In This Article:
Investment company Wiser Wealth Management, Inc (Current Portfolio) buys iShares 0-5 Year TIPS Bond ETF, Berkshire Hathaway Inc, The Home Depot Inc, Qualcomm Inc, sells Vanguard Mortgage-Backed Securities ETF, Vanguard Long-Term Bond ETF, Delta Air Lines Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Wiser Wealth Management, Inc. As of 2021Q4, Wiser Wealth Management, Inc owns 30 stocks with a total value of $205 million. These are the details of the buys and sells.
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New Purchases: STIP, BRK.B, QCOM,
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Added Positions: BSV, IVV, VEA, BIV, BNDX, IJR, QUAL, VWO, REET, HD, VGT, AAPL, VTI,
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Reduced Positions: BLV, ICSH, SPTM, SHV, SHY, MBB,
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Sold Out: VMBS, DAL,
For the details of Wiser Wealth Management, Inc's stock buys and sells,
go to https://www.gurufocus.com/guru/wiser+wealth+management%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of Wiser Wealth Management, Inc
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iShares Core S&P 500 ETF (IVV) - 102,693 shares, 23.93% of the total portfolio. Shares added by 3.95%
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Vanguard Short-Term Bond ETF (BSV) - 330,334 shares, 13.04% of the total portfolio. Shares added by 17.32%
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Vanguard FTSE Developed Markets ETF (VEA) - 365,619 shares, 9.12% of the total portfolio. Shares added by 5.73%
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BTC iShares MSCI USA Quality Factor ETF (QUAL) - 103,662 shares, 7.37% of the total portfolio. Shares added by 4.19%
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iShares Core S&P Small-Cap ETF (IJR) - 112,431 shares, 6.29% of the total portfolio. Shares added by 5.00%
New Purchase: iShares 0-5 Year TIPS Bond ETF (STIP)
Wiser Wealth Management, Inc initiated holding in iShares 0-5 Year TIPS Bond ETF. The purchase prices were between $104.69 and $106.26, with an estimated average price of $105.37. The stock is now traded at around $104.800000. The impact to a portfolio due to this purchase was 5.76%. The holding were 111,455 shares as of 2021-12-31.
New Purchase: Berkshire Hathaway Inc (BRK.B)
Wiser Wealth Management, Inc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $307.670000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,160 shares as of 2021-12-31.
New Purchase: Qualcomm Inc (QCOM)
Wiser Wealth Management, Inc initiated holding in Qualcomm Inc. The purchase prices were between $122.95 and $189.28, with an estimated average price of $161.24. The stock is now traded at around $161.200000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,189 shares as of 2021-12-31.