Wiser Wealth Management, Inc
data from 31/12/2025
Capitalization
$ 449.748 M
2.83 %
Performance
$ 93.906 M
31.90 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | VANGUARD INDEX FDS | 32.50% | 146.181 M $ | 233095 | 2022/06/30 | 3.420 M $ | 2.41 % | |
| 2025/12/31 | J P MORGAN EXCHANGE TRADED F | 12.52% | 56.325 M $ | 1189548 | 2024/03/31 | -224.117 K $ | -0.42 % | |
| 2025/12/31 | VANGUARD TAX-MANAGED FDS | 8.49% | 38.192 M $ | 611360 | 2020/12/31 | 1.549 M $ | 4.26 % | |
| 2025/12/31 | VANGUARD WORLD FD | 6.20% | 27.881 M $ | 36989 | 2020/12/31 | 267.288 K $ | 0.96 % | |
| 2025/12/31 | ISHARES TR | 5.22% | 23.473 M $ | 462972 | 2023/03/31 | -58.384 K $ | -0.26 % | |
| 2025/12/31 | VANGUARD CHARLOTTE FDS | 5.06% | 22.739 M $ | 470587 | 2020/12/31 | -515.949 K $ | -2.30 % | |
| 2025/12/31 | PACER FDS TR | 5.03% | 22.628 M $ | 376069 | 2022/06/30 | 998.532 K $ | 4.70 % | |
| 2025/12/31 | ISHARES TR | 4.08% | 18.346 M $ | 26785 | 2020/12/31 | 452.535 K $ | 2.34 % | |
| 2025/12/31 | VANGUARD BD INDEX FDS | 3.98% | 17.918 M $ | 227356 | 2020/12/31 | -21.905 K $ | -0.13 % | |
| 2025/12/31 | VANGUARD ADMIRAL FDS INC | 3.67% | 16.510 M $ | 148795 | 2022/06/30 | 72.218 K $ | 0.44 % | |
| 2025/12/31 | VANGUARD BD INDEX FDS | 2.45% | 11.039 M $ | 149031 | 2022/03/31 | -45.462 K $ | -0.40 % | |
| 2025/12/31 | ISHARES TR | 1.02% | 4.573 M $ | 91437 | 2023/12/31 | -101.517 K $ | -2.38 % | |
| 2025/12/31 | ISHARES TR | 0.75% | 3.368 M $ | 28027 | 2020/12/31 | 36.898 K $ | 1.14 % | |
| 2025/12/31 | APPLE INC | 0.72% | 3.257 M $ | 11980 | 2020/12/31 | 203.092 K $ | 6.76 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.64% | 2.869 M $ | 9115 | 2020/12/31 | 63.404 K $ | 2.26 % | |
| 2025/12/31 | BITWISE BITCOIN ETF TR | 0.63% | 2.837 M $ | 59655 | 2024/06/30 | -667.264 K $ | -23.56 % | |
| 2025/12/31 | NVIDIA CORPORATION | 0.49% | 2.203 M $ | 11814 | 2024/06/30 | -911.000 $ | -0.04 % | |
| 2025/12/31 | ISHARES TR | 0.47% | 2.114 M $ | 19810 | 2021/03/31 | -1.505 K $ | -0.07 % | |
| 2025/12/31 | MICROSOFT CORP | 0.47% | 2.105 M $ | 4353 | 2023/06/30 | -143.556 K $ | -6.63 % | |
| 2025/12/31 | ISHARES TR | 0.45% | 2.043 M $ | 22837 | 2022/06/30 | 47.663 K $ | 2.46 % | |
| 2025/12/31 | HOME DEPOT INC | 0.34% | 1.513 M $ | 4397 | 2020/12/31 | -271.317 K $ | -15.07 % | |
| 2025/12/31 | ALPHABET INC | 0.33% | 1.501 M $ | 4795 | 2024/03/31 | 327.551 K $ | 28.75 % | |
| 2025/12/31 | VANGUARD STAR FDS | 0.33% | 1.491 M $ | 19770 | 2020/12/31 | 42.799 K $ | 2.70 % | |
| 2025/12/31 | SPDR S&P 500 ETF TR | 0.31% | 1.388 M $ | 2036 | 2020/12/31 | 31.861 K $ | 2.34 % | |
| 2025/12/31 | BITWISE ETHEREUM ETF | 0.29% | 1.285 M $ | 60413 | 2024/09/30 | -420.899 K $ | -28.67 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.28% | 1.279 M $ | 3815 | 2020/12/31 | 29.152 K $ | 2.16 % | |
| 2025/12/31 | VANGUARD SPECIALIZED FUNDS | 0.26% | 1.172 M $ | 5332 | 2023/03/31 | 20.891 K $ | 1.85 % | |
| 2025/12/31 | AMAZON COM INC | 0.26% | 1.156 M $ | 5009 | 2024/03/31 | 53.876 K $ | 5.12 % | |
