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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
JCPBJ P Morgan Exchange Traded F
Recent Activity
Decreased -4.23%
11.53%
$41.074M
891,562 shares@ $46.08 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -4.24%
6.26%
$22.278M
394,432 shares@ $56.48 avg price
VVVanguard Index Fds
Recent Activity
Decreased -0.04%
0.72%
$2.535M
9,398 shares@ $269.71 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.1%
0.71%
$2.522M
8,701 shares@ $289.8 avg price
IAGGIshares Tr
Recent Activity
Decreased -24.28%
0.64%
$2.262M
45,307 shares@ $49.93 avg price
SUBIshares Tr
Recent Activity
Decreased -2.92%
0.49%
$1.739M
16,490 shares@ $105.48 avg price
IEFAIshares Tr
Recent Activity
Decreased -23.08%
0.48%
$1.688M
24,021 shares@ $70.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.75%
0.24%
$848,520
1,448 shares@ $586.0 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -2.66%
0.2%
$691,371
9,679 shares@ $71.44 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -12.2%
0.13%
$448,447
2,675 shares@ $167.65 avg price