Titelia

Holdings of Wiser Wealth Management, Inc

56 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 88.4 % of the equity sleeve

Sector breakdown

  • Funds 37.4 %
  • Technology 1.7 %
  • Consumer discretionary 0.8 %
  • Communication 0.7 %
  • Consumer staples 0.4 %
  • Financials 0.4 %
  • Health care 0.3 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Industrials 0.1 %
  • Unattributed 57.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US56445.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 244,107145.9M $
2Jpmorgan Core Plus Bond Etf 1,285,35460.5M $
3Vanguard FTSE Developed Markets ETF 618,31039.6M $
4Vanguard Information Technology ETF 38,76227M $
5iShares 0-5 Year Investment Gr 491,38824.8M $
6Vanguard Charlotte Funds 505,34424.3M $
7Pacer Funds Trust 388,02724.3M $
8Vanguard Short-term Bond Etf 243,46819.1M $
9iShares Core S&P 500 ETF 27,00917.6M $
10Vanguard Total Bond Market ETF 148,36710.9M $
11iShares Trust 94,8664.7M $
12Bitwise Bitcoin ETF 97,5383.6M $
13iShares Core S&P Small-Cap ETF 27,3863.4M $
14Apple Inc 12,3033.1M $
15Vanguard Large-Cap ETF 9,1172.7M $
16iShares Core MSCI EAFE ETF 25,3802.3M $
17NVIDIA Corp 12,8442.2M $
18iShares Short-Term National Muni Bond ETF 19,9732.1M $
19Vanguard Total Stock Market ETF 6,3202M $
20Microsoft Corp 4,5611.7M $
21Bitwise Ethereum ETF 108,3951.6M $
22Home Depot Inc/The 4,8391.6M $
23State Street SPDR S&P 500 ETF Trust 2,3291.5M $
24Alphabet Inc 5,0621.5M $
25Vanguard Total International S 18,0421.4M $
26VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 6,2071.3M $
27Amazon.com Inc 5,5791.2M $
28Johnson & Johnson 4,3551.1M $
29FIDELITY COVINGTON TRUST 4,9871M $
30Broadcom Inc 2,364731.7K $
31Meta Platforms Inc 1,155660.8K $
32iShares National Muni Bond ETF 6,056642.9K $
33Alphabet Inc 2,210634K $
34Walmart Inc 4,854603.3K $
35Southern Co/The 6,025581.5K $
36Vanguard FTSE All-World ex-US ETF 7,138536K $
37Tesla Inc 1,432532.3K $
38Berkshire Hathaway Inc 1,101527.6K $
39State Street SPDR Portfolio S& 6,099482.2K $
40JPMorgan Chase & Co 1,635481K $
41VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 5,862464.7K $
42Eli Lilly & Co 483444.2K $
43Exxon Mobil Corp 2,554433.4K $
44Procter & Gamble Co/The 2,915421K $
45Coca-Cola Co/The 5,329405.3K $
46Visa Inc 1,263381.7K $
47Fidelity Wise Origin Bitcoin Fund 5,661334.2K $
48Norfolk Southern Corp 1,106317.4K $
49Netflix Inc 2,915280.3K $
50Philip Morris International Inc. 1,562258.3K $
51Costco Wholesale Corp 246245.1K $
52AT&T Inc 8,139236K $
53Mastercard Inc 452225.8K $
54Weyerhaeuser Co 8,640211.1K $
55Vanguard Growth ETF 480209.7K $
56TJX Cos Inc/The 1,256200.6K $