Planwiser Financial

Planwiser Financial as of June 30, 2025

Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 44 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.9 $13M 20k 639.92
American Centy Etf Tr Us Eqt Etf (AVUS) 10.2 $12M 115k 104.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.8 $6.8M 168k 40.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.8 $6.8M 196k 34.67
Vanguard Index Fds Value Etf (VTV) 5.5 $6.4M 36k 179.74
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.6 $5.4M 77k 70.29
Vanguard Index Fds Growth Etf (VUG) 4.6 $5.4M 12k 455.95
Spdr Series Trust Portfli Intrmdit (SPTI) 4.4 $5.2M 182k 28.53
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.8 $3.2M 61k 53.04
American Centy Etf Tr Avantis Core Fi (AVIG) 2.6 $3.1M 75k 41.30
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.6 $3.1M 67k 45.95
Select Sector Spdr Tr Technology (XLK) 2.6 $3.1M 12k 264.08
Select Sector Spdr Tr Communication (XLC) 2.6 $3.1M 29k 107.04
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.6 $3.0M 13k 226.18
Select Sector Spdr Tr Financial (XLF) 2.6 $3.0M 57k 53.07
Harbor Etf Trust Harbor Commodity (HGER) 2.4 $2.9M 115k 24.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $2.6M 54k 48.56
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.1 $2.5M 85k 29.03
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.0 $2.4M 55k 43.55
Ishares Tr Core Lt Usdb Etf (ILTB) 2.0 $2.4M 49k 48.66
Ishares Tr Conv Bd Etf (ICVT) 2.0 $2.3M 25k 92.76
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 1.8 $2.2M 45k 47.75
Ishares Msci Cda Etf (EWC) 1.3 $1.5M 33k 46.72
Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.5M 6.2k 245.71
Spdr Series Trust Portfli High Yld (SPHY) 1.3 $1.5M 64k 23.73
Ishares Msci Italy Etf (EWI) 1.3 $1.5M 31k 48.78
Ishares Msci France Etf (EWQ) 1.3 $1.5M 34k 42.80
Ishares Msci Germany Etf (EWG) 1.2 $1.5M 35k 41.67
RBB Motley Fol Etf (TMFC) 1.2 $1.5M 22k 66.47
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.8 $979k 20k 49.05
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $839k 8.5k 98.32
Ishares Tr Rus 1000 Etf (IWB) 0.6 $754k 2.2k 350.07
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $602k 8.6k 69.91
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $547k 8.3k 65.93
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.5 $538k 9.7k 55.34
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.4 $452k 17k 26.95
Spdr Series Trust Nuveen Ice High (HYMB) 0.4 $430k 18k 24.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $400k 905.00 441.41
Innovator Etfs Trust Power Buffer Set (PSTP) 0.3 $301k 8.9k 33.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $300k 3.2k 94.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $292k 1.5k 198.20
Ishares Tr Core Msci Eafe (IEFA) 0.2 $246k 3.0k 83.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $242k 426.00 568.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $227k 388.00 584.94