Casey Smith

@Wiser Wealth Management, Inc

Latest period2024 - Q4

Reported4d ago

Managed Assets$356.259M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOOGAlphabet Inc Recent Activity New Position	0.08%	$249,546 1,310 shares@ $190.5 avg price	New Position
VVisa Inc Recent Activity New Position	0.07%	$226,285 716 shares@ $316.05 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	0.06%	$209,460 235 shares@ $891.32 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	0.06%	$204,364 1,900 shares@ $107.56 avg price	New Position