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 | MU | MICRON TECHNOLOGY INC | Technology | 601.0 | $694K | 0.13% | NEW | — | $1154.29 | -21.1% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Technology | 887.0 | $515K | 0.10% | NEW | — | $580.91 | -21.4% |
| 3 | AMAT | APPLIED MATLS INC | Technology | 538.0 | $389K | 0.07% | NEW | — | $723.00 | -33.0% |
| 4 | INTC | INTEL CORP | Technology | 2,450.0 | $342K | 0.07% | NEW | — | $139.63 | -37.5% |
| 5 | QQQ | INVESCO QQQ TR | Financial Services | 448.0 | $330K | 0.06% | NEW | — | $736.40 | -4.1% |
| 6 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 718.0 | $298K | 0.06% | NEW | — | $415.63 | -4.1% |
| 7 | CAT | CATERPILLAR INC | Industrials | 263.0 | $280K | 0.05% | NEW | — | $1064.90 | -23.8% |
| 8 | CSCO | CISCO SYS INC | Technology | 2,348.0 | $276K | 0.05% | NEW | — | $117.46 | -6.2% |
| 9 | LRCX | LAM RESEARCH CORP | Technology | 614.0 | $266K | 0.05% | NEW | — | $433.33 | -28.4% |
| 10 | GE | GE AEROSPACE | Industrials | 696.0 | $260K | 0.05% | NEW | — | $373.73 | -8.5% |
| 11 | ABBV | ABBVIE INC | Healthcare | 1,000.0 | $252K | 0.05% | NEW | — | $251.64 | +5.1% |
| 12 | GVI | ISHARES TR | — | 2,350.0 | $249K | 0.05% | NEW | — | $106.09 | -0.7% |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | — | 750.0 | $227K | 0.04% | NEW | — | $302.97 | -4.0% |
| 14 | KLAC | KLA CORP | Technology | 737.0 | $222K | 0.04% | NEW | — | $301.71 | -39.8% |
| 15 | ORCL | ORACLE CORP | Technology | 1,464.0 | $215K | 0.04% | NEW | — | $146.55 | -2.8% |
| 16 | TXN | TEXAS INSTRS INC | Technology | 707.0 | $211K | 0.04% | NEW | — | $298.07 | -13.1% |
| 17 | FETH | FIDELITY ETHEREUM FD | Financial Services | 13,278.0 | $209K | 0.04% | NEW | — | $15.74 | +56.5% |
| 18 | ITOT | ISHARES TR | — | 1,240.0 | $204K | 0.04% | NEW | — | $164.27 | +1.9% |
| 19 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 200.0 | $202K | 0.04% | NEW | — | $1011.37 | +2.5% |
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
Technology
36.1%
Financial Services
25.7%
Consumer Cyclical
10.7%
Communication Services
7.9%
Healthcare
6.4%
Consumer Defensive
5.5%
Utilities
3.5%
Industrials
2.5%
Energy
1.1%
Real Estate
0.6%