Portfolio (Quarterly) Guide ↗

Wiser Wealth Management, Inc

· CIK 0001573263

13F Portfolio $523M AUM 75 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 19 New 41 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VOO	VANGUARD INDEX FDS	—	241,952.0	$166.2M	31.79%	-2K	-0.9%	$686.81	+2.1%
2	BNDX	VANGUARD CHARLOTTE FDS	—	496,529.0	$24.0M	4.60%	-9K	-1.7%	$48.43	-1.5%
3	VIOO	VANGUARD ADMIRAL FDS INC	—	153,116.0	$21.1M	4.03%	-1K	-0.8%	$137.54	-1.1%
4	IVV	ISHARES TR	—	26,722.0	$20.0M	3.83%	-287.0	-1.1%	$748.88	+2.3%
5	IJR	ISHARES TR	—	26,953.0	$4.0M	0.77%	-433.0	-1.6%	$148.31	-1.0%
6	IEFA	ISHARES TR	—	22,747.0	$2.2M	0.42%	-3K	-10.4%	$96.58	+4.1%
7	HD	HOME DEPOT INC	Consumer Cyclical	4,411.0	$1.6M	0.30%	-428.0	-8.8%	$352.67	-4.4%
8	VXUS	VANGUARD STAR FDS	—	17,265.0	$1.5M	0.28%	-777.0	-4.3%	$85.49	+1.8%
9	VIG	VANGUARD SPECIALIZED FUNDS	—	6,033.0	$1.4M	0.27%	-174.0	-2.8%	$236.62	+3.1%
10	VEU	VANGUARD INTL EQUITY INDEX F	—	6,559.0	$549K	0.10%	-579.0	-8.1%	$83.75	+1.6%
11	SPTM	SPDR SERIES TRUST	—	5,784.0	$525K	0.10%	-315.0	-5.2%	$90.79	+2.0%
12	PG	PROCTER & GAMBLE CO	Consumer Defensive	2,741.0	$402K	0.08%	-174.0	-6.0%	$146.63	-0.3%
13	NSC	NORFOLK SOUTHN CORP	Industrials	1,088.0	$342K	0.07%	-18.0	-1.6%	$314.59	+11.6%

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%