Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 55
- 較 2025 年第 3 季 +1
- 總值
- $4.50 億
- 較 2025 年第 3 季 +$1,239 萬 (+2.8%)
| 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 | 233,095 | $1.46 億 | 32.5% | +1,260+0.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 1,189,548 | $5,633 萬 | 12.5% | +68,958+6.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 611,360 | $3,819 萬 | 8.5% | +4,057+0.7% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 36,989 | $2,788 萬 | 6.2% | −394−1.1% | 減碼 | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 462,972 | $2,347 萬 | 5.2% | +13,857+3.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 470,587 | $2,274 萬 | 5.1% | +18,000+4.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 376,069 | $2,263 萬 | 5.0% | +6,242+1.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 26,785 | $1,835 萬 | 4.1% | −2,168−7.5% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 227,356 | $1,792 萬 | 4.0% | +8,296+3.8% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 148,795 | $1,651 萬 | 3.7% | +1,410+1.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 149,031 | $1,104 萬 | 2.5% | −2,512−1.7% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 91,437 | $457.3 萬 | 1.0% | +8,226+9.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,027 | $336.8 萬 | 0.7% | +695+2.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,980 | $325.7 萬 | 0.7% | +186+1.6% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,115 | $286.9 萬 | 0.6% | −8−0.1% | 減碼 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 59,655 | $283.7 萬 | 0.6% | +14,139+31.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,814 | $220.3 萬 | 0.5% | +426+3.7% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 19,810 | $211.4 萬 | 0.5% | +995+5.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,353 | $210.5 萬 | 0.5% | +175+4.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,837 | $204.3 萬 | 0.5% | +668+3.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,397 | $151.3 萬 | 0.3% | −45−1.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,795 | $150.1 萬 | 0.3% | +109+2.3% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 19,770 | $149.1 萬 | 0.3% | −1,846−8.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,036 | $138.8 萬 | 0.3% | −9−0.4% | 減碼 | 歷史 |
| ETHWBitwise Ethereum ETF | SHS | 60,413 | $128.5 萬 | 0.3% | +11,185+22.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,815 | $127.9 萬 | 0.3% | −291−7.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,332 | $117.2 萬 | 0.3% | +96+1.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,009 | $115.6 萬 | 0.3% | +220+4.6% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,987 | $112.0 萬 | 0.2% | −108−2.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 4,300 | $89.0 萬 | 0.2% | +80+1.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,165 | $74.9 萬 | 0.2% | −39−1.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,117 | $73.7 萬 | 0.2% | +33+3.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,885 | $63.0 萬 | 0.1% | −68−1.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,951 | $61.2 萬 | 0.1% | +54+2.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,331 | $59.9 萬 | 0.1% | +80+6.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,743 | $56.2 萬 | 0.1% | +38+2.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,735 | $52.8 萬 | 0.1% | +131+2.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 6,010 | $52.4 萬 | 0.1% | +113+1.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,207 | $51.2 萬 | 0.1% | −568−8.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 991 | $49.8 萬 | 0.1% | −171−14.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 453 | $48.7 萬 | 0.1% | −22−4.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,267 | $44.4 萬 | 0.1% | +26+2.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,719 | $39.0 萬 | 0.1% | +312+13.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,098 | $31.7 萬 | 0.1% | +34+3.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,480 | $31.3 萬 | 0.1% | +4,480 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,421 | $29.1 萬 | 0.1% | +95+4.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,625 | $28.9 萬 | 0.1% | +3,625 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 1,707 | $27.4 萬 | 0.1% | +107+6.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 469 | $26.8 萬 | 0.1% | −2−0.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,277 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 2,649 | $24.8 萬 | 0.1% | −141−5.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| FETHFidelity Ethereum Fund | SHS | 7,411 | $21.9 萬 | <0.1% | +2,427+48.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 621 | $20.5 萬 | <0.1% | −52−7.7% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 8,592 | $20.4 萬 | <0.1% | +172+2.0% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 4,529 | $20.2 萬 | <0.1% | +4,529 | 新進 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。