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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
IJRIshares Tr
Recent Activity
Increased 3.29%
0.74%
$2.603M
22,594 shares@ $115.23 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 7.05%
0.53%
$1.868M
31,700 shares@ $58.93 avg price
HDHome Depot Inc
Recent Activity
Increased 2.16%
0.49%
$1.717M
4,415 shares@ $388.99 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
Increased 9.95%
0.4%
$1.407M
27,662 shares@ $50.85 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 20.84%
0.37%
$1.301M
3,086 shares@ $421.46 avg price
NVDANvidia Corporation
Recent Activity
Increased 26.8%
0.35%
$1.216M
9,052 shares@ $134.3 avg price
SOSouthern Co
Recent Activity
Increased 1.16%
0.31%
$1.093M
13,275 shares@ $82.33 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 20.13%
0.23%
$817,008
3,724 shares@ $219.39 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 35.88%
0.22%
$753,524
3,848 shares@ $195.83 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 21.88%
0.19%
$670,760
3,543 shares@ $189.32 avg price