Planwiser Financial

Planwiser Financial as of Dec. 31, 2025

Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 55 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.9 $21M 31k 681.92
Ishares Tr Hdg Msci Eafe (HEFA) 6.9 $9.7M 233k 41.36
Ishares Tr Core S&p Mcp Etf (IJH) 5.6 $7.9M 119k 66.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $7.1M 12k 614.32
Spdr Series Trust State Street Spd (SJNK) 4.4 $6.2M 245k 25.32
Ishares Tr Core S&p500 Etf (IVV) 4.2 $5.9M 8.6k 684.91
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 3.9 $5.5M 109k 50.23
Schwab Strategic Tr Fundamental Emer (FNDE) 3.9 $5.5M 152k 36.06
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $5.2M 44k 120.18
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 3.4 $4.8M 40k 119.32
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 3.1 $4.4M 87k 50.25
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.5 $3.5M 81k 42.87
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.4 $3.4M 33k 100.34
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.4 $3.3M 37k 91.45
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.0 $2.8M 20k 138.46
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 1.8 $2.5M 20k 126.46
Legg Mason Etf Invt Franklin Us Low (LVHD) 1.8 $2.5M 62k 39.88
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.8 $2.5M 67k 36.82
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.6 $2.2M 8.1k 276.93
Spdr Series Trust State Street Spd (FLRN) 1.4 $2.0M 65k 30.73
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.4 $2.0M 26k 75.05
RBB F/m 3 Year Inves (ZTRE) 1.4 $2.0M 38k 51.25
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $2.0M 67k 29.36
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 1.4 $2.0M 35k 55.57
RBB F M 2year Inves (ZTWO) 1.4 $1.9M 38k 50.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $1.9M 69k 27.43
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 1.3 $1.9M 38k 48.72
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.3 $1.8M 25k 72.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $1.8M 29k 62.47
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.2 $1.7M 34k 48.66
Schwab Strategic Tr Internl Divid (SCHY) 1.0 $1.4M 46k 29.82
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $1.2M 13k 89.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.1M 48k 24.04
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.8 $1.1M 31k 35.15
Spdr Series Trust State Street Spd (SPYM) 0.6 $900k 11k 80.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $819k 15k 53.76
Proshares Tr S&p Mdcp 400 Div (REGL) 0.5 $707k 8.4k 84.22
Spdr Series Trust State Street Spd (SPMD) 0.5 $686k 12k 57.91
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.5 $674k 17k 38.89
Spdr Series Trust State Street Spd (SPSM) 0.4 $530k 11k 46.86
Tesla Motors (TSLA) 0.4 $496k 1.1k 449.76
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.4 $495k 13k 39.15
NVIDIA Corporation (NVDA) 0.3 $485k 2.6k 186.51
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.3 $440k 14k 30.99
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $351k 7.7k 45.45
RBB Us Treasry 12 Mt (OBIL) 0.2 $336k 6.7k 50.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $317k 2.2k 143.52
Apple (AAPL) 0.2 $303k 1.1k 271.80
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.2 $285k 12k 22.91
RBB Us Treasy 2 Yr (UTWO) 0.2 $249k 5.1k 48.56
Microsoft Corporation (MSFT) 0.2 $231k 478.00 483.77
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $231k 1.1k 212.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $221k 8.2k 26.91
Spdr Series Trust State Street Spd (SPYD) 0.2 $214k 5.0k 43.25
RBB Us Treas 3 Yr Nt (UTRE) 0.1 $202k 4.1k 49.83