Wiser-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AVGO",
  "LOW",
  "BITB",
  "HD",
  "ETHW",
  "META",
  null,
  "MSFT",
  "IJR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "PG",
  null,
  null,
  "IEFA",
  "VV",
  "VIG",
  "WY",
  "AMZN",
  null,
  "VGT",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "BSV",
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "NSC",
  "SO",
  null,
  "ADP",
  "BRK-B",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 49
Total Value: 356431614
Accession Number: 0001573263-25-000004
Form Type: 13F-HR
CIK: wiser-wealth-management
Manager Name: Wiser-Wealth-Management

Data Enrichment

82% identified

40 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $356.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:5.3K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$356.4M)

921908844

VIG|921908844

Shares:7.1K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.4M)

SOUTHERN CO

SO|842587107

Shares:13.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.4M)

MICROSOFT CORP

MSFT|594918104

Shares:3.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.0K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$356.4M)

NVIDIA CORP

NVDA|67066G104

Shares:9.5K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$356.4M)

AMAZON COM INC

AMZN|023135106

Shares:3.9K

Value:$739.9K

% of Portfolio:0.2% ($739.9K/$356.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.6K

Value:$563.9K

% of Portfolio:0.2% ($563.9K/$356.4M)

78464A805

Shares:8.0K

Value:$546.6K

% of Portfolio:0.2% ($546.6K/$356.4M)

Meta Platforms, Inc.

META|30303M102

Shares:835

Value:$481.3K

% of Portfolio:0.1% ($481.3K/$356.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.7K

Value:$454.2K

% of Portfolio:0.1% ($454.2K/$356.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:820

Value:$436.7K

% of Portfolio:0.1% ($436.7K/$356.4M)

Bitwise Ethereum ETF

ETHW|091955104

Shares:32.9K

Value:$432.2K

% of Portfolio:0.1% ($432.2K/$356.4M)

464287226

Shares:3.7K

Value:$365.7K

% of Portfolio:0.1% ($365.7K/$356.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$327.3K

% of Portfolio:0.1% ($327.3K/$356.4M)

316092808

Shares:1.9K

Value:$299.5K

% of Portfolio:0.1% ($299.5K/$356.4M)

Tesla, Inc.

TSLA|88160R101

Shares:1.1K

Value:$293.6K

% of Portfolio:0.1% ($293.6K/$356.4M)

Walmart Inc.

WMT|931142103

Shares:3.3K

Value:$292.4K

% of Portfolio:0.1% ($292.4K/$356.4M)

Broadcom Inc.

AVGO|11135F101

Shares:1.7K

Value:$287.8K

% of Portfolio:0.1% ($287.8K/$356.4M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:942

