|
|
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 :
17 |
|
View All Holdings |
Currently
Viewing:
Increased 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 |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$485.97 |
$104,422,000 |
217,228 |
34.26% |
14,889,000 |
8,735 |
0.024 |
Closed - End Fund - E... |
|
COWZ |
Pacer Us Cash Cows 100 Etf |
3 |
- |
$0.00 |
$26,936,000 |
463,529 |
8.84% |
3,893,000 |
17,137 |
0.052 |
N/A |
|
VEA |
Vanguard Europe Pacific ETF |
4 |
- |
$49.56 |
$23,931,000 |
476,992 |
7.85% |
2,119,000 |
13,901 |
0.021 |
Closed - End Fund - F... |
|
BNDX |
Vanguard Total Internationa... |
5 |
- |
$48.86 |
$17,047,000 |
346,560 |
5.59% |
426,000 |
7,573 |
0.039 |
N/A |
|
SLQD |
iShares 0-5 Year Investment... |
6 |
- |
$49.13 |
$16,247,000 |
330,082 |
5.33% |
786,000 |
14,814 |
0.835 |
N/A |
|
VGT |
Vanguard I T VIPERS |
7 |
- |
$533.85 |
$15,560,000 |
29,676 |
5.1% |
2,373,000 |
1,144 |
0.003 |
Closed - End Fund - E... |
|
VIOO |
Vanguard S&P Small-Cap 600 Etf |
10 |
- |
$101.50 |
$11,790,000 |
116,161 |
3.87% |
1,286,000 |
6,521 |
0.887 |
N/A |
|
HD |
Home Depot Inc |
14 |
- |
$342.73 |
$1,646,000 |
4,290 |
0.54% |
206,000 |
39 |
0 |
Home Improvement Stores |
|
AAPL |
Apple Inc |
15 |
- |
$189.84 |
$1,637,000 |
9,549 |
0.54% |
-13,000 |
476 |
0 |
Personal Computers |
|
VXUS |
Vanguard Total Internationa... |
16 |
- |
$61.94 |
$1,622,000 |
26,901 |
0.53% |
133,000 |
772 |
0.005 |
Closed - End Fund - E... |
|
VTI |
Vanguard Total Stock Market... |
17 |
- |
$261.93 |
$1,402,000 |
5,394 |
0.46% |
666,000 |
2,233 |
0.001 |
Closed - End Fund - E... |
|
IAGG |
Ishares International Aggre... |
18 |
- |
$0.00 |
$1,263,000 |
25,278 |
0.41% |
135,000 |
2,478 |
0.028 |
N/A |
|
MSFT |
Microsoft Corp |
19 |
- |
$420.99 |
$715,000 |
1,700 |
0.23% |
236,000 |
399 |
0 |
Application Software |
|
IEFA |
Ishares Core Msci Eafe |
22 |
- |
$0.00 |
$642,000 |
8,650 |
0.21% |
48,000 |
61 |
0 |
N/A |
|
PG |
Procter & Gamble Co |
24 |
- |
$167.86 |
$306,000 |
1,887 |
0.1% |
36,000 |
68 |
0 |
Cleaning Products |
|
WY |
Weyerhaeuser Co |
25 |
- |
$31.11 |
$295,000 |
8,213 |
0.1% |
20,000 |
19 |
0.001 |
Lumber,Wood Production |
|
NSC |
Norfolk Southern Corp |
26 |
- |
$249.65 |
$254,000 |
996 |
0.08% |
25,000 |
6 |
0 |
Railroads |
|