StockDriftsStockDriftsTop 50 Wiser Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 31.45% | 244.1K | $145.9M | +4.72%(+11.01K) | $409.50(+62.46%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 13.05% | 1.29M | $60.5M | +8.05%(+95.81K) | $46.95(-0.35%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.54% | 618.3K | $39.6M | +1.14%(+6.95K) | $46.40(+48.65%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 5.83% | 38.8K | $27.0M | +4.79%(+1.77K) | $55.26(+93.29%) | 2026-03-31 | |
| SLQD | ISHARES TR | 5.35% | 491.4K | $24.8M | +6.14%(+28.42K) | $49.49(+1.66%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.24% | 505.3K | $24.3M | +7.39%(+34.76K) | $51.95(-7.82%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 5.23% | 388.0K | $24.3M | +3.18%(+11.96K) | $48.22(+32.01%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.12% | 243.5K | $19.1M | +7.09%(+16.11K) | $80.12(-2.65%) | 2026-03-31 | |
| VIOO | VANGUARD ADMIRAL FDS INC | 3.82% | 154.4K | $17.7M | +3.74%(+5.57K) | $94.50(+35.09%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.8% | 27.0K | $17.6M | +0.84%(+224) | $425.40(+70.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.99% | +33.08% |
| Top 20 Holdings Unweighted | +7.93% | +25.73% |
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