Instuitional Investor - Wiser Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Wiser Wealth Management, Inc |
| Portfolio Value | $522,736,251 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 241,952 | $166,175,204 | 31.79% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,314,982 | $61,725,264 | 11.81% | |
| 3. | Vanguard Tax-Managed Fds | 630,260 | $44,906,045 | 8.59% | |
| 4. | VGT | 304,688 | $36,416,288 | 6.97% | |
| 5. | Ishares Tr | 510,292 | $25,703,397 | 4.92% |
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