Instuitional Investor - Wiser Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Wiser Wealth Management, Inc |
| Portfolio Value | $356,259,497 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 220,533 | $118,825,169 | 33.35% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 891,562 | $41,074,273 | 11.52% | |
| 3. | Vanguard Tax-Managed Fds | 538,150 | $25,734,336 | 7.22% | |
| 4. | Pacer Fds Tr | 394,432 | $22,277,518 | 6.25% | |
| 5. | Vanguard World Fund | 34,932 | $21,720,540 | 6.09% |
