Wiser Wealth Management Inc
- Assets, Funds, Holdings
|
Total AUM ($MM)
|
|---|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|---|
|
AAPL
|
2,382,844.0 |
1.8 |
|
HD
|
277,648.0 |
1.5 |
|
MSFT
|
1,918,222.4 |
1.0 |
|
NVDA
|
399,550.0 |
0.8 |
|
BITB
|
|
0.6 |
|
AMZN
|
1,092,997.8 |
0.6 |
|
GOOGL
|
1,475,138.5 |
0.5 |
|
PG
|
338,108.9 |
0.4 |
| |
| |
| |
| Holdings by Sector ($MM) |
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
346
|
183.8 |
| (b) Individuals (high net worth individuals) |
95
|
120.2 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
5 |
4.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,197 |
307.9 |
| By Discretionary |
| Discretionary |
1,192 |
303.9 |
| Non-Discretionary |
5 |
4.0 |
| Total |
1,197 |
307.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
307.9 |
| Total |
1,197 |
307.9 |
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