Long-term investor
Wiser Wealth Management, Inc. @wiserwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001573263).
Record
- Tracked since 2025-06-30 (445 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +13.0% · all +13.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 31.8% · long · since 2025-06-30
- JCPB · 11.8% · long · since 2025-06-30
- VEA · 8.6% · long · since 2025-06-30
- VGT · 7.0% · long · since 2025-06-30
- SLQD · 4.9% · long · since 2025-06-30
- COWZ · 4.8% · long · since 2025-06-30
- BNDX · 4.6% · long · since 2025-06-30
- VIOO · 4.0% · long · since 2025-06-30
- IVV · 3.8% · long · since 2025-06-30
- BSV · 3.7% · long · since 2025-06-30
- BND · 2.4% · long · since 2025-06-30
- IAGG · 1.2% · long · since 2025-06-30