Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 48
- 較 2024 年第 3 季 −1
- 總值
- $3.56 億
- 較 2024 年第 3 季 +$737.8 萬 (+2.1%)
| 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 | 220,533 | $1.19 億 | 33.4% | +649+0.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 891,562 | $4,107 萬 | 11.5% | −39,425−4.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 538,150 | $2,573 萬 | 7.2% | +37,038+7.4% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 394,432 | $2,228 萬 | 6.3% | −17,494−4.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 34,932 | $2,172 萬 | 6.1% | +1,253+3.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 382,185 | $1,875 萬 | 5.3% | +32,373+9.3% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 371,727 | $1,849 萬 | 5.2% | +15,055+4.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 28,710 | $1,690 萬 | 4.7% | +20.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 190,009 | $1,468 萬 | 4.1% | +7,720+4.2% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 122,650 | $1,301 萬 | 3.7% | +1,207+1.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 145,252 | $1,045 萬 | 2.9% | +84,862+140.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,448 | $261.6 萬 | 0.7% | +1,115+11.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,594 | $260.3 萬 | 0.7% | +719+3.3% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,398 | $253.5 萬 | 0.7% | −40.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,701 | $252.2 萬 | 0.7% | −9−0.1% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 45,307 | $226.2 萬 | 0.6% | −14,532−24.3% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 31,700 | $186.8 萬 | 0.5% | +2,085+7.0% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 16,490 | $173.9 萬 | 0.5% | −497−2.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,415 | $171.7 萬 | 0.5% | +93+2.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 24,021 | $168.8 萬 | 0.5% | −7,209−23.1% | 減碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 27,662 | $140.7 萬 | 0.4% | +2,502+9.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,086 | $130.1 萬 | 0.4% | +532+20.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,052 | $121.6 萬 | 0.3% | +1,913+26.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 13,275 | $109.3 萬 | 0.3% | +152+1.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,448 | $84.9 萬 | 0.2% | −11−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,724 | $81.7 萬 | 0.2% | +624+20.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,848 | $75.4 萬 | 0.2% | +1,016+35.9% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,679 | $69.1 萬 | 0.2% | −265−2.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,543 | $67.1 萬 | 0.2% | +636+21.9% | 加碼 | 歷史 |
| ETHWBitwise Ethereum ETF | SHS | 23,595 | $56.6 萬 | 0.2% | +2,310+10.9% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,459 | $45.5 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,114 | $45.0 萬 | 0.1% | +177+18.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,675 | $44.8 萬 | 0.1% | −372−12.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 765 | $44.8 萬 | 0.1% | +151+24.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,598 | $37.0 萬 | 0.1% | +319+24.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 741 | $33.6 萬 | 0.1% | +126+20.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,277 | $30.6 萬 | 0.1% | +157+14.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,310 | $29.9 萬 | 0.1% | +249+8.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 938 | $27.5 萬 | 0.1% | +23+2.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,310 | $25.0 萬 | 0.1% | +1,310 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,059 | $24.9 萬 | 0.1% | +15+1.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 482 | $24.4 萬 | 0.1% | +61+14.5% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 8,425 | $23.7 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 294 | $22.7 萬 | 0.1% | −269−47.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 716 | $22.6 萬 | 0.1% | +716 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 858 | $21.2 萬 | 0.1% | +27+3.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 235 | $20.9 萬 | 0.1% | +235 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,900 | $20.4 萬 | 0.1% | +1,900 | 新進 | 歷史 |
2024 年第 3 季之後清倉（5 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 5,189 | $56.4 萬 | 0.2% | – |
| JNJJohnson & Johnson | Stock | 1,605 | $26.0 萬 | 0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 4,080 | $20.3 萬 | 0.1% | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 11,100 | $14.0 萬 | <0.1% | 歷史 |
| SYRSSyros Pharmaceuticals, Inc. | COM NEW | 10,000 | $2.15 萬 | <0.1% | 歷史 |