Loading…
CIK 0001573263 • 7 13F filings • Apr 14, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("wiser-wealth-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $630K | 0.2%Prev: 0.3% | 3,573 SH | Decreased-1,489 SH |
| ALPHABET INC | CAP STK CL C | $300K | 0.1%Prev: 0.1% | 1,692 SH | Decreased-518 SH |
| AMAZON COM INC | COM | $893K | 0.2%Prev: 0.3% | 4,070 SH | Decreased-1,509 SH |
| APPLE INC | COM | $2.3M | 0.6%Prev: 0.7% | 11,282 SH | Decreased-1,021 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $305K | 0.1% | 989 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $419K | 0.1%Prev: 0.1% | 863 SH | Decreased-238 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $2.5M | 0.6%Prev: 0.8% | 42,101 SH | Decreased-55,437 SH |
| BITWISE ETHEREUM ETF | SHS | $850K | 0.2%Prev: 0.4% | 47,062 SH | Decreased-61,333 SH |
| BROADCOM INC | COM | $534K | 0.1%Prev: 0.2% | 1,937 SH | Decreased-427 SH |
| COSTCO WHSL CORP NEW | COM | $207K | 0.1% | 209 SH | New |
| ELI LILLY & CO | COM | $243K | 0.1%Prev: 0.1% | 312 SH | Decreased-171 SH |
| EXXON MOBIL CORP | COM | $206K | 0.1%Prev: 0.1% | 1,911 SH | Decreased-643 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $427K | 0.1%Prev: 0.2% | 2,165 SH | Decreased-2,822 SH |
| HOME DEPOT INC | COM | $1.7M | 0.4%Prev: 0.3% | 4,616 SH | Increased-223 SH |
| ISHARES TR | 0-5YR INVT GR CP | $20.3M | 5.1%Prev: 5.4% | 402,027 SH | Decreased-89,361 SH |
| ISHARES TR | CORE INTL AGGR | $4.0M | 1.0%Prev: 1.0% | 77,610 SH | Decreased-17,256 SH |
| ISHARES TR | CORE MSCI EAFE | $2.1M | 0.5%Prev: 0.5% | 24,774 SH | Decreased-606 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.0M | 0.8%Prev: 0.7% | 27,778 SH | Decreased+392 SH |
| ISHARES TR | CORE S&P500 ETF | $19.1M | 4.8%Prev: 3.8% | 30,684 SH | Increased+3,675 SH |
| ISHARES TR | NATIONAL MUN ETF | $565K | 0.1%Prev: 0.1% | 5,407 SH | Decreased-649 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.6M | 0.4%Prev: 0.5% | 15,476 SH | Decreased-4,497 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $46.4M | 11.6%Prev: 13.0% | 985,192 SH | Decreased-300,162 SH |
| JPMORGAN CHASE & CO. | COM | $438K | 0.1% | 1,511 SH | New |
| MASTERCARD INCORPORATED | CL A | $207K | 0.1%Prev: 0.0% | 368 SH | Decreased-84 SH |
| META PLATFORMS INC | CL A | $685K | 0.2%Prev: 0.1% | 928 SH | Increased-227 SH |
| MICROSOFT CORP | COM | $1.8M | 0.4%Prev: 0.4% | 3,560 SH | Increased-1,001 SH |
| NETFLIX INC | COM | $356K | 0.1% | 266 SH | New |
| NORFOLK SOUTHN CORP | COM | $280K | 0.1%Prev: 0.1% | 1,092 SH | Decreased-14 SH |
| NVIDIA CORPORATION | COM | $1.7M | 0.4%Prev: 0.5% | 10,751 SH | Decreased-2,093 SH |
| PACER FDS TR | US CASH COWS 100 | $19.6M | 4.9%Prev: 5.2% | 356,450 SH | Decreased-31,577 SH |
| PHILIP MORRIS INTL INC | COM | $284K | 0.1%Prev: 0.1% | 1,560 SH | Increased-2 SH |
| PROCTER AND GAMBLE CO | COM | $399K | 0.1% | 2,504 SH | New |
| SOUTHERN CO | COM | $540K | 0.1%Prev: 0.1% | 5,876 SH | Decreased-149 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.3M | 0.3% | 2,050 SH | New |
| SPDR SER TR | PORTFOLI S&P1500 | $558K | 0.1% | 7,457 SH | New |
| TESLA INC | COM | $406K | 0.1%Prev: 0.1% | 1,278 SH | Decreased-154 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $14.3M | 3.6%Prev: 3.8% | 141,586 SH | Decreased-12,777 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $15.9M | 4.0%Prev: 4.1% | 201,675 SH | Decreased-41,793 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $10.9M | 2.7%Prev: 2.4% | 148,013 SH | Decreased-354 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $19.7M | 4.9%Prev: 5.2% | 398,643 SH | Decreased-106,701 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.6M | 0.7%Prev: 0.6% | 9,275 SH | Decreased+158 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $132.0M | 33.1%Prev: 31.5% | 232,397 SH | Decreased-11,710 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.3%Prev: 0.4% | 4,266 SH | Decreased-2,054 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.3%Prev: 0.3% | 5,520 SH | Decreased-687 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.4M | 0.6%Prev: 0.3% | 35,153 SH | Increased+17,111 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $33.4M | 8.4%Prev: 8.5% | 585,007 SH | Decreased-33,303 SH |
| VANGUARD WORLD FD | INF TECH ETF | $27.5M | 6.9%Prev: 5.8% | 41,451 SH | Increased+2,689 SH |
| VISA INC | COM CL A | $321K | 0.1%Prev: 0.1% | 903 SH | Decreased-360 SH |
| WALMART INC | COM | $573K | 0.1%Prev: 0.1% | 5,864 SH | Decreased+1,010 SH |
| WEYERHAEUSER CO MTN BE | COM NEW | $213K | 0.1% | 8,283 SH | New |
| 13F-HR |
| 0001573263-25-000007 |
| $437.4M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001573263-26-000004 | $522.7M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001573263-25-000005 | $399.3M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001573263-26-000003 | $463.7M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001573263-25-000004 | $356.4M | View |