Value:$287.8K

% of Portfolio:0.1% ($287.8K/$356.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	5.3K	QoQ -39.07% (-3.4K) YoY -1.72% (-93)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$356.4M)	QoQ -42.21% (-$1.1M) YoY +3.93% (-$55.1K)
(VIGcusip921908844)	7.1K	QoQ +83.41% (+3.2K) YoY +430.27% (+5.7K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.4M)	QoQ +81.69% (+$615.6K) YoY +463.37% (+$1.1M)
SOUTHERN CO(SOcusip842587107)	13.2K	QoQ -0.32% (-43) YoY NEW(+13.2K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.4M)	QoQ +11.33% (-$123.8K) YoY NEW(+$1.2M)
MICROSOFT CORP(MSFTcusip594918104)	3.2K	QoQ +3.37% (-104) YoY +87.64% (+1.5K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.4M)	QoQ -7.94% (-$103.3K) YoY +67.45% (+$482.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.0K	QoQ +35.84% (+519) YoY +45.70% (+617)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$356.4M)	QoQ +29.67% (+$251.8K) YoY +55.86% (+$394.4K)
NVIDIA CORP(NVDAcusip67066G104)	9.5K	QoQ +4.92% (-446) YoY NEW(+9.5K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$356.4M)	QoQ -15.31% (-$186.2K) YoY NEW(+$1.0M)
AMAZON COM INC(AMZNcusip023135106)	3.9K	QoQ +4.43% (-165) YoY +192.62% (+2.6K)	All Managers (Combined)	$739.9K	0.2% ($739.9K/$356.4M)	QoQ -9.43% (-$77.1K) YoY +208.65% (+$500.2K)
Alphabet Inc.(GOOGLcusip02079K305)	3.6K	QoQ +2.93% (-104) YoY +134.08% (+2.1K)	All Managers (Combined)	$563.9K	0.2% ($563.9K/$356.4M)	QoQ -15.93% (-$106.9K) YoY +139.80% (+$328.8K)
(cusip78464A805)✕	8.0K	QoQ -16.96% (-1.6K) YoY -22.08% (-2.3K)	All Managers (Combined)	$546.6K	0.2% ($546.6K/$356.4M)	QoQ -20.94% (-$144.8K) YoY -17.39% (-$115.1K)
Meta Platforms, Inc.(METAcusip30303M102)	835	QoQ +9.15% (+70) YoY NEW(+835)	All Managers (Combined)	$481.3K	0.1% ($481.3K/$356.4M)	QoQ +7.44% (+$33.3K) YoY NEW(+$481.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.7K	QoQ -0.37% (-10) YoY +41.22% (+778)	All Managers (Combined)	$454.2K	0.1% ($454.2K/$356.4M)	QoQ +1.27% (-$5.7K) YoY +48.34% (+$148.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	820	QoQ +10.66% (+79) YoY NEW(+820)	All Managers (Combined)	$436.7K	0.1% ($436.7K/$356.4M)	QoQ +30.02% (+$100.8K) YoY NEW(+$436.7K)
Bitwise Ethereum ETF(ETHWcusip091955104)	32.9K	QoQ +39.61% (-9.3K) YoY NEW(+32.9K)	All Managers (Combined)	$432.2K	0.1% ($432.2K/$356.4M)	QoQ -23.58% (-$133.4K) YoY NEW(+$432.2K)
(cusip464287226)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$365.7K	0.1% ($365.7K/$356.4M)	QoQ NEW(+$365.7K) YoY NEW(+$365.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ +4.46% (+57) YoY NEW(+1.3K)	All Managers (Combined)	$327.3K	0.1% ($327.3K/$356.4M)	QoQ +6.89% (+$21.1K) YoY NEW(+$327.3K)
(cusip316092808)✕	1.9K	QoQ -24.48% (-602) YoY NEW(+1.9K)	All Managers (Combined)	$299.5K	0.1% ($299.5K/$356.4M)	QoQ -34.12% (-$155.1K) YoY NEW(+$299.5K)
Tesla, Inc.(TSLAcusip88160R101)	1.1K	QoQ +1.70% (-19) YoY NEW(+1.1K)	All Managers (Combined)	$293.6K	0.1% ($293.6K/$356.4M)	QoQ -34.73% (-$156.3K) YoY NEW(+$293.6K)
Walmart Inc.(WMTcusip931142103)	3.3K	QoQ +0.63% (-21) YoY NEW(+3.3K)	All Managers (Combined)	$292.4K	0.1% ($292.4K/$356.4M)	QoQ -2.21% (-$6.6K) YoY NEW(+$292.4K)
Broadcom Inc.(AVGOcusip11135F101)	1.7K	QoQ +7.57% (-121) YoY NEW(+1.7K)	All Managers (Combined)	$287.8K	0.1% ($287.8K/$356.4M)	QoQ -22.31% (-$82.7K) YoY NEW(+$287.8K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	942	QoQ +0.42% (+4) YoY NEW(+942)	All Managers (Combined)	$287.8K	0.1% ($287.8K/$356.4M)	QoQ +4.81% (+$13.2K) YoY NEW(+$287.8K)