Instuitional Investor - Wiser Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Wiser Wealth Management, Inc |
| Portfolio Value | $437,359,672 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 231,835 | $141,971,207 | 32.46% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,120,590 | $53,284,054 | 12.18% | |
| 3. | Vanguard Tax-Managed Fds | 607,303 | $36,389,617 | 8.32% | |
| 4. | Vanguard World Fund | 37,383 | $27,911,135 | 6.38% | |
| 5. | Ishares Tr | 449,115 | $22,828,504 | 5.22% |