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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 : 17     View All Holdings Currently Viewing:  Increased 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
   (VOO)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         BNDX Vanguard Total Internationa... 5 - $48.86 $17,047,000 346,560 5.59% 426,000 7,573 0.039    N/A
   (SLQD)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         HD Home Depot Inc 14 - $342.73 $1,646,000 4,290 0.54% 206,000 39 0    Home Improvement Stores
   (AAPL)1 Year Chart         AAPL Apple Inc 15 - $189.84 $1,637,000 9,549 0.54% -13,000 476 0    Personal Computers
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 16 - $61.94 $1,622,000 26,901 0.53% 133,000 772 0.005    Closed - End Fund - E...
   (VTI)1 Year Chart         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)1 Year Chart         IAGG Ishares International Aggre... 18 - $0.00 $1,263,000 25,278 0.41% 135,000 2,478 0.028    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 19 - $420.99 $715,000 1,700 0.23% 236,000 399 0    Application Software
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 22 - $0.00 $642,000 8,650 0.21% 48,000 61 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 24 - $167.86 $306,000 1,887 0.1% 36,000 68 0    Cleaning Products
   (WY)1 Year Chart         WY Weyerhaeuser Co 25 - $31.11 $295,000 8,213 0.1% 20,000 19 0.001    Lumber,Wood Production
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 26 - $249.65 $254,000 996 0.08% 25,000 6 0    Railroads

      17 Records Found
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