Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/7 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 54
- 較 2025 年第 2 季 +4
- 總值
- $4.37 億
- 較 2025 年第 2 季 +$3,801 萬 (+9.5%)
| 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 | 231,835 | $1.42 億 | 32.5% | −562−0.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 1,120,590 | $5,328 萬 | 12.2% | +135,398+13.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 607,303 | $3,639 萬 | 8.3% | +22,296+3.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 37,383 | $2,791 萬 | 6.4% | −4,068−9.8% | 減碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 449,115 | $2,283 萬 | 5.2% | +47,088+11.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 452,587 | $2,238 萬 | 5.1% | +53,944+13.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 369,827 | $2,125 萬 | 4.9% | +13,377+3.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 28,953 | $1,938 萬 | 4.4% | −1,731−5.6% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 219,060 | $1,729 萬 | 4.0% | +17,385+8.6% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 147,385 | $1,628 萬 | 3.7% | +5,799+4.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 151,543 | $1,127 萬 | 2.6% | +3,530+2.4% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 83,211 | $426.3 萬 | 1.0% | +5,601+7.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 27,332 | $324.8 萬 | 0.7% | −446−1.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 11,794 | $300.3 萬 | 0.7% | +512+4.5% | 加碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 45,516 | $283.2 萬 | 0.6% | +3,415+8.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,123 | $280.9 萬 | 0.6% | −152−1.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,178 | $216.4 萬 | 0.5% | +618+17.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,388 | $212.5 萬 | 0.5% | +637+5.9% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 18,815 | $200.9 萬 | 0.5% | +3,339+21.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,169 | $193.6 萬 | 0.4% | −2,605−10.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,442 | $180.0 萬 | 0.4% | −174−3.8% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,616 | $158.8 萬 | 0.4% | −13,537−38.5% | 減碼 | – |
| ETHWBitwise Ethereum ETF | SHS | 49,228 | $146.8 萬 | 0.3% | +2,166+4.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,045 | $136.2 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,106 | $134.8 萬 | 0.3% | −160−3.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,686 | $113.9 萬 | 0.3% | +1,113+31.2% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 5,095 | $113.2 萬 | 0.3% | +2,930+135.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,236 | $113.0 萬 | 0.3% | −284−5.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,789 | $105.2 萬 | 0.2% | +719+17.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,084 | $79.6 萬 | 0.2% | +156+16.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,220 | $78.2 萬 | 0.2% | +4,220 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,204 | $72.7 萬 | 0.2% | +267+13.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,953 | $63.4 萬 | 0.1% | +546+10.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,162 | $58.4 萬 | 0.1% | +299+34.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 5,897 | $55.9 萬 | 0.1% | +21+0.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,251 | $55.6 萬 | 0.1% | −27−2.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,775 | $54.6 萬 | 0.1% | −682−9.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,705 | $53.8 萬 | 0.1% | +194+12.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,604 | $47.4 萬 | 0.1% | −1,260−21.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,897 | $46.2 萬 | 0.1% | +205+12.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,241 | $42.4 萬 | 0.1% | +338+37.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,407 | $37.0 萬 | 0.1% | −97−3.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 475 | $36.2 萬 | 0.1% | +163+52.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,277 | $35.9 萬 | 0.1% | +1,277 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 279 | $33.4 萬 | 0.1% | +13+4.9% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,064 | $32.0 萬 | 0.1% | −28−2.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 471 | $26.8 萬 | 0.1% | +103+28.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,326 | $26.2 萬 | 0.1% | +415+21.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,600 | $26.0 萬 | 0.1% | +40+2.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 812 | $23.8 萬 | 0.1% | −177−17.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 673 | $23.2 萬 | 0.1% | +673 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 226 | $20.9 萬 | <0.1% | +17+8.1% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 8,420 | $20.9 萬 | <0.1% | +137+1.7% | 加碼 | 歷史 |
| FETHFidelity Ethereum Fund | SHS | 4,984 | $20.7 萬 | <0.1% | +4,984 | 新進 | 歷史 |