Wiser Wealth Management, Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 3, 2024
Value $
$349M
Signature - Title
Casey Smith - President, Chief Compliance Officer
Location
Marietta, GA
Summary
This page shows a list of all the recent 13F filings made by Wiser Wealth Management, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wiser Wealth Management, Inc reported 49 stock holdings with total value $349M as of Q3 2024. Top holdings included VOO, JCPB, VEA, COWZ, and VGT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 49 $349M +$12.5M -$2.82M +$9.63M VOO, JCPB, VEA, COWZ, VGT 13F-HR 10/3/2024, 03:18 PM
Q2 2024 35 $323M +$19M -$4.59M +$14.4M VOO, JCPB, VEA, COWZ, VGT 13F-HR 7/22/2024, 12:20 PM
Q1 2024 31 $305M +$50.2M -$39.8M +$10.4M VOO, JCPB, COWZ, VEA, BNDX 13F-HR 4/19/2024, 02:37 PM
Q4 2023 33 $274M +$37.3M -$24.6M +$12.7M VOO, BSV, COWZ, VEA, BNDX 13F-HR 1/5/2024, 04:38 PM
Q3 2023 36 $246M +$8.8M -$4.47M +$4.32M VOO, BSV, COWZ, VEA, BNDX 13F-HR 10/19/2023, 05:19 PM
Q2 2023 35 $249M +$6.49M -$312K +$6.18M VOO, BSV, VEA, COWZ, BNDX 13F-HR 8/1/2023, 06:27 PM
Q1 2023 33 $234M +$31.7M -$17.9M +$13.8M VOO, BSV, VEA, COWZ, BNDX 13F-HR 5/5/2023, 03:53 PM
Q4 2022 36 $216M +$16M -$1.14M +$14.9M VOO, BSV, COWZ, VEA, BNDX 13F-HR 2/3/2023, 06:50 PM
Q3 2022 34 $191M +$17.7M -$9.19M +$8.54M VOO, BSV, BNDX, COWZ, VEA 13F-HR 10/11/2022, 02:01 PM
Q2 2022 36 $193M +$88.1M -$83.1M +$5.02M VOO, BSV, COWZ, STIP, VEA 13F-HR 7/14/2022, 05:29 PM
Q1 2022 28 $211M +$18M -$1.15M +$16.9M IVV, BSV, VEA, QUAL, IJR 13F-HR 5/11/2022, 05:08 PM
Q4 2021 30 $205M +$23.4M -$14.8M +$8.65M IVV, BSV, VEA, QUAL, IJR 13F-HR 1/27/2022, 02:05 PM
Q3 2021 29 $188M +$25.4M -$714K +$24.7M IVV, BSV, VEA, QUAL, BNDX 13F-HR 10/13/2021, 12:01 PM
Q2 2021 28 $164M +$12.6M -$679K +$12M IVV, BSV, VEA, QUAL, BNDX 13F-HR 8/4/2021, 01:10 PM
Q1 2021 29 $146M +$13.3M -$5.04M +$8.23M IVV, BSV, VEA, QUAL, BNDX 13F-HR 4/14/2021, 01:40 PM
Q4 2020 27 $133M $0 $0 IVV, VEA, BSV, QUAL, IJR 13F-HR 2/9/2021, 01:33 PM