Notify me when Wiser Wealth Management, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 55 | $449,747,846 | +$10,281,149 | -$2,896,210 | +$7,384,939 | VOO, JCPB, VEA, VGT, SLQD | 13F-HR | 12 Jan 2026, 11:45 |
| Q3 2025 | 54 | $437,359,672 | +$20,940,387 | -$6,321,413 | +$14,618,974 | VOO, JCPB, VEA, VGT, SLQD | 13F-HR | 06 Oct 2025, 18:18 |
| Q2 2025 | 50 | $399,349,997 | +$20,674,605 | -$3,979,298 | +$16,695,307 | VOO, JCPB, VEA, VGT, SLQD | 13F-HR | 18 Jul 2025, 16:36 |
| Q1 2025 | 49 | $356,431,614 | +$12,335,777 | -$2,448,340 | +$9,887,437 | VOO, JCPB, VEA, COWZ, SLQD | 13F-HR | 14 Apr 2025, 15:03 |
| Q4 2024 | 48 | $356,259,497 | +$15,006,989 | -$5,575,801 | +$9,431,188 | VOO, JCPB, VEA, COWZ, VGT | 13F-HR | 14 Jan 2025, 12:12 |
| Q3 2024 | 49 | $348,881,444 | +$12,452,089 | -$2,820,521 | +$9,631,568 | VOO, JCPB, VEA, COWZ, VGT | 13F-HR | 03 Oct 2024, 15:18 |
| Q2 2024 | 35 | $322,995,647 | +$18,970,447 | -$4,593,001 | +$14,377,446 | VOO, JCPB, VEA, COWZ, VGT | 13F-HR | 22 Jul 2024, 12:20 |
| Q1 2024 | 31 | $304,805,952 | +$50,209,646 | -$39,803,279 | +$10,406,367 | VOO, JCPB, COWZ, VEA, BNDX | 13F-HR | 19 Apr 2024, 14:37 |
| Q4 2023 | 33 | $274,379,676 | +$37,270,515 | -$24,605,811 | +$12,664,704 | VOO, BSV, COWZ, VEA, BNDX | 13F-HR | 05 Jan 2024, 16:38 |
| Q3 2023 | 36 | $245,964,887 | +$8,796,111 | -$4,472,483 | +$4,323,628 | VOO, BSV, COWZ, VEA, BNDX | 13F-HR | 19 Oct 2023, 17:19 |
| Q2 2023 | 35 | $249,051,192 | +$6,494,418 | -$311,514 | +$6,182,904 | VOO, BSV, VEA, COWZ, BNDX | 13F-HR | 01 Aug 2023, 18:27 |
| Q1 2023 | 33 | $234,070,969 | +$31,689,914 | -$17,854,942 | +$13,834,972 | VOO, BSV, VEA, COWZ, BNDX | 13F-HR | 05 May 2023, 15:53 |
| Q4 2022 | 36 | $216,408,600 | +$15,997,359 | -$1,139,265 | +$14,858,094 | VOO, BSV, COWZ, VEA, BNDX | 13F-HR | 03 Feb 2023, 18:50 |
| Q3 2022 | 34 | $191,343,000 | +$17,723,323 | -$9,186,048 | +$8,537,275 | VOO, BSV, BNDX, COWZ, VEA | 13F-HR | 11 Oct 2022, 14:01 |
| Q2 2022 | 36 | $192,996,000 | +$88,099,024 | -$83,075,096 | +$5,023,928 | VOO, BSV, COWZ, STIP, VEA | 13F-HR | 14 Jul 2022, 17:29 |
| Q1 2022 | 28 | $211,036,000 | +$18,001,340 | -$1,145,148 | +$16,856,192 | IVV, BSV, VEA, QUAL, IJR | 13F-HR | 11 May 2022, 17:08 |
| Q4 2021 | 30 | $204,727,000 | +$23,413,778 | -$14,760,557 | +$8,653,221 | IVV, BSV, VEA, QUAL, IJR | 13F-HR | 27 Jan 2022, 14:05 |
| Q3 2021 | 29 | $187,609,000 | +$25,368,722 | -$713,649 | +$24,655,073 | IVV, BSV, VEA, QUAL, BNDX | 13F-HR | 13 Oct 2021, 12:01 |
| Q2 2021 | 28 | $164,246,000 | +$12,630,763 | -$678,837 | +$11,951,926 | IVV, BSV, VEA, QUAL, BNDX | 13F-HR | 04 Aug 2021, 13:10 |
| Q1 2021 | 29 | $145,581,000 | +$13,271,723 | -$5,041,102 | +$8,230,621 | IVV, BSV, VEA, QUAL, BNDX | 13F-HR | 14 Apr 2021, 13:40 |
| Q4 2020 | 27 | $133,399,000 | $0 | $0 | $0 | IVV, VEA, BSV, QUAL, IJR | 13F-HR | 09 Feb 2021, 13:33 |