account_balance
Investment manager · 13F filer · SEC CIK 1573263
Wiser Wealth Management, Inc
Reported value$550Mas of Sep 30, 2026
Positions73 7 new, 9 sold out
Top 10 weight85.0%VOO alone is 31%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
31.1%
JCPBJ P Morgan Exchange Traded F
12.4%Added +16%
VEAVanguard Tax-Managed FDS
8.4%Added +4%
VGTVanguard World Fd
6.7%Trimmed −3%
SLQDiShares Tr
5.3%Added +15%
BNDXVanguard Charlotte FDS
5.1%Added +20%
COWZPacer FDS Tr
5.0%Added +2%
BSVVanguard Bd Index FDS
4.0%+14%
IVViShares Tr
3.7%
VIOOVanguard Admiral FDS Inc
3.5%
BNDVanguard Bd Index FDS
1.8%
IAGG1.1%
VOOVanguard Index FDS
31.1%
JCPBJ P Morgan Exchange Traded F
12.4%+16%
VEAVanguard Tax-Managed FDS
8.4%+4%
VGTVanguard World Fd
6.7%−3%
SLQDiShares Tr
5.3%
BNDXVanguard Charlotte FDS
5.1%
COWZPacer FDS Tr
5.0%
BSV4.0%
IVV3.7%
VIOO
BND
IAGG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 31.1% Held
JCPB J P Morgan Exchange Traded F 12.4% Added +16%
VEA Vanguard Tax-Managed FDS 8.4% Added +4%
VGT Vanguard World Fd 6.7% Trimmed −3%
SLQD iShares Tr 5.3% Added +15%
BNDX Vanguard Charlotte FDS 5.1% Added +20%
COWZ Pacer FDS Tr 5.0% Added +2%
BSV Vanguard Bd Index FDS 4.0% Added +14%
IVV iShares Tr 3.7% Held
VIOO Vanguard Admiral FDS Inc 3.5% Held
BND Vanguard Bd Index FDS 1.8% Trimmed −15%
IAGG iShares Tr 1.1% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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