| 2025/12/31 | FIDELITY COVINGTON TRUST | 0.25% | 1.120 M $ | 4987 | 2024/09/30 | 12.737 K $ | 1.13 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.20% | 889.964 K $ | 4300 | 2025/09/30 | 90.941 K $ | 11.62 % | |
| 2025/12/31 | BROADCOM INC | 0.17% | 749.307 K $ | 2165 | 2024/09/30 | 35.682 K $ | 4.91 % | |
| 2025/12/31 | META PLATFORMS INC | 0.16% | 737.321 K $ | 1117 | 2024/06/30 | -80.530 K $ | -10.12 % | |
| 2025/12/31 | ISHARES TR | 0.14% | 630.312 K $ | 5885 | 2025/06/30 | 3.631 K $ | 0.57 % | |
| 2025/12/31 | ALPHABET INC | 0.14% | 612.221 K $ | 1951 | 2024/12/31 | 133.264 K $ | 28.85 % | |
| 2025/12/31 | TESLA INC | 0.13% | 598.577 K $ | 1331 | 2024/09/30 | 6.255 K $ | 1.12 % | |
| 2025/12/31 | JPMORGAN CHASE & CO. | 0.12% | 561.757 K $ | 1743 | 2024/06/30 | 11.696 K $ | 2.17 % | |
| 2025/12/31 | WALMART INC | 0.12% | 527.526 K $ | 4735 | 2024/09/30 | 38.443 K $ | 8.10 % | |
| 2025/12/31 | SOUTHERN CO | 0.12% | 524.043 K $ | 6010 | 2024/09/30 | -44.640 K $ | -7.99 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.11% | 512.078 K $ | 6207 | 2020/12/31 | 12.533 K $ | 2.29 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.11% | 498.126 K $ | 991 | 2024/06/30 | -104.000 $ | -0.02 % | |
| 2025/12/31 | ELI LILLY & CO | 0.11% | 486.830 K $ | 453 | 2024/09/30 | 148.048 K $ | 40.85 % | |
| 2025/12/31 | VISA INC | 0.10% | 444.350 K $ | 1267 | 2024/12/31 | 11.578 K $ | 2.73 % | |
| 2025/12/31 | PROCTER AND GAMBLE CO | 0.09% | 389.645 K $ | 2719 | 2023/12/31 | -24.912 K $ | -6.74 % | |
| 2025/12/31 | NORFOLK SOUTHN CORP | 0.07% | 317.015 K $ | 1098 | 2022/03/31 | -12.438 K $ | -3.89 % | |
| 2025/12/31 | COCA COLA CO | 0.07% | 313.208 K $ | 4480 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | EXXON MOBIL CORP | 0.06% | 291.322 K $ | 2421 | 2024/12/31 | 17.631 K $ | 6.72 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 0.06% | 289.021 K $ | 3625 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | PHILIP MORRIS INTL INC | 0.06% | 273.803 K $ | 1707 | 2025/06/30 | -2.879 K $ | -1.11 % | |
| 2025/12/31 | MASTERCARD INCORPORATED | 0.06% | 267.743 K $ | 469 | 2025/06/30 | 974.000 $ | 0.36 % | |
| 2025/12/31 | ORACLE CORP | 0.06% | 248.900 K $ | 1277 | 2025/09/30 | -110.243 K $ | -30.70 % | |
| 2025/12/31 | NETFLIX INC | 0.06% | 248.370 K $ | 2649 | 2024/12/31 | -308.339 K $ | -92.18 % | |
| 2025/12/31 | FIDELITY ETHEREUM FD | 0.05% | 219.439 K $ | 7411 | 2025/09/30 | -59.508 K $ | -28.74 % | |
| 2025/12/31 | UNITEDHEALTH GROUP INC | 0.05% | 204.998 K $ | 621 | 2024/09/30 | -10.222 K $ | -4.40 % | |
| 2025/12/31 | WEYERHAEUSER CO MTN BE | 0.05% | 203.544 K $ | 8592 | 2020/12/31 | -9.261 K $ | -4.44 % | |
| 2025/12/31 | TECHNIPFMC PLC | 0.04% | 201.812 K $ | 4529 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | COST | COSTCO WHSL CORP NEW | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/12/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |