☆Wiser Wealth Management, Inc
Quality Q
0.874
AUM ($M)
523
Positions
75
Turnover
0.04
Top-10 wt
85%
Herfindahl
0.140
History (qtrs)
6
Excess Return
—
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Holdings · 77 positions · portfolio value $523M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 31.8% | +0.3% | 166.2 | 241,952 | -2,155 | 5 | — |
| ☆JCPB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 11.8% | -1.2% | 61.7 | 1,314,982 | +29,628 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 8.6% | +0.0% | 44.9 | 630,260 | +11,950 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 7.0% | +1.1% | 36.4 | 304,688 | +265,926 | 5 | — |
| ☆SLQD funds › | ISHARES TR | ADD | — | 4.9% | -0.4% | 25.7 | 510,292 | +18,904 | 5 | — |
| ☆COWZ funds › | PACER FDS TR | ADD | — | 4.8% | -0.5% | 24.9 | 400,271 | +12,244 | 5 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | TRIM | — | 4.6% | -0.6% | 24.0 | 496,529 | -8,815 | 5 | — |
| ☆VIOO funds › | VANGUARD ADMIRAL FDS INC | TRIM | — | 4.0% | +0.2% | 21.1 | 153,116 | -1,247 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 3.8% | +0.0% | 20.0 | 26,722 | -287 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 3.7% | -0.4% | 19.5 | 250,382 | +6,914 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 2.4% | +0.0% | 12.4 | 169,482 | +21,115 | 5 | — |
| ☆IAGG funds › | ISHARES TR | ADD | — | 1.2% | +0.2% | 6.5 | 128,884 | +34,018 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.8% | +0.1% | 4.0 | 13,967 | +1,664 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.8% | +0.0% | 4.0 | 26,953 | -433 | 5 | — |
| ☆BITB funds › | BITWISE BITCOIN ETF TR | ADD | — | 0.6% | -0.2% | 3.1 | 98,102 | +564 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | +0.0% | 3.1 | 9,083 | -34 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.5% | +0.1% | 2.8 | 14,029 | +1,185 | 5 | — |
| ☆SUB funds › | ISHARES TR | ADD | — | 0.5% | +0.0% | 2.5 | 23,276 | +3,303 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | +0.0% | 2.4 | 6,501 | +181 | 5 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 2.2 | 22,747 | -2,633 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.4% | +0.1% | 2.0 | 2,692 | +363 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.4% | +0.0% | 2.0 | 5,369 | +808 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.4% | +0.1% | 1.9 | 5,345 | +283 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.3% | -0.0% | 1.6 | 4,411 | -428 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 0.3% | -0.0% | 1.5 | 17,265 | -777 | 5 | — |
| ☆FTEC funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.3% | +0.1% | 1.5 | 5,093 | +106 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 0.3% | -0.0% | 1.4 | 6,033 | -174 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.3% | +0.0% | 1.4 | 5,986 | +407 | 5 | — |
| ☆ETHW funds › | BITWISE ETHEREUM ETF | ADD | — | 0.2% | -0.1% | 1.3 | 112,955 | +4,560 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.2% | +0.1% | 1.3 | 13,296 | +7,271 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.2% | -0.0% | 1.1 | 4,418 | +63 | 4 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.2% | +0.0% | 1.0 | 2,613 | +249 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 0.8 | 2,402 | +192 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 0.7 | 1,306 | +151 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.7 | 601 | +601 | 1 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.1% | +0.0% | 0.7 | 8,678 | +2,816 | 3 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.7 | 6,106 | +50 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.1% | +0.0% | 0.7 | 1,560 | +128 | 5 | — |
| ☆FBTC funds › | FIDELITY WISE ORIGIN BITCOIN | ADD | — | 0.1% | +0.1% | 0.6 | 12,580 | +6,919 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.6 | 525 | +42 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.1% | +0.0% | 0.6 | 1,923 | +288 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 0.6 | 1,704 | +441 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.1% | -0.0% | 0.6 | 1,143 | +42 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.1% | -0.0% | 0.6 | 5,022 | +168 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.5 | 6,559 | -579 | 2 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.5 | 5,784 | -315 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.5 | 887 | +887 | 1 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.1% | -0.0% | 0.4 | 5,373 | +44 | 3 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.0% | 0.4 | 2,741 | -174 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | -0.0% | 0.4 | 2,876 | +322 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.4 | 538 | +538 | 1 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 1,088 | -18 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 2,450 | +2,450 | 1 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 0.1% | +0.1% | 0.3 | 448 | +448 | 1 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,700 | +138 | 5 | — |
| ☆FTI funds › | TECHNIPFMC PLC | ADD | — | 0.1% | -0.0% | 0.3 | 4,572 | +31 | 3 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.3 | 718 | +718 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.1% | +0.1% | 0.3 | 263 | +263 | 1 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.1% | +0.1% | 0.3 | 2,348 | +2,348 | 1 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.1% | +0.1% | 0.3 | 614 | +614 | 1 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.0% | +0.0% | 0.3 | 696 | +696 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.0% | -0.0% | 0.3 | 269 | +23 | 2 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.0% | +0.0% | 0.3 | 1,000 | +1,000 | 1 | — |
| ☆GVI funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 2,350 | +2,350 | 1 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.0% | -0.0% | 0.2 | 476 | +24 | 5 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.0% | +0.0% | 0.2 | 750 | +750 | 1 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.0% | +0.0% | 0.2 | 737 | +737 | 1 | — |
| ☆ORCL funds › | ORACLE CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,464 | +1,464 | 1 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.0% | +0.0% | 0.2 | 707 | +707 | 1 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.0% | -0.0% | 0.2 | 2,936 | +21 | 5 | — |
| ☆FETH funds › | FIDELITY ETHEREUM FD | NEW | — | 0.0% | +0.0% | 0.2 | 13,278 | +13,278 | 1 | — |
| ☆WY funds › | WEYERHAEUSER CO | ADD | — | 0.0% | -0.0% | 0.2 | 8,646 | +6 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 0.0% | -0.0% | 0.2 | 1,358 | +102 | 2 | — |
| ☆ITOT funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,240 | +1,240 | 1 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | NEW | — | 0.0% | +0.0% | 0.2 | 200 | +200 | 1 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,139 | 0 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -480 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 523 | 75 | 0.04 | 85% | 0.140 | 0.874 | — | in |
| 2026Q1 | 464 | 58 | 0.02 | 86% | 0.141 | 0.886 | — | in |
| 2025Q4 | 450 | 55 | 0.01 | 87% | 0.146 | 0.877 | — | in |
| 2025Q3 | 437 | 54 | 0.02 | 87% | 0.145 | 0.867 | — | in |
| 2025Q2 | 399 | 50 | 0.04 | 87% | 0.148 | 0.863 | — | entered |
| 2025Q1 | 356 | 49 | 0.00 | 87% | 0.142 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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