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Casey Smith

@Wiser Wealth Management, Inc

Latest period2024 - Q4ReportedManaged Assets$356.259MTotal holdings48
Assets growth rate2.12%Assets growth rate (2-Q avg)5.07%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wiser Wealth Management, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Wiser Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 356.259M in assets, with a quarterly growth rate of 2.12% and a 2-quarter average growth rate of 5.07%. The portfolio is managed by Casey Smith, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 0.3%
33.36%
$118.825M
220,533 shares@ $538.81 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Decreased -4.23%
11.53%
$41.074M
891,562 shares@ $46.08 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 7.4%
7.23%
$25.734M
538,150 shares@ $47.83 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -4.24%
6.26%
$22.278M
394,432 shares@ $56.48 avg price
VGTVanguard World Fd
Recent Activity
Increased 3.73%
6.1%
$21.721M
34,932 shares@ $621.8 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 9.26%
5.27%
$18.746M
382,185 shares@ $49.06 avg price
SLQDIshares Tr
Recent Activity
Increased 4.23%
5.19%
$18.49M
371,727 shares@ $49.74 avg price
IVVIshares Tr
Recent Activity
Increased 0.01%
4.75%
$16.901M
28,710 shares@ $588.69 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 4.24%
4.13%
$14.682M
190,009 shares@ $77.27 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
Increased 1%
3.66%
$13.006M
122,650 shares@ $106.04 avg price