$205 Million is the total value of Wiser Wealth Management, Inc's 30 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STIP | New | ISHARES TR0-5 yr tips etf | $11,801,000 | – | 111,455 | +100.0% | 5.76% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $347,000 | – | 1,160 | +100.0% | 0.17% | – |
| QCOM | New | QUALCOMM INC | $217,000 | – | 1,189 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 23.9% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 14.1% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 9.7% |
| VANGUARD CHARLOTTE FDS | 15 | Q2 2024 | 6.7% |
| VANGUARD WORLD FDS | 15 | Q2 2024 | 5.9% |
| ISHARES TR | 15 | Q2 2024 | 6.9% |
| SPDR SER TR | 15 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 1.3% |
| VANGUARD STAR FDS | 15 | Q2 2024 | 0.8% |
| HOME DEPOT INC | 15 | Q2 2024 | 0.8% |
View Wiser Wealth Management, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-14 |
View Wiser Wealth Management, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.