Portfolio (Quarterly)
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Wiser Wealth Management, Inc
· CIK 0001573263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | — | 7,138.0 | $536K | 0.12% | NEW | — | $75.10 | +13.5% |
| 2 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 5,661.0 | $334K | 0.07% | NEW | — | $59.03 | +16.1% |
| 3 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 246.0 | $245K | 0.05% | NEW | — | $996.43 | -2.5% |
| 4 | T | AT&T INC | Communication Services | 8,139.0 | $236K | 0.05% | NEW | — | $28.99 | -11.4% |
| 5 | VUG | VANGUARD INDEX FDS | — | 480.0 | $210K | 0.04% | NEW | — | $436.79 | -80.1% |
| 6 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,256.0 | $201K | 0.04% | NEW | — | $159.70 | -11.9% |
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%