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
MUBIshares Tr Recent Activity Exited	0%	$563,731 5,189 shares@ $108.64 avg price	Exited
JNJJohnson & Johnson Recent Activity Exited	0%	$260,106 1,605 shares@ $162.06 avg price	Exited
IAUIshares Gold Tr Recent Activity Exited	0%	$202,776 4,080 shares@ $49.7 avg price	Exited
MUIBlackrock Municipal Income Recent Activity Exited	0%	$139,638 11,100 shares@ $12.58 avg price	Exited
SYRSSyros Pharmaceuticals Inc Recent Activity Exited	0%	$21,500 10,000 shares@ $2.15 avg price	Exited