Instuitional Investor - Wiser Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Wiser Wealth Management, Inc |
| Portfolio Value | $449,747,846 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 233,095 | $146,180,602 | 32.5% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,189,548 | $56,325,093 | 12.52% | |
| 3. | Vanguard Tax-Managed Fds | 611,360 | $38,191,633 | 8.49% | |
| 4. | Vanguard World Fund | 36,989 | $27,881,433 | 6.2% | |
| 5. | Ishares Tr | 462,972 | $23,472,669 | 5.22% |