Planwiser Financial

Planwiser Financial as of Sept. 30, 2025

Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 48 positions in its portfolio as reported in the September 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 $14M 122k 110.47
Ishares Tr Core S&p500 Etf (IVV) 10.2 $13M 19k 686.68
Vanguard Index Fds Value Etf (VTV) 4.9 $6.2M 34k 184.88
Vanguard Index Fds Growth Etf (VUG) 4.5 $5.7M 11k 501.82
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.5 $5.7M 78k 72.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.0 $5.1M 116k 43.63
Ishares Tr Ishs 5-10yr Invt (IGIB) 4.0 $5.0M 93k 53.76
Ishares Tr Conv Bd Etf (ICVT) 3.3 $4.1M 40k 103.63
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.2 $4.0M 59k 67.46
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.8 $3.5M 74k 47.67
American Centy Etf Tr Avantis Core Fi (AVIG) 2.8 $3.5M 83k 41.90
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.7 $3.4M 94k 36.62
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.7 $3.4M 43k 78.19
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.5 $3.2M 68k 46.97
Spdr Series Trust Portfli High Yld (SPHY) 2.5 $3.1M 133k 23.59
Spdr Series Trust Portfli Intrmdit (SPTI) 2.5 $3.1M 108k 28.86
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.3 $3.0M 142k 20.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $3.0M 59k 50.31
Harbor Etf Trust Harbor Commodity (HGER) 2.3 $2.9M 110k 26.63
Select Sector Spdr Tr Technology (XLK) 2.1 $2.7M 8.8k 301.91
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.0 $2.5M 10k 242.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $2.5M 85k 29.47
Select Sector Spdr Tr Financial (XLF) 1.9 $2.5M 47k 52.15
Select Sector Spdr Tr Communication (XLC) 1.9 $2.4M 21k 113.59
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 1.5 $1.9M 39k 49.31
RBB Motley Fol Etf (TMFC) 1.2 $1.5M 21k 72.88
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.5M 6.0k 254.41
Ishares Msci Jpn Etf New (EWJ) 1.0 $1.3M 16k 83.64
Innovator Etfs Trust Equity Mngd 100 (BFRZ) 1.0 $1.3M 48k 27.01
Ishares Msci Cda Etf (EWC) 1.0 $1.3M 25k 50.67
Ishares Msci Germany Etf (EWG) 1.0 $1.2M 30k 40.91
Ishares Msci France Etf (EWQ) 0.9 $1.2M 27k 44.07
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.8 $1.0M 21k 48.95
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.7 $943k 21k 45.82
Ishares Tr Rus 1000 Etf (IWB) 0.6 $799k 2.1k 374.08
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.6 $733k 13k 54.82
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $611k 6.1k 100.09
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $566k 8.3k 67.93
Spdr Series Trust Nuveen Ice High (HYMB) 0.4 $500k 20k 25.09
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.4 $475k 17k 27.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $437k 895.00 487.96
Innovator Etfs Trust Power Buffer Set (PSTP) 0.3 $316k 9.0k 35.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $300k 1.5k 204.06
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $294k 3.1k 95.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $269k 426.00 632.08
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $262k 5.2k 50.47
Ishares Tr Core Msci Eafe (IEFA) 0.2 $258k 2.9k 88.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $241k 384.00 627.73