0001573263-24-000003.txt : 20240419 0001573263-24-000003.hdr.sgml : 20240419 20240419143739 ACCESSION NUMBER: 0001573263-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240419 DATE AS OF CHANGE: 20240419 EFFECTIVENESS DATE: 20240419 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: 24857250 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 03-31-2024 03-31-2024 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 04-19-2024 0 31 304805952 false INFORMATION TABLE 2 WWM13F03312024.xml ALPHABET INC CAP STK CL A 02079K305 235149 1558 SH SOLE 0 0 0 1558 AMAZON COM INC COM 023135106 239725 1329 SH SOLE 0 0 0 1329 APPLE INC COM 037833100 1637421 9549 SH SOLE 0 0 0 9549 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 202326 4018 SH SOLE 0 0 0 4018 HOME DEPOT INC COM 437076102 1645718 4290 SH SOLE 0 0 0 4290 ISHARES TR CORE S&P SCP ETF 464287804 2306913 20873 SH SOLE 0 0 0 20873 ISHARES TR CORE S&P500 ETF 464287200 14539877 27657 SH SOLE 0 0 0 27657 ISHARES TR CORE INTL AGGR 46435G672 1262622 25278 SH SOLE 0 0 0 25278 ISHARES TR SHRT NAT MUN ETF 464288158 2345737 22398 SH SOLE 0 0 0 22398 ISHARES TR CORE MSCI EAFE 46432F842 642003 8650 SH SOLE 0 0 0 8650 ISHARES TR 0-5YR INVT GR CP 46434V100 16246616 330082 SH SOLE 0 0 0 330082 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 40446377 867111 SH SOLE 0 0 0 867111 MICROSOFT CORP COM 594918104 715030 1700 SH SOLE 0 0 0 1700 NORFOLK SOUTHN CORP COM 655844108 253851 996 SH SOLE 0 0 0 996 PACER FDS TR US CASH COWS 100 69374H881 26935668 463529 SH SOLE 0 0 0 463529 PROCTER AND GAMBLE CO COM 742718109 306149 1887 SH SOLE 0 0 0 1887 SPDR S&P 500 ETF TR TR UNIT 78462F103 705952 1350 SH SOLE 0 0 0 1350 SPDR SER TR PORTFOLI S&P1500 78464A805 661707 10315 SH SOLE 0 0 0 10315 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 11790328 116161 SH SOLE 0 0 0 116161 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 14357206 187260 SH SOLE 0 0 0 187260 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 340373 4686 SH SOLE 0 0 0 4686 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17047273 346560 SH SOLE 0 0 0 346560 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 104421702 217228 SH SOLE 0 0 0 217228 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2259311 9423 SH SOLE 0 0 0 9423 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1401870 5394 SH SOLE 0 0 0 5394 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 208072 4112 SH SOLE 0 0 0 4112 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 243026 1331 SH SOLE 0 0 0 1331 VANGUARD STAR FDS VG TL INTL STK F 921909768 1622133 26901 SH SOLE 0 0 0 26901 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 23930668 476992 SH SOLE 0 0 0 476992 VANGUARD WORLD FDS INF TECH ETF 92204A702 15560220 29676 SH SOLE 0 0 0 29676 WEYERHAEUSER CO MTN BE COM NEW 962166104 294929 8213 SH SOLE 0 0 0 8213