Wiser Wealth Management, Inc Buys iShares 0-5 Year TIPS Bond ETF, Berkshire Hathaway Inc, The ...

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Investment company Wiser Wealth Management, Inc (Current Portfolio) buys iShares 0-5 Year TIPS Bond ETF, Berkshire Hathaway Inc, The Home Depot Inc, Qualcomm Inc, sells Vanguard Mortgage-Backed Securities ETF, Vanguard Long-Term Bond ETF, Delta Air Lines Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Wiser Wealth Management, Inc. As of 2021Q4, Wiser Wealth Management, Inc owns 30 stocks with a total value of $205 million. These are the details of the buys and sells.

  • New Purchases: STIP, BRK.B, QCOM,

  • Added Positions: BSV, IVV, VEA, BIV, BNDX, IJR, QUAL, VWO, REET, HD, VGT, AAPL, VTI,

  • Reduced Positions: BLV, ICSH, SPTM, SHV, SHY, MBB,

  • Sold Out: VMBS, DAL,


For the details of Wiser Wealth Management, Inc's stock buys and sells,
go to https://www.gurufocus.com/guru/wiser+wealth+management%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Wiser Wealth Management, Inc

  1. iShares Core S&P 500 ETF (IVV) - 102,693 shares, 23.93% of the total portfolio. Shares added by 3.95%

  2. Vanguard Short-Term Bond ETF (BSV) - 330,334 shares, 13.04% of the total portfolio. Shares added by 17.32%

  3. Vanguard FTSE Developed Markets ETF (VEA) - 365,619 shares, 9.12% of the total portfolio. Shares added by 5.73%

  4. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 103,662 shares, 7.37% of the total portfolio. Shares added by 4.19%

  5. iShares Core S&P Small-Cap ETF (IJR) - 112,431 shares, 6.29% of the total portfolio. Shares added by 5.00%

New Purchase: iShares 0-5 Year TIPS Bond ETF (STIP)

Wiser Wealth Management, Inc initiated holding in iShares 0-5 Year TIPS Bond ETF. The purchase prices were between $104.69 and $106.26, with an estimated average price of $105.37. The stock is now traded at around $104.800000. The impact to a portfolio due to this purchase was 5.76%. The holding were 111,455 shares as of 2021-12-31.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Wiser Wealth Management, Inc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $307.670000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,160 shares as of 2021-12-31.

New Purchase: Qualcomm Inc (QCOM)

Wiser Wealth Management, Inc initiated holding in Qualcomm Inc. The purchase prices were between $122.95 and $189.28, with an estimated average price of $161.24. The stock is now traded at around $161.200000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,189 shares as of 2021-12-31.

Added: The Home Depot Inc (HD)

Wiser Wealth Management, Inc added to a holding in The Home Depot Inc by 23.40%. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $356.430000. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,145 shares as of 2021-12-31.

Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)

Wiser Wealth Management, Inc sold out a holding in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $52.61 and $53.2, with an estimated average price of $52.9.

Sold Out: Delta Air Lines Inc (DAL)

Wiser Wealth Management, Inc sold out a holding in Delta Air Lines Inc. The sale prices were between $33.53 and $44.96, with an estimated average price of $39.93.



Here is the complete portfolio of Wiser Wealth Management, Inc. Also check out:

1. Wiser Wealth Management, Inc's Undervalued Stocks

2. Wiser Wealth Management, Inc's Top Growth Companies, and

3. Wiser Wealth Management, Inc's High Yield stocks

4. Stocks that Wiser Wealth Management, Inc keeps buyingThis article first appeared on GuruFocus.

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