$249 Million is the total value of Wiser Wealth Management, Inc's 35 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $221,938 | – | 4,419 | +100.0% | 0.09% | – |
| MSFT | New | MICROSOFT CORP | $205,346 | – | 603 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q4 2023 | 23.9% |
| VANGUARD BD INDEX FDS | 13 | Q4 2023 | 14.1% |
| VANGUARD TAX-MANAGED INTL FD | 13 | Q4 2023 | 9.7% |
| VANGUARD CHARLOTTE FDS | 13 | Q4 2023 | 6.7% |
| VANGUARD BD INDEX FDS | 13 | Q4 2023 | 4.8% |
| VANGUARD WORLD FDS | 13 | Q4 2023 | 4.8% |
| ISHARES TR | 13 | Q4 2023 | 6.9% |
| VANGUARD INTL EQUITY INDEX F | 13 | Q4 2023 | 3.1% |
| VANGUARD BD INDEX FDS | 13 | Q4 2023 | 4.9% |
| SPDR SER TR | 13 | Q4 2023 | 2.3% |
View Wiser Wealth Management, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-27 |
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.