Filer Name: WISE WEALTH PARTNERS
CIK: 2056711
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 46
Portfolio Value: $0.04B

Wise Wealth Partners Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
GOVT US ISHARES US TREASURY BOND ETF 295,628 $7M 16.76% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 88,047 $6M 14.97% - -
QUAL US ISHARES MSCI USA QUALITY FAC 16,196 $3M 7.11% - -
GLD US SPDR GOLD SHARES 11,457 $3M 6.84% - -
FDVV US FIDELITY HIGH DIVIDEND ETF 46,751 $2M 5.76% - -
CGCP US CAP GROUP CORE PLUS INCOME 86,192 $2M 4.72% - -
MBND US SPDR NUVEEN MUNICIPAL BOND 48,524 $1M 3.29% - -
JPIE US JPMORGAN INCOME ETF 24,876 $1M 2.80% - -
XMHQ US INVESCO S&P MIDCAP QUAL ETF 10,978 $1M 2.67% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 2,475 $1M 1.77% - -
AVGO US BROADCOM INC 2,649 $1M 1.51% - -
NVDA US NVIDIA CORP 4,335 $1M 1.44% - -
IVLU US ISHARES MSCI INTERNATIONAL V 21,347 $1M 1.43% - -
BND US VANGUARD TOTAL BOND MARKET 7,924 $1M 1.41% - -
QQQ US INVESCO QQQ TRUST SERIES 1 1,082 $1M 1.36% - -
VGLT US VANGUARD LONG-TERM TREASURY 9,960 $1M 1.36% - -
IEFA US ISHARES CORE MSCI EAFE ETF 7,765 $1M 1.35% - -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 7,589 $1M 1.34% - -
IWF US ISHARES RUSSELL 1000 GROWTH 1,288 $1M 1.28% - -
IWP US ISHARES RUSSELL MID-CAP GROW 3,574 $0M 1.12% - -
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