| |
|
|
| Name: |
Wiser Wealth Management Inc |
| City: |
Marietta |
| State: |
GA |
| Zip: |
30060 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
8 |
- |
$531.23 |
$14,540,000 |
27,657 |
4.77% |
1,376,000 |
-378 |
0 |
Closed - End Fund - E... |
|
|
BSV |
Vanguard Short-Term Bond |
9 |
- |
$76.46 |
$14,357,000 |
187,260 |
4.71% |
-18,865,000 |
-245,539 |
0.036 |
Closed - End Fund - E... |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
11 |
- |
$104.75 |
$2,346,000 |
22,398 |
0.77% |
-135,000 |
-1,165 |
0.025 |
Closed - End Fund - Debt |
|
|
IJR |
iShares Core S&P Small-Cap |
12 |
- |
$110.41 |
$2,307,000 |
20,873 |
0.76% |
100,000 |
-219 |
0.004 |
Closed - End Fund - E... |
|
|
VV |
Vanguard Large Cap VIPERS |
13 |
- |
$242.67 |
$2,259,000 |
9,423 |
0.74% |
236,000 |
-5 |
0.007 |
Closed - End Fund - E... |
|
|
TMW |
SPDR Dow Jones Wilshire TOT... |
21 |
- |
$64.74 |
$662,000 |
10,315 |
0.22% |
41,000 |
-502 |
0.011 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
23 |
- |
$71.99 |
$340,000 |
4,686 |
0.11% |
-2,372,000 |
-32,484 |
0.001 |
Closed - End Fund - E... |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
30 |
- |
$50.26 |
$208,000 |
4,112 |
0.07% |
-21,000 |
-375 |
0 |
N/A |
|
|
GSST |
Goldman Sachs Access Ultra ... |
31 |
- |
$0.00 |
$202,000 |
4,018 |
0.07% |
-703,000 |
-14,068 |
0.006 |
N/A |
|
