Wiser Wealth Management, Inc
CIK 1573263 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $522.7M
- Posisi
- 75
- Per tanggal
- 30 Juni 2026
#3.670 dari 9.443 berdasarkan nilai 13F · top 38.9%
Nilai portofolio QoQ: +12.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 85,02%
- Bobot 25 kepemilikan teratas
- 94,99%
- Posisi di atas 1%
- 12
- Jumlah posisi efektif
- 7,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,7% Perkiraan pembelian $49.253.651 · penjualan $3.436.050
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 93,8% masih dipegang
- Posisi baru
- 19
- Meningkat
- 42
- Menurun
- 14
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,4%
Retail
0,8%
Communication Services
0,7%
Healthcare
0,4%
Utilities
0,2%
Financial Services
0,2%
Industrials
0,2%
Consumer Discretionary
0,1%
Financials
0,1%
Consumer Staples
0,1%
Consumer products
0,1%
Energy
0,1%
Communications
0,1%
Real Estate
0,0%
Lainnya/Tidak terpetakan
94,4%
Portofolio lengkap 75 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $166.175.204 | 31,79% | 241.952 | $20.309.294 | Turun ×1 | ||
| JCPB | $61.725.264 | 11,81% | 1.314.982 | $1.210.800 | Naik ×6 | ||
| VEA | $44.906.045 | 8,59% | 630.260 | $5.284.759 | Naik ×6 | ||
| VGT | $36.416.288 | 6,97% | 304.688 | $9.371.391 | Naik ×2 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $25.703.397 | 4,92% | 510.292 | $893.228 | Naik ×6 | ||
| COWZ | $24.896.828 | 4,76% | 400.271 | $621.856 | Naik ×4 | ||
| BNDX Vanguard Total International Bond ETF | $24.046.916 | 4,60% | 496.529 | $-234.839 | Turun ×1 | ||
| VIOO | $21.059.551 | 4,03% | 153.116 | $3.334.024 | Turun ×1 | ||
| IVV | $20.011.523 | 3,83% | 26.722 | $2.368.707 | Turun ×1 | ||
| BSV | $19.507.286 | 3,73% | 250.382 | $416.968 | Naik ×6 | ||
| BND Vanguard Total Bond Market ETF | $12.441.667 | 2,38% | 169.482 | $1.515.898 | Naik ×1 | ||
| IAGG | $6.521.529 | 1,25% | 128.884 | $1.774.451 | Naik ×4 | ||
| AAPL Apple Inc. - Common Stock | $4.041.421 | 0,77% | 13.967 | $919.105 | Naik ×6 | ||
| IJR | $3.997.359 | 0,76% | 26.953 | $593.061 | Turun ×2 | ||
| BITB | $3.125.533 | 0,60% | 98.102 | $-464.852 | Naik ×6 | ||
| VV | $3.123.810 | 0,60% | 9.083 | $399.126 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.807.063 | 0,54% | 14.029 | $567.069 | Naik ×6 | ||
| SUB | $2.478.169 | 0,47% | 23.276 | $351.072 | Naik ×4 | ||
| VTI | $2.405.798 | 0,46% | 6.501 | $378.365 | Naik ×2 | ||
| IEFA | $2.196.884 | 0,42% | 22.747 | $-100.783 | Turun ×1 | ||
| SPY SPY | $2.010.625 | 0,38% | 2.692 | $495.752 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2.002.617 | 0,38% | 5.369 | $314.383 | Naik ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.910.216 | 0,37% | 5.345 | $454.556 | Naik ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.555.649 | 0,30% | 4.411 | $-35.717 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1.475.957 | 0,28% | 17.265 | $84.749 | Turun ×4 | ||
| FTEC | $1.454.459 | 0,28% | 5.093 | $416.914 | Naik ×1 | ||
| VIG | $1.427.528 | 0,27% | 6.033 | $92.651 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.426.703 | 0,27% | 5.986 | $264.765 | Naik ×6 | ||
| ETHW | $1.274.136 | 0,24% | 112.955 | $-351.792 | Naik ×6 | ||
| SO Southern Company (The) Common Stock | $1.272.580 | 0,24% | 13.296 | $691.066 | Naik ×4 | ||
| JNJ Johnson & Johnson Common Stock | $1.122.039 | 0,21% | 4.418 | $57.575 | Naik ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $987.061 | 0,19% | 2.613 | $255.379 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $848.769 | 0,16% | 2.402 | $214.779 | Naik ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $735.657 | 0,14% | 1.306 | $74.847 | Naik ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $693.728 | 0,13% | 601 | Naik ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $685.822 | 0,13% | 8.678 | $221.141 | Naik ×2 | ||
| MUB | $657.115 | 0,13% | 6.106 | $14.239 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $656.136 | 0,13% | 1.560 | $123.790 | Naik ×3 | ||
| FBTC | $642.201 | 0,12% | 12.580 | $308.004 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $629.701 | 0,12% | 525 | $185.452 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $629.456 | 0,12% | 1.923 | $148.504 | Naik ×1 | ||
| V Visa Inc. | $584.625 | 0,11% | 1.704 | $202.896 | Naik ×1 | ||
| BRKB | $571.946 | 0,11% | 1.143 | $44.347 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $568.792 | 0,11% | 5.022 | $-34.463 | Naik ×3 | ||
| VEU | $549.334 | 0,11% | 6.559 | $13.290 | Turun ×1 | ||
