Portfolio (Quarterly)
Guide ↗
Wiser Wealth Management, Inc
· CIK 0001573263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | HD | HOME DEPOT INC | Consumer Cyclical | 4,397.0 | $1.5M | 0.34% | NEW | — | $344.11 | -7.6% |
| 22 | GOOGL | ALPHABET INC | Communication Services | 4,795.0 | $1.5M | 0.33% | NEW | — | $313.00 | +24.2% |
| 23 | VXUS | VANGUARD STAR FDS | — | 19,770.0 | $1.5M | 0.33% | NEW | — | $75.44 | +13.8% |
| 24 | SPY | SPDR S&P 500 ETF TR | Financial Services | 2,036.0 | $1.4M | 0.31% | NEW | — | $681.76 | +10.1% |
| 25 | ETHW | BITWISE ETHEREUM ETF | Financial Services | 60,413.0 | $1.3M | 0.29% | NEW | — | $21.27 | -30.9% |
| 26 | VTI | VANGUARD INDEX FDS | — | 3,815.0 | $1.3M | 0.28% | NEW | — | $335.27 | +10.2% |
| 27 | VIG | VANGUARD SPECIALIZED FUNDS | — | 5,332.0 | $1.2M | 0.26% | NEW | — | $219.78 | +6.0% |
| 28 | AMZN | AMAZON COM INC | Consumer Cyclical | 5,009.0 | $1.2M | 0.26% | NEW | — | $230.82 | +17.8% |
| 29 | FTEC | FIDELITY COVINGTON TRUST | — | 4,987.0 | $1.1M | 0.25% | NEW | — | $224.67 | +24.8% |
| 30 | JNJ | JOHNSON & JOHNSON | Healthcare | 4,300.0 | $890K | 0.20% | NEW | — | $206.97 | +11.8% |
| 31 | AVGO | BROADCOM INC | Technology | 2,165.0 | $749K | 0.17% | NEW | — | $346.10 | +21.9% |
| 32 | META | META PLATFORMS INC | Communication Services | 1,117.0 | $737K | 0.16% | NEW | — | $660.09 | -3.8% |
| 33 | MUB | ISHARES TR | — | 5,885.0 | $630K | 0.14% | NEW | — | $107.10 | -0.2% |
| 34 | GOOG | ALPHABET INC | Communication Services | 1,951.0 | $612K | 0.14% | NEW | — | $313.80 | +22.6% |
| 35 | TSLA | TESLA INC | Consumer Cyclical | 1,331.0 | $599K | 0.13% | NEW | — | $449.72 | -2.1% |
| 36 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,743.0 | $562K | 0.12% | NEW | — | $322.29 | -7.1% |
| 37 | WMT | WALMART INC | Consumer Defensive | 4,735.0 | $528K | 0.12% | NEW | — | $111.41 | +6.4% |
| 38 | SO | SOUTHERN CO | Utilities | 6,010.0 | $524K | 0.12% | NEW | — | $87.20 | +7.5% |
| 39 | SPTM | SPDR SERIES TRUST | — | 6,207.0 | $512K | 0.11% | NEW | — | $82.50 | +10.3% |
| 40 | — | BERKSHIRE HATHAWAY INC DEL | — | 991.0 | $498K | 0.11% | NEW | — | $502.65 | — |
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%