Instuitional Investor - Wiser Wealth Management, Inc
Fund Profile
Filing Period:
Fund Name: | Wiser Wealth Management, Inc |
Portfolio Value | $399,349,997 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 232,397 | $132,008,410 | 33.06% | |
2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 985,192 | $46,363,128 | 11.61% | |
3. | Vanguard Tax-Managed Fds | 585,007 | $33,351,261 | 8.35% | |
4. | Vanguard World Fund | 41,451 | $27,493,500 | 6.88% | |
5. | Ishares Tr | 402,027 | $20,338,534 | 5.09% |