Instuitional Investor - Wiser Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Wiser Wealth Management, Inc |
| Portfolio Value | $463,740,838 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 244,107 | $145,865,910 | 31.45% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,285,354 | $60,514,464 | 13.05% | |
| 3. | Vanguard Tax-Managed Fds | 618,310 | $39,621,286 | 8.54% | |
| 4. | Vanguard World Fund | 38,762 | $27,044,897 | 5.83% | |
| 5. | Ishares Tr | 491,388 | $24,810,169 | 5.35% |