Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/3 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 49
- 較 2024 年第 2 季 +14
- 總值
- $3.49 億
- 較 2024 年第 2 季 +$2,589 萬 (+8.0%)
| 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 | 219,884 | $1.16 億 | 33.3% | −2,054−0.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 930,987 | $4,491 萬 | 12.9% | +19,532+2.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 501,112 | $2,646 萬 | 7.6% | −9,088−1.8% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 411,926 | $2,382 萬 | 6.8% | −17,244−4.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 33,679 | $1,975 萬 | 5.7% | +626+1.9% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 356,672 | $1,799 萬 | 5.2% | +3,872+1.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 349,812 | $1,759 萬 | 5.0% | +680.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 28,708 | $1,656 萬 | 4.7% | +3,577+14.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 182,289 | $1,434 萬 | 4.1% | −360−0.2% | 減碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 121,443 | $1,314 萬 | 3.8% | +1,283+1.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 60,390 | $453.6 萬 | 1.3% | +10,947+22.1% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 59,839 | $310.1 萬 | 0.9% | +11,299+23.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,875 | $255.8 萬 | 0.7% | +411+1.9% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,402 | $247.6 萬 | 0.7% | −21−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,710 | $246.6 萬 | 0.7% | +967+12.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 31,230 | $243.8 萬 | 0.7% | +15,849+103.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,333 | $217.5 萬 | 0.6% | +646+7.4% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 29,615 | $191.7 萬 | 0.5% | +1,088+3.8% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 16,987 | $180.4 萬 | 0.5% | −1,880−10.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,322 | $175.1 萬 | 0.5% | −26−0.6% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 13,123 | $118.3 萬 | 0.3% | +13,123 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,554 | $109.9 萬 | 0.3% | +258+11.2% | 加碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 25,160 | $87.0 萬 | 0.2% | +5,572+28.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,139 | $86.7 萬 | 0.2% | +893+14.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,459 | $83.7 萬 | 0.2% | +129+9.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,944 | $69.7 萬 | 0.2% | −178−1.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,100 | $57.8 萬 | 0.2% | +230+8.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,189 | $56.4 萬 | 0.2% | −5−0.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,832 | $56.1 萬 | 0.2% | +1,111+64.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,047 | $52.8 萬 | 0.2% | +613+25.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 563 | $49.9 萬 | 0.1% | +563 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,907 | $48.2 萬 | 0.1% | +125+4.5% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,459 | $42.9 萬 | 0.1% | +2,459 | 新進 | – |
| ETHWBitwise Ethereum ETF | SHS | 21,285 | $39.6 萬 | 0.1% | +21,285 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 614 | $35.1 萬 | 0.1% | +96+18.5% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 8,422 | $28.5 萬 | 0.1% | +93+1.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 615 | $28.3 萬 | 0.1% | +71+13.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,605 | $26.0 萬 | 0.1% | +1,605 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,044 | $25.9 萬 | 0.1% | −10−0.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 915 | $25.3 萬 | 0.1% | +915 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 3,061 | $24.7 萬 | 0.1% | +3,061 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 421 | $24.6 萬 | 0.1% | +421 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 937 | $24.5 萬 | 0.1% | +937 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,120 | $23.6 萬 | 0.1% | +87+8.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 831 | $22.5 萬 | 0.1% | +831 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,279 | $22.1 萬 | 0.1% | +1,279 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 4,080 | $20.3 萬 | 0.1% | +4,080 | 新進 | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 11,100 | $14.0 萬 | <0.1% | +11,100 | 新進 | 歷史 |
| SYRSSyros Pharmaceuticals, Inc. | COM NEW | 10,000 | $2.15 萬 | <0.1% | +10,000 | 新進 | 歷史 |