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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LLY | ELI LILLY & CO | Healthcare | 453.0 | $487K | 0.11% | NEW | — | $1074.68 | +0.8% |
| 42 | V | VISA INC | Financial Services | 1,267.0 | $444K | 0.10% | NEW | — | $350.71 | -6.6% |
| 43 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,719.0 | $390K | 0.09% | NEW | — | $143.30 | +2.9% |
| 44 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,098.0 | $317K | 0.07% | NEW | — | $288.72 | +12.8% |
| 45 | KO | COCA COLA CO | Consumer Defensive | 4,480.0 | $313K | 0.07% | NEW | — | $69.91 | +16.7% |
| 46 | XOM | EXXON MOBIL CORP | Energy | 2,421.0 | $291K | 0.07% | NEW | — | $120.33 | +23.0% |
| 47 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,625.0 | $289K | 0.06% | NEW | — | $79.73 | -0.8% |
| 48 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,707.0 | $274K | 0.06% | NEW | — | $160.40 | +13.5% |
| 49 | MA | MASTERCARD INCORPORATED | Financial Services | 469.0 | $268K | 0.06% | NEW | — | $570.88 | -13.3% |
| 50 | ORCL | ORACLE CORP | Technology | 1,277.0 | $249K | 0.06% | NEW | — | $194.91 | -2.1% |
| 51 | NFLX | NETFLIX INC | Communication Services | 2,649.0 | $248K | 0.06% | NEW | — | $93.76 | -6.8% |
| 52 | FETH | FIDELITY ETHEREUM FD | Financial Services | 7,411.0 | $219K | 0.05% | NEW | — | $29.61 | -30.9% |
| 53 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 621.0 | $205K | 0.05% | NEW | — | $330.11 | +16.3% |
| 54 | WY | WEYERHAEUSER CO MTN BE | Real Estate | 8,592.0 | $204K | 0.04% | NEW | — | $23.69 | +3.5% |
| 55 | — | TECHNIPFMC PLC | — | 4,529.0 | $202K | 0.04% | NEW | — | $44.56 | — |
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
32.5%
Financial Services
26.6%
Consumer Cyclical
12.4%
Communication Services
11.8%
Healthcare
6.0%
Consumer Defensive
5.7%
Utilities
2.0%
Industrials
1.2%
Energy
1.1%
Real Estate
0.8%