Portfolio (Quarterly)
Guide ↗
Wiser Wealth Management, Inc
· CIK 0001573263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | — | 27,386.0 | $3.4M | 0.73% | -641.0 | -2.3% | $124.31 | +18.1% |
| 2 | VXUS | VANGUARD STAR FDS | — | 18,042.0 | $1.4M | 0.30% | -2K | -8.7% | $77.11 | +13.1% |
| 3 | SPTM | SPDR SERIES TRUST | — | 6,099.0 | $482K | 0.10% | -108.0 | -1.7% | $79.06 | +17.2% |
| 4 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,635.0 | $481K | 0.10% | -108.0 | -6.2% | $294.16 | +21.2% |
| 5 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,562.0 | $258K | 0.06% | -145.0 | -8.5% | $165.34 | +15.8% |
| 6 | MA | MASTERCARD INCORPORATED | Financial Services | 452.0 | $226K | 0.05% | -17.0 | -3.6% | $499.66 | +20.1% |
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%