0001573263-23-000017.txt : 20231019 0001573263-23-000017.hdr.sgml : 20231019 20231019171959 ACCESSION NUMBER: 0001573263-23-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231019 DATE AS OF CHANGE: 20231019 EFFECTIVENESS DATE: 20231019 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wiser Wealth Management, Inc CENTRAL INDEX KEY: 0001573263 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: 231335468 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 09-30-2023 09-30-2023 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 10-19-2023 0 36 245964887 false INFORMATION TABLE 2 WWM13F09302023.xml APPLE INCCOM037833100885456 5172 SH SOLE 0 0 5172 GOLDMAN SACHS ETF TRACES ULTRA SHR381430230903215 18086 SH SOLE 0 0 18086 HOME DEPOT INCCOM4370761021282836 4246 SH SOLE 0 0 4246 ISHARES TRCORE S&P500 ETF46428720010569583 24613 SH SOLE 0 0 24613 ISHARES TRCORE S&P SCP ETF4642878042646804 28059 SH SOLE 0 0 28059 ISHARES TRSHRT NAT MUN ETF464288158894002 8691 SH SOLE 0 0 8691 ISHARES TRNATIONAL MUN ETF464288414696979 6797 SH SOLE 0 0 6797 ISHARES TRCRE U S REIT ETF4642885216530799 138423 SH SOLE 0 0 138423 ISHARES TRSHORT TREAS BD464288679250409 2267 SH SOLE 0 0 2267 ISHARES TRCORE MSCI EAFE46432F842485585 7546 SH SOLE 0 0 7546 ISHARES TR0-5YR INVT GR CP46434V10014016645 292044 SH SOLE 0 0 292044 ISHARES TRBLACKROCK ULTRA46434V8781774986 35232 SH SOLE 0 0 35232 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q837253298 5048 SH SOLE 0 0 5048 PACER FDS TRUS CASH COWS 10069374H88118774390 379818 SH SOLE 0 0 379818 SPDR S&P 500 ETF TRTR UNIT78462F103575812 1347 SH SOLE 0 0 1347 SPDR SER TRPORTFOLIO AGRGTE78464A6491989723 81747 SH SOLE 0 0 81747 SPDR SER TRPORTFOLI S&P150078464A8052503301 47691 SH SOLE 0 0 47691 SOUTHERN COCOM842587107232151 3587 SH SOLE 0 0 3587 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844203623 1310 SH SOLE 0 0 1310 VANGUARD STAR FDSVG TL INTL STK F9219097681702920 31818 SH SOLE 0 0 31818 VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX92193282814273481 163312 SH SOLE 0 0 163312 VANGUARD BD INDEX FDSLONG TERM BOND9219377932643318 39417 SH SOLE 0 0 39417 VANGUARD BD INDEX FDSINTERMED TERM92193781910820876 149646 SH SOLE 0 0 149646 VANGUARD BD INDEX FDSSHORT TRM BOND92193782731198995 415046 SH SOLE 0 0 415046 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835896842 12852 SH SOLE 0 0 12852 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385817645578 403604 SH SOLE 0 0 403604 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J40715179305 317359 SH SOLE 0 0 317359 VANGUARD WORLD FDSINF TECH ETF92204A70210397405 25060 SH SOLE 0 0 25060 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428583457628 88182 SH SOLE 0 0 88182 VANGUARD MUN BD FDSTAX EXEMPT BD922907746214090 4451 SH SOLE 0 0 4451 VANGUARD INDEX FDSS&P 500 ETF SHS92290836367297041 171370 SH SOLE 0 0 171370 VANGUARD INDEX FDSREAL ESTATE ETF922908553275445 3641 SH SOLE 0 0 3641 VANGUARD INDEX FDSLARGE CAP ETF9229086371845008 9428 SH SOLE 0 0 9428 VANGUARD INDEX FDSGROWTH ETF922908736200466 736 SH SOLE 0 0 736 VANGUARD INDEX FDSTOTAL STK MKT9229087692195664 10337 SH SOLE 0 0 10337 WEYERHAEUSER CO MTN BECOM NEW962166104251228 8194 SH SOLE 0 0 8194