Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/18 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 50
- 較 2025 年第 1 季 +1
- 總值
- $3.99 億
- 較 2025 年第 1 季 +$4,292 萬 (+12.0%)
| 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 | 232,397 | $1.32 億 | 33.1% | +11,645+5.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 985,192 | $4,636 萬 | 11.6% | +35,897+3.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 585,007 | $3,335 萬 | 8.4% | +25,814+4.6% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 41,451 | $2,749 萬 | 6.9% | +5,348+14.8% | 加碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 402,027 | $2,034 萬 | 5.1% | +12,239+3.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 398,643 | $1,974 萬 | 4.9% | +23,124+6.2% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 356,450 | $1,964 萬 | 4.9% | −22,428−5.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 30,684 | $1,905 萬 | 4.8% | −589−1.9% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 201,675 | $1,587 萬 | 4.0% | +3,361+1.7% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 141,586 | $1,433 萬 | 3.6% | +15,283+12.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 148,013 | $1,090 萬 | 2.7% | −1,323−0.9% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 77,610 | $396.5 萬 | 1.0% | −750−1.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 27,778 | $303.6 萬 | 0.8% | +3,366+13.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,275 | $264.6 萬 | 0.7% | −34−0.4% | 減碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 42,101 | $246.7 萬 | 0.6% | +7,133+20.4% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 35,153 | $242.9 萬 | 0.6% | +2,523+7.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,282 | $231.5 萬 | 0.6% | +449+4.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 24,774 | $206.8 萬 | 0.5% | −50−0.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,560 | $177.1 萬 | 0.4% | +370+11.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,751 | $169.9 萬 | 0.4% | +1,253+13.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,616 | $169.2 萬 | 0.4% | +88+1.9% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 15,476 | $164.6 萬 | 0.4% | −142−0.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,266 | $129.7 萬 | 0.3% | −1,035−19.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,050 | $126.6 萬 | 0.3% | +83+4.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,520 | $113.0 萬 | 0.3% | −1,538−21.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,070 | $89.3 萬 | 0.2% | +181+4.7% | 加碼 | 歷史 |
| ETHWBitwise Ethereum ETF | SHS | 47,062 | $85.0 萬 | 0.2% | +14,121+42.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 928 | $68.5 萬 | 0.2% | +93+11.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,573 | $63.0 萬 | 0.2% | −74−2.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,864 | $57.3 萬 | 0.1% | +2,533+76.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,407 | $56.5 萬 | 0.1% | +5,407 | 新進 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,457 | $55.8 萬 | 0.1% | −580−7.2% | 減碼 | – |
| SOSouthern Co | Stock | 5,876 | $54.0 萬 | 0.1% | −7,356−55.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,937 | $53.4 萬 | 0.1% | +218+12.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,511 | $43.8 萬 | 0.1% | +177+13.3% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,165 | $42.7 萬 | 0.1% | +308+16.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 863 | $41.9 萬 | 0.1% | +43+5.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,278 | $40.6 萬 | 0.1% | +145+12.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,504 | $39.9 萬 | 0.1% | −161−6.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 266 | $35.6 萬 | 0.1% | +21+8.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 903 | $32.1 萬 | 0.1% | +118+15.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 989 | $30.5 萬 | 0.1% | +47+5.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,692 | $30.0 萬 | 0.1% | +293+20.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,560 | $28.4 萬 | 0.1% | +1,560 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,092 | $28.0 萬 | 0.1% | +35+3.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 312 | $24.3 萬 | 0.1% | −4−1.3% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 8,283 | $21.3 萬 | 0.1% | −185−2.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 209 | $20.7 萬 | 0.1% | +209 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 368 | $20.7 萬 | 0.1% | +368 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,911 | $20.6 萬 | 0.1% | −34−1.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。