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Planwiser Financial

Latest statistics and disclosures from Planwiser Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002043741

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Positions held by Planwiser Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	10.7	$12M	129k	91.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.5	$11M	19k	563.77	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	6.0	$6.6M	233k	28.58	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	5.3	$5.9M	128k	45.94	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$5.5M	33k	167.61	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.5	$4.9M	78k	63.20	View chart
Vanguard Index Fds Growth Etf (VUG)	4.1	$4.5M	12k	384.66	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.9	$4.3M	112k	38.35	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	3.3	$3.7M	76k	48.53	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	3.1	$3.4M	82k	41.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.7	$3.0M	75k	40.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.7	$3.0M	91k	32.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.7	$3.0M	48k	61.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.6	$2.8M	58k	49.06	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	2.6	$2.8M	64k	44.32	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.5	$2.7M	56k	48.29	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.3	$2.5M	50k	50.78	View chart
Harbor Etf Trust Harbor Commodity (HGER)	2.2	$2.4M	102k	23.60	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.1	$2.3M	87k	26.09	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.9	$2.2M	27k	80.75	View chart
Select Sector Spdr Tr Communication (XLC)	1.9	$2.1M	22k	97.45	View chart
Select Sector Spdr Tr Financial (XLF)	1.9	$2.1M	43k	49.45	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.9	$2.1M	11k	199.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$1.4M	6.2k	219.97	View chart
RBB Motley Fol Etf (TMFC)	1.2	$1.3M	22k	57.38	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$1.1M	21k	52.17	View chart
Ishares Msci Germany Etf (EWG)	1.0	$1.1M	27k	40.44	View chart
Ishares Msci Italy Etf (EWI)	1.0	$1.1M	24k	44.99	View chart
Ishares Msci Cda Etf (EWC)	1.0	$1.1M	25k	42.89	View chart
Ishares Msci Jpn Etf New (EWJ)	1.0	$1.1M	15k	71.98	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$1.0M	21k	47.65	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.9	$1.0M	23k	44.74	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.8	$877k	17k	52.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$725k	2.4k	308.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$601k	6.1k	98.17	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.5	$524k	10k	52.63	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$499k	8.4k	59.12	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.4	$458k	19k	24.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$382k	1.0k	372.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$363k	15k	24.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$321k	4.0k	79.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$278k	3.2k	85.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$271k	1.5k	183.89	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.2	$243k	7.7k	31.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$228k	443.00	515.51	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$208k	10k	20.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$206k	426.00	483.30	View chart

Past Filings by Planwiser Financial

SEC 13F filings are viewable for Planwiser Financial going back to 2025

Planwiser Financial 2025 Q1 filed May 8, 2025

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