Wiser Wealth Management, Inc Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$399.3B
Holdings
50
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 232,397 | $132.0B | 33.06% | |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 985,192 | $46.4B | 11.61% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 585,007 | $33.4B | 8.35% | |
| 4 | VGTVANGUARD WORLD FD | 41,451 | $27.5B | 6.88% | |
| 5 | SLQDISHARES TR | 402,027 | $20.3B | 5.09% | |
| 6 | BNDXVANGUARD CHARLOTTE FDS | 398,643 | $19.7B | 4.94% | |
| 7 | COWZPACER FDS TR | 356,450 | $19.6B | 4.92% | |
| 8 | IVVISHARES TR | 30,684 | $19.1B | 4.77% | |
| 9 | BSVVANGUARD BD INDEX FDS | 201,675 | $15.9B | 3.97% | |
| 10 | VIOOVANGUARD ADMIRAL FDS INC | 141,586 | $14.3B | 3.59% | |
| 11 | BNDVANGUARD BD INDEX FDS | 148,013 | $10.9B | 2.73% | |
| 12 | IAGGISHARES TR | 77,610 | $4.0B | 0.99% | |
| 13 | IJRISHARES TR | 27,778 | $3.0B | 0.76% | |
| 14 | VVVANGUARD INDEX FDS | 9,275 | $2.6B | 0.66% | |
| 15 | BITBBITWISE BITCOIN ETF TR | 42,101 | $2.5B | 0.62% | |
| 16 | VXUSVANGUARD STAR FDS | 35,153 | $2.4B | 0.61% | |
| 17 | AAPLAPPLE INC | 11,282 | $2.3B | 0.58% | |
| 18 | AQLTISHARES TR | 24,774 | $2.1B | 0.52% | |
| 19 | MSFTMICROSOFT CORP | 3,560 | $1.8B | 0.44% | |
| 20 | NVDANVIDIA CORPORATION | 10,751 | $1.7B | 0.43% | |
| 21 | HDHOME DEPOT INC | 4,616 | $1.7B | 0.42% | |
| 22 | SUBISHARES TR | 15,476 | $1.6B | 0.41% | |
| 23 | VTIVANGUARD INDEX FDS | 4,266 | $1.3B | 0.32% | |
| 24 | SPYSPDR S&P 500 ETF TR | 2,050 | $1.3B | 0.32% | |
| 25 | VIGVANGUARD SPECIALIZED FUNDS | 5,520 | $1.1B | 0.28% | |
| 26 | AMZNAMAZON COM INC | 4,070 | $892.9M | 0.22% | |
| 27 | ETHWBITWISE ETHEREUM ETF | 47,062 | $849.9M | 0.21% | |
| 28 | METAMETA PLATFORMS INC | 928 | $684.9M | 0.17% | |
| 29 | GOOGLALPHABET INC | 3,573 | $629.6M | 0.16% | |
| 30 | WMTWALMART INC | 5,864 | $573.4M | 0.14% | |
| 31 | MUBISHARES TR | 5,407 | $564.9M | 0.14% | |
| 32 | SPTMSPDR SER TR | 7,457 | $558.5M | 0.14% | |
| 33 | SOSOUTHERN CO | 5,876 | $539.6M | 0.14% | |
| 34 | AVGOBROADCOM INC | 1,937 | $533.9M | 0.13% | |
| 35 | JPMJPMORGAN CHASE & CO. | 1,511 | $438.2M | 0.11% | |
| 36 | FTECFIDELITY COVINGTON TRUST | 2,165 | $427.0M | 0.11% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 863 | $419.2M | 0.10% | |
| 38 | TSLATESLA INC | 1,278 | $406.0M | 0.10% | |
| 39 | PGPROCTER AND GAMBLE CO | 2,504 | $398.9M | 0.10% | |
| 40 | NFLXNETFLIX INC | 266 | $356.2M | 0.09% | |
| 41 | VVISA INC | 903 | $320.6M | 0.08% | |
| 42 | ADPAUTOMATIC DATA PROCESSING IN | 989 | $304.9M | 0.08% | |
| 43 | GOOGALPHABET INC | 1,692 | $300.1M | 0.08% | |
| 44 | 4I1PHILIP MORRIS INTL INC | 1,560 | $284.1M | 0.07% | |
| 45 | NSCNORFOLK SOUTHN CORP | 1,092 | $279.5M | 0.07% | |
| 46 | LLYELI LILLY & CO | 312 | $243.2M | 0.06% | |
| 47 | WYWEYERHAEUSER CO MTN BE | 8,283 | $212.8M | 0.05% | |
| 48 | COSTCOSTCO WHSL CORP NEW | 209 | $206.9M | 0.05% | |
| 49 | MAMASTERCARD INCORPORATED | 368 | $206.8M | 0.05% | |
| 50 | XOMEXXON MOBIL CORP | 1,911 | $206.0M | 0.05% |