$246 Million is the total value of Wiser Wealth Management, Inc's 36 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WY | WEYERHAEUSER CO MTN BE | $251,228 | -8.5% | 8,194 | 0.0% | 0.10% | -7.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
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.