Instuitional Investor - Wiser Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Wiser Wealth Management, Inc |
| Portfolio Value | $550,334,815 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 244,429 | $171,310,628 | 31.13% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,519,365 | $68,037,143 | 12.36% | |
| 3. | Vanguard Tax-Managed Fds | 654,321 | $46,201,614 | 8.4% | |
| 4. | VGT | 294,326 | $36,987,926 | 6.72% | |
| 5. | Ishares Tr | 585,596 | $28,972,527 | 5.26% |
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