995+6.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,246 | $128.3 萬 | 0.5% | +23+0.5% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 18,086 | $90.3 萬 | 0.4% | +18,086 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,852 | $89.7 萬 | 0.4% | +287+2.3% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,691 | $89.4 萬 | 0.4% | +112+1.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,172 | $88.5 萬 | 0.4% | +222+4.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,797 | $69.7 萬 | 0.3% | −134−1.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,347 | $57.6 萬 | 0.2% | −258−16.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,546 | $48.6 萬 | 0.2% | +942+14.3% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,641 | $27.5 萬 | 0.1% | −136−3.6% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,048 | $25.3 萬 | 0.1% | +63+1.3% | 加碼 | – |
| WYWeyerhaeuser Co | COM NEW | 8,194 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,267 | $25.0 萬 | 0.1% | +28+1.3% | 加碼 | – |
| SOSouthern Co | Stock | 3,587 | $23.2 萬 | 0.1% | +3,587 | 新進 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,451 | $21.4 萬 | 0.1% | +32+0.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,310 | $20.4 萬 | 0.1% | −46−3.4% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 736 | $20.0 萬 | 0.1% | +736 | 新進 | – |
2023 年第 2 季之後清倉（2 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。