Instuitional Investor - Wiser Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Wiser Wealth Management, Inc |
| Portfolio Value | $356,431,614 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 220,752 | $113,446,589 | 31.83% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 949,295 | $44,654,849 | 12.53% | |
| 3. | Vanguard Tax-Managed Fds | 559,193 | $28,423,796 | 7.97% | |
| 4. | Pacer Fds Tr | 378,878 | $20,747,358 | 5.82% | |
| 5. | Ishares Tr | 389,788 | $19,598,542 | 5.5% |
