0001573263-24-000004.txt : 20240722 0001573263-24-000004.hdr.sgml : 20240722 20240722122048 ACCESSION NUMBER: 0001573263-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240722 DATE AS OF CHANGE: 20240722 EFFECTIVENESS DATE: 20240722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wiser Wealth Management, Inc CENTRAL INDEX KEY: 0001573263 ORGANIZATION NAME: IRS NUMBER: 582615541 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20622 FILM NUMBER: 241130591 BUSINESS ADDRESS: STREET 1: 125 CHURCH STREET STREET 2: STE 220 CITY: MARIETTA STATE: GA ZIP: 30060 BUSINESS PHONE: 6785210680 MAIL ADDRESS: STREET 1: 125 CHURCH STREET STREET 2: STE 220 CITY: MARIETTA STATE: GA ZIP: 30060 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001573263 XXXXXXXX 06-30-2024 06-30-2024 Wiser Wealth Management, Inc

125 CHURCH STREET STE 220 MARIETTA GA 30060

13F HOLDINGS REPORT 028-20622 000125282 801-120669 N Casey Smith 678-905-4450 Casey Smith Marietta GA 07-22-2024 0 35 322995647 false INFORMATION TABLE 2 WWM13F06302024.xml ALPHABET INC CAP STK CL A 02079K305 506741 2782 SH SOLE 0 0 0 2782 AMAZON COM INC COM 023135106 554628 2870 SH SOLE 0 0 0 2870 APPLE INC COM 037833100 1829605 8687 SH SOLE 0 0 0 8687 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 221299 544 SH SOLE 0 0 0 544 BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 640338 19588 SH SOLE 0 0 0 19588 HOME DEPOT INC COM 437076102 1496681 4348 SH SOLE 0 0 0 4348 ISHARES TR CORE S&P SCP ETF 464287804 2289343 21464 SH SOLE 0 0 0 21464 ISHARES TR CORE S&P500 ETF 464287200 13752584 25131 SH SOLE 0 0 0 25131 ISHARES TR 0-5YR INVT GR CP 46434V100 17375381 352800 SH SOLE 0 0 0 352800 ISHARES TR CORE INTL AGGR 46435G672 2423102 48540 SH SOLE 0 0 0 48540 ISHARES TR NATIONAL MUN ETF 464288414 553450 5194 SH SOLE 0 0 0 5194 ISHARES TR SHRT NAT MUN ETF 464288158 1972540 18867 SH SOLE 0 0 0 18867 ISHARES TR CORE MSCI EAFE 46432F842 1117309 15381 SH SOLE 0 0 0 15381 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 42227721 911455 SH SOLE 0 0 0 911455 JPMORGAN CHASE & CO COM 46625H100 208935 1033 SH SOLE 0 0 0 1033 META PLATFORMS INC CL A 30303M102 261186 518 SH SOLE 0 0 0 518 MICROSOFT CORP COM 594918104 1026300 2296 SH SOLE 0 0 0 2296 NORFOLK SOUTHN CORP COM 655844108 226283 1054 SH SOLE 0 0 0 1054 NVIDIA CORPORATION COM 67066G104 771631 6246 SH SOLE 0 0 0 6246 PACER FDS TR US CASH COWS 100 69374H881 23385453 429170 SH SOLE 0 0 0 429170 PROCTER AND GAMBLE CO COM 742718109 401398 2434 SH SOLE 0 0 0 2434 SPDR S&P 500 ETF TR TR UNIT 78462F103 723610 1330 SH SOLE 0 0 0 1330 SPDR SER TR PORTFOLI S&P1500 78464A805 671595 10122 SH SOLE 0 0 0 10122 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 11800915 120160 SH SOLE 0 0 0 120160 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 14009169 182649 SH SOLE 0 0 0 182649 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3562398 49443 SH SOLE 0 0 0 49443 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17022057 349744 SH SOLE 0 0 0 349744 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2352224 9423 SH SOLE 0 0 0 9423 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 110997612 221938 SH SOLE 0 0 0 221938 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2071390 7743 SH SOLE 0 0 0 7743 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 314140 1721 SH SOLE 0 0 0 1721 VANGUARD STAR FDS VG TL INTL STK F 921909768 1720153 28527 SH SOLE 0 0 0 28527 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 25214090 510200 SH SOLE 0 0 0 510200 VANGUARD WORLD FD INF TECH ETF 92204A702 19057926 33053 SH SOLE 0 0 0 33053 WEYERHAEUSER CO MTN BE COM NEW 962166104 236460 8329 SH SOLE 0 0 0 8329