Wiser Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$13.4M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.97M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$2.43M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.15M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$964K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$12.4M |
| 2 |
BBSA
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
|
+$1.9M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$884K |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$736K |
| 5 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$615K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 0.55% |
| 2 | Technology | 0.35% |
| 3 | Real Estate | 0.11% |
| 4 | Industrials | 0.09% |
Similar funds
Wiser Wealth Management's Q1 2023 Portfolio in Review
As of Q1 2023, Wiser Wealth Management held 39 positions worth $234M, up 8.2% from $216M the previous quarter. Its ten largest holdings account for 84% of the portfolio.
Wiser Wealth Management deployed $7.34M of net new capital in Q1 2023, opening 3 new positions and adding to 21 existing holdings. Its largest new stake was iShares 0-5 Year Investment Grade Corporate Bond ETF: 279,042 shares worth $13.5M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 0.55% of assets, down from 0.91% a quarter earlier, followed by Technology and Real Estate.
On the sell side, the largest reduction was iShares Core S&P Small-Cap ETF, an estimated $219K trimmed.
- Wiser Wealth Management's largest Q1 2023 buy was iShares 0-5 Year Investment Grade Corporate Bond ETF: 279,042 shares worth $13.5M.
- Wiser Wealth Management added most to Vanguard Short-Term Bond ETF in Q1 2023, an estimated $2.97M increase.
- Wiser Wealth Management's biggest Q1 2023 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $219K.
- Wiser Wealth Management fully exited iShares 0-5 Year TIPS Bond ETF in Q1 2023, selling an estimated $12.4M.
- Wiser Wealth Management's ten largest holdings make up 84% of its $234M portfolio in Q1 2023.
- Wiser Wealth Management opened 3 new positions and closed 6 in Q1 2023.
- Wiser Wealth Management's portfolio value rose 8.2% quarter-over-quarter to $234M.
Based on Wiser Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.