Portfolio (Quarterly)
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Wiser Wealth Management, Inc
· CIK 0001573263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,635.0 | $481K | 0.10% | -108.0 | -6.2% | $294.16 | +1.7% |
| 42 | VCSH | VANGUARD SCOTTSDALE FDS | — | 5,862.0 | $465K | 0.10% | +2K | +61.7% | $79.27 | -0.3% |
| 43 | LLY | ELI LILLY & CO | Healthcare | 483.0 | $444K | 0.10% | +30.0 | +6.6% | $919.77 | +17.7% |
| 44 | XOM | EXXON MOBIL CORP | Energy | 2,554.0 | $433K | 0.09% | +133.0 | +5.5% | $169.68 | -11.7% |
| 45 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,915.0 | $421K | 0.09% | +196.0 | +7.2% | $144.43 | +2.1% |
| 46 | KO | COCA COLA CO | Consumer Defensive | 5,329.0 | $405K | 0.09% | +849.0 | +18.9% | $76.05 | +7.3% |
| 47 | V | VISA INC | Financial Services | 1,263.0 | $382K | 0.08% | — | — | $302.24 | +8.4% |
| 48 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 5,661.0 | $334K | 0.07% | NEW | — | $59.03 | +10.5% |
| 49 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,106.0 | $317K | 0.07% | +8.0 | +0.7% | $287.00 | +13.5% |
| 50 | — | TECHNIPFMC PLC | — | 4,541.0 | $314K | 0.07% | — | — | $69.13 | — |
| 51 | NFLX | NETFLIX INC. | Communication Services | 2,915.0 | $280K | 0.06% | +266.0 | +10.0% | $96.15 | -9.2% |
| 52 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,562.0 | $258K | 0.06% | -145.0 | -8.5% | $165.34 | +10.1% |
| 53 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 246.0 | $245K | 0.05% | NEW | — | $996.43 | +0.7% |
| 54 | T | AT&T INC | Communication Services | 8,139.0 | $236K | 0.05% | NEW | — | $28.99 | -14.1% |
| 55 | MA | MASTERCARD INCORPORATED | Financial Services | 452.0 | $226K | 0.05% | -17.0 | -3.6% | $499.66 | -0.9% |
| 56 | WY | WEYERHAEUSER CO | Real Estate | 8,640.0 | $211K | 0.05% | +48.0 | +0.6% | $24.43 | -2.5% |
| 57 | VUG | VANGUARD INDEX FDS | — | 480.0 | $210K | 0.04% | NEW | — | $436.79 | -79.8% |
| 58 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,256.0 | $201K | 0.04% | NEW | — | $159.70 | -1.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
29.5%
Technology
28.1%
Consumer Cyclical
12.6%
Communication Services
11.8%
Consumer Defensive
7.0%
Healthcare
5.5%
Utilities
2.1%
Energy
1.6%
Industrials
1.1%
Real Estate
0.8%