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 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,692.0 | $2.0M | 0.39% | +363.0 | +15.6% | $746.89 | +2.1% |
| 22 | MSFT | MICROSOFT CORP | Technology | 5,369.0 | $2.0M | 0.38% | +808.0 | +17.7% | $373.00 | +30.9% |
| 23 | GOOGL | ALPHABET INC | Communication Services | 5,345.0 | $1.9M | 0.36% | +283.0 | +5.6% | $357.38 | -2.1% |
| 24 | HD | HOME DEPOT INC | Consumer Cyclical | 4,411.0 | $1.6M | 0.30% | -428.0 | -8.8% | $352.67 | -4.4% |
| 25 | VXUS | VANGUARD STAR FDS | — | 17,265.0 | $1.5M | 0.28% | -777.0 | -4.3% | $85.49 | +1.8% |
| 26 | FTEC | FIDELITY COVINGTON TRUST | — | 5,093.0 | $1.5M | 0.28% | +106.0 | +2.1% | $285.58 | -2.8% |
| 27 | VIG | VANGUARD SPECIALIZED FUNDS | — | 6,033.0 | $1.4M | 0.27% | -174.0 | -2.8% | $236.62 | +3.1% |
| 28 | AMZN | AMAZON COM INC | Consumer Cyclical | 5,986.0 | $1.4M | 0.27% | +407.0 | +7.3% | $238.34 | +9.7% |
| 29 | ETHW | BITWISE ETHEREUM ETF | Financial Services | 112,955.0 | $1.3M | 0.24% | +5K | +4.2% | $11.28 | +59.5% |
| 30 | SO | SOUTHERN CO | Utilities | 13,296.0 | $1.3M | 0.24% | +7K | +120.7% | $95.71 | -6.5% |
| 31 | JNJ | JOHNSON & JOHNSON | Healthcare | 4,418.0 | $1.1M | 0.21% | +63.0 | +1.4% | $253.97 | +7.0% |
| 32 | AVGO | BROADCOM INC | Technology | 2,613.0 | $987K | 0.19% | +249.0 | +10.5% | $377.75 | -4.3% |
| 33 | GOOG | ALPHABET INC | — | 2,402.0 | $849K | 0.16% | +192.0 | +8.7% | $353.36 | — |
| 34 | META | META PLATFORMS INC | Communication Services | 1,306.0 | $736K | 0.14% | +151.0 | +13.1% | $563.29 | -1.6% |
| 35 | MU | MICRON TECHNOLOGY INC | Technology | 601.0 | $694K | 0.13% | NEW | — | $1154.29 | -22.2% |
| 36 | VCSH | VANGUARD SCOTTSDALE FDS | — | 8,678.0 | $686K | 0.13% | +3K | +48.0% | $79.03 | -0.5% |
| 37 | MUB | ISHARES TR | — | 6,106.0 | $657K | 0.13% | +50.0 | +0.8% | $107.62 | -2.0% |
| 38 | TSLA | TESLA INC | Consumer Cyclical | 1,560.0 | $656K | 0.13% | +128.0 | +8.9% | $420.60 | -14.8% |
| 39 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 12,580.0 | $642K | 0.12% | +7K | +122.2% | $51.05 | +35.6% |
| 40 | LLY | ELI LILLY & CO | Healthcare | 525.0 | $630K | 0.12% | +42.0 | +8.7% | $1199.43 | +3.4% |
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%