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 | MSFT | MICROSOFT CORP | Technology | 4,561.0 | $1.7M | 0.36% | +208.0 | +4.8% | $370.15 | +11.5% |
| 22 | ETHW | BITWISE ETHEREUM ETF | Financial Services | 108,395.0 | $1.6M | 0.35% | +48K | +79.4% | $15.00 | -2.0% |
| 23 | HD | HOME DEPOT INC | Consumer Cyclical | 4,839.0 | $1.6M | 0.34% | +442.0 | +10.1% | $328.86 | -3.3% |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,329.0 | $1.5M | 0.33% | +293.0 | +14.4% | $650.44 | +15.4% |
| 25 | GOOGL | ALPHABET INC | Communication Services | 5,062.0 | $1.5M | 0.31% | +267.0 | +5.6% | $287.57 | +35.2% |
| 26 | VXUS | VANGUARD STAR FDS | — | 18,042.0 | $1.4M | 0.30% | -2K | -8.7% | $77.11 | +11.3% |
| 27 | VIG | VANGUARD SPECIALIZED FUNDS | — | 6,207.0 | $1.3M | 0.29% | +875.0 | +16.4% | $215.06 | +8.4% |
| 28 | AMZN | AMAZON COM INC | Consumer Cyclical | 5,579.0 | $1.2M | 0.25% | +570.0 | +11.4% | $208.27 | +30.5% |
| 29 | JNJ | JOHNSON & JOHNSON | Healthcare | 4,355.0 | $1.1M | 0.23% | +55.0 | +1.3% | $244.42 | -5.4% |
| 30 | FTEC | FIDELITY COVINGTON TRUST | — | 4,987.0 | $1.0M | 0.22% | — | — | $208.05 | +34.8% |
| 31 | AVGO | BROADCOM INC | Technology | 2,364.0 | $732K | 0.16% | +199.0 | +9.2% | $309.51 | +36.3% |
| 32 | META | META PLATFORMS INC | Communication Services | 1,155.0 | $661K | 0.14% | +38.0 | +3.4% | $572.13 | +11.0% |
| 33 | MUB | ISHARES TR | — | 6,056.0 | $643K | 0.14% | +171.0 | +2.9% | $106.16 | +0.7% |
| 34 | GOOG | ALPHABET INC | Communication Services | 2,210.0 | $634K | 0.14% | +259.0 | +13.3% | $286.87 | +34.1% |
| 35 | WMT | WALMART INC | Consumer Defensive | 4,854.0 | $603K | 0.13% | +119.0 | +2.5% | $124.28 | -4.6% |
| 36 | SO | SOUTHERN CO | Utilities | 6,025.0 | $582K | 0.12% | — | — | $96.52 | -2.9% |
| 37 | VEU | VANGUARD INTL EQUITY INDEX F | — | 7,138.0 | $536K | 0.12% | NEW | — | $75.10 | +11.6% |
| 38 | TSLA | TESLA INC | Consumer Cyclical | 1,432.0 | $532K | 0.12% | +101.0 | +7.6% | $371.75 | +18.5% |
| 39 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,101.0 | $528K | 0.11% | +110.0 | +11.1% | $479.20 | — |
| 40 | SPTM | SPDR SERIES TRUST | — | 6,099.0 | $482K | 0.10% | -108.0 | -1.7% | $79.06 | +15.1% |
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
29.5%
Technology
28.1%
Consumer Cyclical
12.6%
Communication Services
11.8%
Consumer Defensive
7.0%
Healthcare
5.5%
Utilities
2.1%
Energy
1.6%
Industrials
1.1%
Real Estate
0.8%