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  Name: Wiser Wealth Management Inc
  City: Marietta
  State: GA
  Zip: 30060
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $304,806,000
  Total Value Change : $30,423,000
  Securities Held Change : -2
   
All Securities Held : 31
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 17
  Unchanged Positions : 2
  Decreased Positions : 9

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JCPB)1 Year Chart         JCPB Jpmorgan Core Plus Bond Etf 2 New $0.00 $40,446,000 867,111 13.27% 40,446,000 867,111 0.963    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 28 New $183.63 $240,000 1,329 0.08% 240,000 1,329 0    Internet Software & S...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 29 New $174.18 $235,000 1,558 0.08% 235,000 1,558 0    Search Engines & Info...

      3 Records Found
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