Top 5 2nd Quarter Trades of Wiser Wealth Management, Inc

Wiser Wealth Management, Inc recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

125 Church Street Marietta, GA 30060

As of the latest 13F report, the guru’s equity portfolio contained 36 stocks valued at a total of $193.00Mil. The top holdings were
VOO(25.00%),
BSV(13.33%),
and
COWZ(6.41%).

According to GuruFocus data, these were Wiser Wealth Management, Inc’s top five trades of the quarter.

Vanguard S&P 500 ETF

The guru established a new position worth 139,100 shares in ARCA:VOO, giving the stock a 25% weight in the equity portfolio. Shares traded for an average price of $375.84 during the quarter.

On 07/15/2022, Vanguard S&P 500 ETF traded for a price of $347.44 per share and a market cap of $246.66Bil. The stock has returned -11.75% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard S&P 500 ETF has
a price-earnings ratio of 20.03 and
a price-book ratio of 3.86.

iShares Core S&P 500 ETF

Wiser Wealth Management, Inc reduced their investment in ARCA:IVV by 96,519 shares. The trade had a 20.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $411.02.

On 07/15/2022, iShares Core S&P 500 ETF traded for a price of $379.88 per share and a market cap of $280.01Bil. The stock has returned -11.78% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core S&P 500 ETF has
a price-earnings ratio of 18.36 and
a price-book ratio of 3.53.

iShares MSCI USA Quality Factor ETF

Wiser Wealth Management, Inc reduced their investment in BATS:QUAL by 110,691 shares. The trade had a 6.88% impact on the equity portfolio. During the quarter, the stock traded for an average price of $121.89.

On 07/15/2022, iShares MSCI USA Quality Factor ETF traded for a price of $112.55 per share and a market cap of $18.63Bil. The stock has returned -15.85% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares MSCI USA Quality Factor ETF has
a price-earnings ratio of 15.80 and
a price-book ratio of 5.05.

Pacer US Cash Cows 100 ETF

The guru established a new position worth 287,359 shares in BATS:COWZ, giving the stock a 6.41% weight in the equity portfolio. Shares traded for an average price of $47.91 during the quarter.

On 07/15/2022, Pacer US Cash Cows 100 ETF traded for a price of $42.46 per share and a market cap of $5.92Bil. The stock has returned 2.93% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Pacer US Cash Cows 100 ETF has
a price-earnings ratio of 6.99 and
a price-book ratio of 1.99.

Vanguard S&P Small-Cap 600 ETF

The guru established a new position worth 62,858 shares in ARCA:VIOO, giving the stock a 5.54% weight in the equity portfolio. Shares traded for an average price of $182.95 during the quarter.

On 07/15/2022, Vanguard S&P Small-Cap 600 ETF traded for a price of $168.04 per share and a market cap of $1.77Bil. The stock has returned -15.04% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard S&P Small-Cap 600 ETF has
a price-earnings ratio of 12.28 and
a price-book ratio of 1.79.

Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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