13F-HR filed by Wiser Wealth Management, Inc
Wiser Wealth Management, Inc filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-04-14, with 29 holding rows worth $145,581,000.
- Accession
- 0001573263-21-000002
- Filer
- CIK 1573263
- Filed
- 2021-04-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 29 entries on the cover page, a total value of $145,581,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $145,581,000 with VALUE read as thousands by filing date, 13F file number 028-20622. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 83,210 | $33,102,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 217,115 | $17,845,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 282,820 | $13,889,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 83,010 | $10,109,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 171,302 | $9,785,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 85,764 | $9,308,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 166,040 | $8,862,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 71,304 | $6,327,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 14,474 | $5,189,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 87,547 | $4,557,000 | thousands by filing date | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 45,718 | $4,487,000 | thousands by filing date | |
| iShares Global REIT ETF | 46434V647 | SHS | 160,132 | $4,080,000 | thousands by filing date | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 73,085 | $3,692,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 60,906 | $2,996,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 74,752 | $2,216,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 9,524 | $1,765,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 10,409 | $1,208,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 17,177 | $1,077,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 3,358 | $1,025,000 | thousands by filing date | |
| VTI | 922908769 | COM | 3,384 | $699,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 4,975 | $536,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 1,286 | $510,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 3,378 | $413,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 4,571 | $394,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 3,467 | $383,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 5,377 | $334,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 2,715 | $294,000 | thousands by filing date | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 8,194 | $292,000 | thousands by filing date | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 4,287 | $207,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001573263-21-000002 | this filing | 2021-04-14 | acceptance time not in the bulk data set |