Wiser Wealth Management, Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Wiser Wealth Management, Inc reported 31 stock positions worth $304.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 34.3% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 13.3%) and Pacer US Cash Cows 100 ETF (COWZ, 8.8%). Compared with Q4 2023, it opened 3 new positions, sold out of 5, added to 17 and reduced 9. The biggest buy was a new position in JPMorgan Core Plus Bond ETF (JCPB) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, GA
- CIK
- 0001573263
- Portfolio Value
- $304.8M (Q1 2024)
- SEC Filing
- 0001573263-24-000003 ↗ filed Apr 19, 2024
Holdings Value
Holdings 31 stocks · $304.8M
| VOO Vanguard S&P 500 ETF | 34.26% | 217,228 | $104.4M | Add +4.2% |
| JCPB JPMorgan Core Plus Bond ETF | 13.27% | 867,111 | $40.4M | New |
| COWZ Pacer US Cash Cows 100 ETF | 8.84% | 463,529 | $26.9M | Add +3.8% |
| VEA Vanguard Ftse Developed ETF | 7.85% | 476,992 | $23.9M | Add +3.0% |
| BNDX Vanguard Total Intl Bond ETF | 5.59% | 346,560 | $17.0M | Add +2.2% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.33% | 330,082 | $16.2M | Add +4.7% |
| VGT Vanguard Info Tech ETF | 5.11% | 29,676 | $15.6M | Add +4.0% |
| IVV iShares Core S&P 500 ETF | 4.77% | 27,657 | $14.5M | Reduce -1.4% |
| BSV Vanguard Short-Term Bond ETF | 4.71% | 187,260 | $14.4M | Reduce -56.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 3.87% | 116,161 | $11.8M | Add +6.0% |
| SUB iShares Short-Term National | 0.77% | 22,398 | $2.3M | Reduce -4.9% |
| IJR iShares Core S&P Small-Cap E | 0.76% | 20,873 | $2.3M | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.74% | 9,423 | $2.3M | Reduce -0.1% |
| HD Home Depot Inc. | 0.54% | 4,290 | $1.6M | Add +0.9% |
| AAPL Apple Inc. | 0.54% | 9,549 | $1.6M | Add +5.3% |
| VXUS Vanguard Total Intl Stock | 0.53% | 26,901 | $1.6M | Add +3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 5,394 | $1.4M | Add +70.6% |
| IAGG iShares Intl Aggregate Bond | 0.41% | 25,278 | $1.3M | Add +10.9% |
| MSFT Microsoft Corp. | 0.23% | 1,700 | $715K | Add +30.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,350 | $706K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.22% | 10,315 | $662K | Reduce -4.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 8,650 | $642K | Add +0.7% |
| BND Vanguard Total Bond Market | 0.11% | 4,686 | $340K | Reduce -87.4% |
| PG The Procter & Gamble Co. | 0.10% | 1,887 | $306K | Add +3.7% |
| WY Weyerhaeuser Co. | 0.10% | 8,213 | $295K | Add +0.2% |
| NSC Norfolk Southern Corp. | 0.08% | 996 | $254K | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 1,331 | $243K | No change |
| AMZN Amazon.com Inc. | 0.08% | 1,329 | $240K | New |
| GOOGL Alphabet Inc. Class A | 0.08% | 1,558 | $235K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.07% | 4,112 | $208K | Reduce -8.4% |
| GSST Goldman Sachs Ultra Short Bo | 0.07% | 4,018 | $202K | Reduce -77.8% |
Portfolio Sells Q4 2023 → Q1 2024
| BSV Vanguard Short-Term Bond ETF | Reduce -56.7% | 4.71% | −7.40 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −4.43 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −1.24 |
| BND Vanguard Total Bond Market | Reduce -87.4% | 0.11% | −0.88 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.55 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -77.8% | 0.07% | −0.26 |
| SUB iShares Short-Term National | Reduce -4.9% | 0.77% | −0.13 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 0.76% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 4.77% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.4% | 0.07% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.6% | 0.22% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.1% | 0.74% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| JCPB JPMorgan Core Plus Bond ETF | New | 13.27% | +13.27 |
| VOO Vanguard S&P 500 ETF | Add +4.2% | 34.26% | +1.63 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.8% | 8.84% | +0.44 |
| VGT Vanguard Info Tech ETF | Add +4.0% | 5.11% | +0.30 |
| VTI VG Morningstar TS MKT ETF-US | Add +70.6% | 0.46% | +0.19 |
| AMZN Amazon.com Inc. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.08% | +0.08 |
| MSFT Microsoft Corp. | Add +30.7% | 0.23% | +0.06 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +6.0% | 3.87% | +0.04 |
| HD Home Depot Inc. | Add +0.9% | 0.54% | +0.02 |
| IAGG iShares Intl Aggregate Bond | Add +10.9% | 0.41% | +0.00 |
| PG The Procter & Gamble Co. | Add +3.7% | 0.10% | +0.00 |
| NSC Norfolk Southern Corp. | Add +0.6% | 0.08% | −0.00 |
| WY Weyerhaeuser Co. | Add +0.2% | 0.10% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.7% | 0.21% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +3.0% | 0.53% | −0.01 |
| AAPL Apple Inc. | Add +5.3% | 0.54% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Add +3.0% | 7.85% | −0.10 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +4.7% | 5.33% | −0.30 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.2% | 5.59% | −0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $522.7M | VOO, JCPB, VEA, VGT, SLQD |
| Q1 2026 | 58 | $463.7M | VOO, JCPB, VEA, VGT, SLQD |
| Q4 2025 | 55 | $449.7M | VOO, JCPB, VEA, VGT, SLQD |
| Q3 2025 | 54 | $437.4M | VOO, JCPB, VEA, VGT, SLQD |
| Q2 2025 | 50 | $399.3M | VOO, JCPB, VEA, VGT, SLQD |
| Q1 2025 | 49 | $356.4M | VOO, JCPB, VEA, COWZ, SLQD |
| Q4 2024 | 48 | $356.3M | VOO, JCPB, VEA, COWZ, VGT |
| Q3 2024 | 49 | $348.9M | VOO, JCPB, VEA, COWZ, VGT |
| Q2 2024 | 35 | $323.0M | VOO, JCPB, VEA, COWZ, VGT |
| Q1 2024 | 31 | $304.8M | VOO, JCPB, COWZ, VEA, BNDX |