| SPTM | $525.129 | 0,10% | 5.784 | $42.942 | Turun ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $515.267 | 0,10% | 887 | Naik ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $436.632 | 0,08% | 5.373 | $31.350 | Naik ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $401.925 | 0,08% | 2.741 | $-19.103 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $393.258 | 0,08% | 2.876 | $-40.117 | Naik ×4 | ||
| AMAT Applied Materials, Inc. - Common Stock | $388.974 | 0,07% | 538 | Naik ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $342.274 | 0,07% | 1.088 | $24.852 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $342.094 | 0,07% | 2.450 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $329.907 | 0,06% | 448 | Naik ×1 | |||
| PM Philip Morris International Inc Common Stock | $307.547 | 0,06% | 1.700 | $49.286 | Naik ×1 | ||
| FTI TechnipFMC plc Ordinary Share | $303.124 | 0,06% | 4.572 | $-10.795 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $298.422 | 0,06% | 718 | ||||
| CAT Caterpillar, Inc. Common Stock | $280.069 | 0,05% | 263 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $275.796 | 0,05% | 2.348 | Naik ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $266.065 | 0,05% | 614 | Naik ×1 | |||
| GE GE Aerospace Common Stock | $260.116 | 0,05% | 696 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $251.641 | 0,05% | 269 | $6.519 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $251.640 | 0,05% | 1.000 | Naik ×1 | |||
| GVI | $249.323 | 0,05% | 2.350 | Naik ×1 | |||
| MA Mastercard Incorporated Common Stock | $244.474 | 0,05% | 476 | $18.628 | Naik ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $227.228 | 0,04% | 750 | Naik ×1 | |||
| KLAC KLA Corporation - Common Stock | $222.360 | 0,04% | 737 | Naik ×1 | |||
| ORCL Oracle Corporation Common Stock | $214.549 | 0,04% | 1.464 | ||||
| TXN Texas Instruments Incorporated - Common Stock | $210.735 | 0,04% | 707 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $209.630 | 0,04% | 2.936 | $-70.647 | Naik ×6 | ||
| FETH | $208.994 | 0,04% | 13.278 | ||||
| WY Weyerhaeuser Company Common Stock | $206.985 | 0,04% | 8.646 | $-4.090 | Naik ×4 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $205.737 | 0,04% | 1.358 | $5.154 | Naik ×1 | ||
| ITOT | $203.695 | 0,04% | 1.240 | Naik ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $202.274 | 0,04% | 200 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| JCPB | $61.725.264 | 11,81% | naik ×6 |
| VEA | $44.906.045 | 8,59% | naik ×6 |
| SLQD | $25.703.397 | 4,92% | naik ×6 |
| COWZ | $24.896.828 | 4,76% | naik ×4 |
| BSV | $19.507.286 | 3,73% | naik ×6 |
| IAGG | $6.521.529 | 1,25% | naik ×4 |
| AAPL | $4.041.421 | 0,77% | naik ×6 |
| BITB | $3.125.533 | 0,60% | naik ×6 |
| NVDA | $2.807.063 | 0,54% | naik ×6 |
| SUB | $2.478.169 | 0,47% | naik ×4 |
| MSFT | $2.002.617 | 0,38% | naik ×6 |
| GOOGL | $1.910.216 | 0,37% | naik ×4 |
| AMZN | $1.426.703 | 0,27% | naik ×6 |
| ETHW | $1.274.136 | 0,24% | naik ×6 |
| SO | $1.272.580 | 0,24% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| MU | $693.728 | 601 | 0,13% |
| AMD | $515.267 | 887 | 0,10% |
| AMAT | $388.974 | 538 | 0,07% |
| INTC | $342.094 | 2.450 | 0,07% |
| QQQ | $329.907 | 448 | 0,06% |
| UNH | $298.422 | 718 | 0,06% |
| CAT | $280.069 | 263 | 0,05% |
| CSCO | $275.796 | 2.348 | 0,05% |
| LRCX | $266.065 | 614 | 0,05% |
| GE | $260.116 | 696 | 0,05% |
| ABBV | $251.640 | 1.000 | 0,05% |
| GVI | $249.323 | 2.350 | 0,05% |
| QQQM | $227.228 | 750 | 0,04% |
| KLAC | $222.360 | 737 | 0,04% |
| ORCL | $214.549 | 1.464 | 0,04% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Dipangkas | -2K | +$20.3M |
| VGT | Beli lebih banyak | +266K | +$9.4M |
| VEA | Beli lebih banyak | +12K | +$5.3M |
| VIOO | Dipangkas | -1K | +$3.3M |
| IVV | Dipangkas | -287 | +$2.4M |
| IAGG | Beli lebih banyak | +34K | +$1.8M |
| BND | Beli lebih banyak | +21K | +$1.5M |
| JCPB | Beli lebih banyak | +30K | +$1.2M |
| AAPL | Beli lebih banyak | +2K | +$919K |
| SLQD | Beli lebih banyak | +19K | +$893K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| AGG | 30 Juni 2025 | 3.697 | $365.718 | Tidak lagi dilacak |
| ORCL | 31 Maret 2026 | 1.277 | $248.900 | -3,1% |
| UNH | 30 Juni 2025 | 469 | $245.639 | 25,8% |
| ADP | 31 Des. 2025 | 812 | $238.266 | 8,6% |
| T | 30 Juni 2026 | 8.139 | $235.950 | 22,0% |
| FETH | 31 Maret 2026 | 7.411 | $219.439 | Tidak lagi dilacak |
| VUG | 30 Juni 2026 | 480 | $209.659 | Tidak lagi dilacak |
| COST | 31 Des. 2025 | 226 | $209.192 | 8,7% |
| UNH | 31 Maret 2026 | 621 | $204.998 | 45,0% |
| LOW | 30 Juni 2025 | 871 | $203.244 | -1,4% |