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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 : 5     View All Holdings Currently Viewing:  Closed 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
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 36 Closed $44.57 $0 0 0% -247,000 -6,116 0    Closed - End Fund - E...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 35 Closed $74.69 $0 0 0% -12,157,000 -160,442 0    Closed - End Fund - Debt
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 34 Closed $70.65 $0 0 0% -3,389,000 -46,239 0    Closed - End Fund - Debt
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 33 Closed $350.32 $0 0 0% -222,000 -736 0    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 32 Closed $107.00 $0 0 0% -1,498,000 -13,841 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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