Planwiser Financial

Planwiser Financial as of Dec. 31, 2025

Portfolio Holdings for Planwiser Financial

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.0 $15M 21k 688.32
American Centy Etf Tr Us Eqt Etf (AVUS) 10.7 $14M 125k 114.64
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.0 $8.0M 173k 46.21
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.9 $6.6M 166k 39.46
Vanguard Index Fds Value Etf (VTV) 4.8 $6.5M 33k 198.46
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.7 $6.3M 80k 79.72
Vanguard Index Fds Growth Etf (VUG) 4.4 $5.8M 12k 477.06
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 3.6 $4.8M 101k 47.17
American Centy Etf Tr Avantis Core Fi (AVIG) 3.4 $4.6M 109k 41.96
Select Sector Spdr Tr State Street Ind (XLI) 2.8 $3.8M 23k 166.36
Harbor Etf Trust Harbor Commodity (HGER) 2.7 $3.6M 137k 26.50
Select Sector Spdr Tr State Street Tec (XLK) 2.6 $3.5M 24k 143.81
Select Sector Spdr Tr State Street Com (XLC) 2.6 $3.5M 31k 114.63
Select Sector Spdr Tr State Street Fin (XLF) 2.6 $3.5M 65k 53.46
Spdr Series Trust State Street Spd (SPTI) 2.3 $3.1M 109k 28.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $3.0M 94k 32.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $3.0M 60k 50.51
Ishares Tr Conv Bd Etf (ICVT) 2.0 $2.7M 26k 103.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.0 $2.7M 56k 48.82
Ishares Tr Core Lt Usdb Etf (ILTB) 2.0 $2.7M 54k 49.83
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.9 $2.6M 38k 67.55
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $2.2M 22k 100.00
Vanguard Index Fds Small Cp Etf (VB) 1.4 $1.9M 6.8k 276.84
Ishares Msci Cda Etf (EWC) 1.4 $1.8M 33k 55.02
Ishares Tr Msci Uk Etf New (EWU) 1.4 $1.8M 40k 45.16
Ishares Msci Germany Etf (EWG) 1.4 $1.8M 42k 42.82
Ishares Msci Italy Etf (EWI) 1.4 $1.8M 33k 54.44
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 1.2 $1.6M 31k 50.12
RBB Motley Fol Etf (TMFC) 1.1 $1.5M 22k 70.50
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $1.2M 22k 53.94
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.7 $985k 22k 45.84
Innovator Etfs Trust Equity Mngd 100 (BFRZ) 0.7 $915k 34k 26.81
Spdr Series Trust State Street Spd (HYMB) 0.6 $819k 33k 25.08
Ishares Tr Rus 1000 Etf (IWB) 0.6 $810k 2.2k 376.12
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $712k 8.7k 81.70
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $654k 8.7k 75.29
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.5 $650k 11k 57.86
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.4 $471k 17k 28.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $403k 871.00 462.42
Ishares Tr Core Msci Eafe (IEFA) 0.3 $358k 3.9k 92.43
Innovator Etfs Trust Power Buffer Set (PSTP) 0.2 $313k 8.8k 35.44
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $299k 3.0k 100.86
Spdr Series Trust State Street Spd (SPHY) 0.2 $278k 12k 23.83
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $267k 1.2k 219.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $263k 426.00 616.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $242k 384.00 629.76
Eli Lilly & Co. (LLY) 0.2 $211k 196.00 1078.52