Portfolio (Quarterly)
Guide ↗
Wiser Wealth Management, Inc
· CIK 0001573263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,329.0 | $1.5M | 0.33% | +293.0 | +14.4% | $650.44 | +17.4% |
| 22 | GOOGL | ALPHABET INC | Communication Services | 5,062.0 | $1.5M | 0.31% | +267.0 | +5.6% | $287.57 | +21.0% |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | — | 6,207.0 | $1.3M | 0.29% | +875.0 | +16.4% | $215.06 | +13.7% |
| 24 | AMZN | AMAZON COM INC | Consumer Cyclical | 5,579.0 | $1.2M | 0.25% | +570.0 | +11.4% | $208.27 | +25.8% |
| 25 | JNJ | JOHNSON & JOHNSON | Healthcare | 4,355.0 | $1.1M | 0.23% | +55.0 | +1.3% | $244.42 | +11.7% |
| 26 | AVGO | BROADCOM INC | Technology | 2,364.0 | $732K | 0.16% | +199.0 | +9.2% | $309.51 | +15.9% |
| 27 | META | META PLATFORMS INC | Communication Services | 1,155.0 | $661K | 0.14% | +38.0 | +3.4% | $572.13 | -2.3% |
| 28 | MUB | ISHARES TR | — | 6,056.0 | $643K | 0.14% | +171.0 | +2.9% | $106.16 | -0.7% |
| 29 | GOOG | ALPHABET INC | — | 2,210.0 | $634K | 0.14% | +259.0 | +13.3% | $286.87 | — |
| 30 | WMT | WALMART INC | Consumer Defensive | 4,854.0 | $603K | 0.13% | +119.0 | +2.5% | $124.28 | -14.3% |
| 31 | TSLA | TESLA INC | Consumer Cyclical | 1,432.0 | $532K | 0.12% | +101.0 | +7.6% | $371.75 | -6.1% |
| 32 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,101.0 | $528K | 0.11% | +110.0 | +11.1% | $479.20 | — |
| 33 | VCSH | VANGUARD SCOTTSDALE FDS | — | 5,862.0 | $465K | 0.10% | +2K | +61.7% | $79.27 | -0.8% |
| 34 | LLY | ELI LILLY & CO | Healthcare | 483.0 | $444K | 0.10% | +30.0 | +6.6% | $919.77 | +35.7% |
| 35 | XOM | EXXON MOBIL CORP | Energy | 2,554.0 | $433K | 0.09% | +133.0 | +5.5% | $169.68 | -3.3% |
| 36 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,915.0 | $421K | 0.09% | +196.0 | +7.2% | $144.44 | +1.5% |
| 37 | KO | COCA COLA CO | Consumer Defensive | 5,329.0 | $405K | 0.09% | +849.0 | +18.9% | $76.05 | +21.0% |
| 38 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,106.0 | $317K | 0.07% | +8.0 | +0.7% | $287.00 | +23.0% |
| 39 | NFLX | NETFLIX INC. | Communication Services | 2,915.0 | $280K | 0.06% | +266.0 | +10.0% | $96.15 | -16.8% |
| 40 | WY | WEYERHAEUSER CO | Real Estate | 8,640.0 | $211K | 0.05% | +48.0 | +0.6% | $24.43 | -0.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
30.2%
Technology
28.8%
Consumer Cyclical
12.9%
Communication Services
9.7%
Consumer Defensive
7.1%
Healthcare
5.6%
Utilities
2.2%
Energy
1.6%
Industrials
1.2%
Real Estate
0.8%