Planwiser Financial

Planwiser Financial as of March 31, 2025

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