Portfolio (Quarterly)
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Wiser Wealth Management, Inc
· CIK 0001573263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,923.0 | $629K | 0.12% | +288.0 | +17.6% | $327.33 | +8.9% |
| 42 | V | VISA INC | Financial Services | 1,704.0 | $585K | 0.11% | +441.0 | +34.9% | $343.09 | +11.5% |
| 43 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,143.0 | $572K | 0.11% | +42.0 | +3.8% | $500.39 | — |
| 44 | WMT | WALMART INC | Consumer Defensive | 5,022.0 | $569K | 0.11% | +168.0 | +3.5% | $113.26 | -6.0% |
| 45 | VEU | VANGUARD INTL EQUITY INDEX F | — | 6,559.0 | $549K | 0.10% | -579.0 | -8.1% | $83.75 | +1.7% |
| 46 | SPTM | SPDR SERIES TRUST | — | 5,784.0 | $525K | 0.10% | -315.0 | -5.2% | $90.79 | +2.1% |
| 47 | AMD | ADVANCED MICRO DEVICES INC | Technology | 887.0 | $515K | 0.10% | NEW | — | $580.91 | -21.4% |
| 48 | KO | COCA COLA CO | Consumer Defensive | 5,373.0 | $437K | 0.08% | +44.0 | +0.8% | $81.26 | +13.2% |
| 49 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,741.0 | $402K | 0.08% | -174.0 | -6.0% | $146.63 | -0.0% |
| 50 | XOM | EXXON MOBIL CORP | Energy | 2,876.0 | $393K | 0.07% | +322.0 | +12.6% | $136.74 | +20.0% |
| 51 | AMAT | APPLIED MATLS INC | Technology | 538.0 | $389K | 0.07% | NEW | — | $723.00 | -33.0% |
| 52 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,088.0 | $342K | 0.07% | -18.0 | -1.6% | $314.59 | +12.2% |
| 53 | INTC | INTEL CORP | Technology | 2,450.0 | $342K | 0.07% | NEW | — | $139.63 | -37.5% |
| 54 | QQQ | INVESCO QQQ TR | Financial Services | 448.0 | $330K | 0.06% | NEW | — | $736.40 | -4.1% |
| 55 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,700.0 | $308K | 0.06% | +138.0 | +8.8% | $180.91 | +5.8% |
| 56 | — | TECHNIPFMC PLC | — | 4,572.0 | $303K | 0.06% | +31.0 | +0.7% | $66.30 | — |
| 57 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 718.0 | $298K | 0.06% | NEW | — | $415.63 | -4.1% |
| 58 | CAT | CATERPILLAR INC | Industrials | 263.0 | $280K | 0.05% | NEW | — | $1064.90 | -23.8% |
| 59 | CSCO | CISCO SYS INC | Technology | 2,348.0 | $276K | 0.05% | NEW | — | $117.46 | -6.2% |
| 60 | LRCX | LAM RESEARCH CORP | Technology | 614.0 | $266K | 0.05% | NEW | — | $433.33 | -28.4% |
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%