13F-HR filed by Wiser Wealth Management, Inc
Wiser Wealth Management, Inc filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-10-19, with 36 holding rows worth $245,964,887.
- Accession
- 0001573263-23-000017
- Filer
- CIK 1573263
- Filed
- 2023-10-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2023
A holdings report, 36 entries on the cover page, a total value of $245,964,887 stated on the cover page (in dollars after the unit check, H1), rows summing to $245,964,887 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 171,370 | $67,297,041 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 415,046 | $31,198,995 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 379,818 | $18,774,390 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 403,604 | $17,645,578 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 317,359 | $15,179,305 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 ETF | 921932828 | ETF | 163,312 | $14,273,481 | dollars as filed | |
| ISHARES TR | 46434V100 | 0-5YR INVT GR CP | 292,044 | $14,016,645 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 149,646 | $10,820,876 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 24,613 | $10,569,583 | dollars as filed | |
| VGT | 92204A702 | SHS | 25,060 | $10,397,405 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 138,423 | $6,530,799 | dollars as filed | |
| VWO | 922042858 | SHS | 88,182 | $3,457,628 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 28,059 | $2,646,804 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 39,417 | $2,643,318 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 47,691 | $2,503,301 | dollars as filed | |
| VTI | 922908769 | COM | 10,337 | $2,195,664 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 81,747 | $1,989,723 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 9,428 | $1,845,008 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 35,232 | $1,774,986 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 31,818 | $1,702,920 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,246 | $1,282,836 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430230 | ULTR SHOR BD ETF | 18,086 | $903,215 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 12,852 | $896,842 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 8,691 | $894,002 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,172 | $885,456 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 6,797 | $696,979 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,347 | $575,812 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 7,546 | $485,585 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 3,641 | $275,445 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 5,048 | $253,298 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 8,194 | $251,228 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 2,267 | $250,409 | dollars as filed | |
| Southern Company | 842587107 | COM | 3,587 | $232,151 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 4,451 | $214,090 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,310 | $203,623 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 736 | $200,466 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001573263-23-000017 | this filing | 2023-10-19 | acceptance time not in the bulk data set |