Universe · entity
Wiser Wealth Management, Inc
Institutional manager (13F) · CIK 1573263
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $462M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $146M | 244,107 |
| 2 | J P MORGAN EXCHANGE TRADED F | $61M | 1,285,354 |
| 3 | VANGUARD TAX-MANAGED FDS | $40M | 618,310 |
| 4 | VANGUARD WORLD FD | $27M | 38,762 |
| 5 | ISHARES TR | $25M | 491,388 |
| 6 | VANGUARD CHARLOTTE FDS | $24M | 505,344 |
| 7 | PACER FDS TR | $24M | 388,027 |
| 8 | VANGUARD BD INDEX FDS | $19M | 243,468 |
| 9 | VANGUARD ADMIRAL FDS INC | $18M | 154,363 |
| 10 | ISHARES TR | $18M | 27,009 |
| 11 | VANGUARD BD INDEX FDS | $11M | 148,367 |
| 12 | ISHARES TR | $5M | 94,866 |
| 13 | BITWISE BITCOIN ETF TR | $4M | 97,538 |
| 14 | ISHARES TR | $3M | 27,386 |
| 15 | APPLE INC | $3M | 12,303 |
| 16 | VANGUARD INDEX FDS | $3M | 9,117 |
| 17 | ISHARES TR | $2M | 25,380 |
| 18 | NVIDIA CORPORATION | $2M | 12,844 |
| 19 | ISHARES TR | $2M | 19,973 |
| 20 | VANGUARD INDEX FDS | $2M | 6,320 |
| 21 | MICROSOFT CORP | $2M | 4,561 |
| 22 | BITWISE ETHEREUM ETF | $2M | 108,395 |
| 23 | HOME DEPOT INC | $2M | 4,839 |
| 24 | STATE STR SPDR S&P 500 ETF T | $2M | 2,329 |
| 25 | ALPHABET INC | $1M | 5,062 |
| 26 | VANGUARD STAR FDS | $1M | 18,042 |
| 27 | VANGUARD SPECIALIZED FUNDS | $1M | 6,207 |
| 28 | AMAZON COM INC | $1M | 5,579 |
| 29 | JOHNSON & JOHNSON | $1M | 4,355 |
| 30 | FIDELITY COVINGTON TRUST | $1M | 4,987 |
| 31 | BROADCOM INC | $732k | 2,364 |
| 32 | META PLATFORMS INC | $661k | 1,155 |
| 33 | ISHARES TR | $643k | 6,056 |
| 34 | ALPHABET INC | $634k | 2,210 |
| 35 | WALMART INC | $603k | 4,854 |
| 36 | SOUTHERN CO | $582k | 6,025 |
| 37 | VANGUARD INTL EQUITY INDEX F | $536k | 7,138 |
| 38 | TESLA INC | $532k | 1,432 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $528k | 1,101 |
| 40 | SPDR SERIES TRUST | $482k | 6,099 |
| 41 | JPMORGAN CHASE & CO | $481k | 1,635 |
| 42 | VANGUARD SCOTTSDALE FDS | $465k | 5,862 |
| 43 | ELI LILLY & CO | $444k | 483 |
| 44 | EXXON MOBIL CORP | $433k | 2,554 |
| 45 | PROCTER & GAMBLE CO | $421k | 2,915 |
| 46 | COCA COLA CO | $405k | 5,329 |
| 47 | VISA INC | $382k | 1,263 |
| 48 | FIDELITY WISE ORIGIN BITCOIN | $334k | 5,661 |
| 49 | NORFOLK SOUTHN CORP | $317k | 1,106 |
| 50 | TECHNIPFMC PLC | $314k | 4,541 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.