Planwiser Financial

Planwiser Financial as of March 31, 2026

Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 11.0 $15M 128k 118.71
Ishares Tr Core S&p500 Etf (IVV) 9.9 $14M 19k 703.19
Vanguard Index Fds Growth Etf (VUG) 5.6 $7.7M 16k 485.65
Spdr Index Shs Fds State Street Spd (SPDW) 5.6 $7.7M 157k 48.88
Spdr Series Trust State Street Spd (SPTI) 5.3 $7.3M 255k 28.67
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.9 $6.8M 165k 41.33
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.8 $6.6M 140k 47.12
RBB Motley Fol Etf (TMFC) 4.6 $6.3M 88k 72.20
Ishares Tr Ishs 5-10yr Invt (IGIB) 3.9 $5.4M 100k 53.59
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.2 $4.4M 66k 67.26
Vanguard Index Fds Value Etf (VTV) 2.9 $4.0M 20k 202.04
American Centy Etf Tr Avantis Core Fi (AVIG) 2.7 $3.7M 89k 41.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.4 $3.3M 69k 48.52
Harbor Etf Trust Harbor Commodity (HGER) 2.3 $3.2M 102k 31.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $3.1M 93k 33.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $3.0M 61k 50.26
Select Sector Spdr Tr State Street Tec (XLK) 2.2 $3.0M 20k 150.30
Select Sector Spdr Tr State Street Com (XLC) 2.1 $3.0M 25k 117.36
Select Sector Spdr Tr State Street Ind (XLI) 2.1 $3.0M 17k 171.18
Spdr Index Shs Fds State Street Spd (SPEM) 1.9 $2.6M 51k 50.45
Select Sector Spdr Tr State Street Ene (XLE) 1.9 $2.6M 46k 55.76
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 1.4 $1.9M 38k 51.19
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.3 $1.8M 22k 84.32
Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.8M 6.4k 278.27
Ishares Msci Japan Etf (EWJ) 1.1 $1.6M 18k 89.07
Ishares Msci Italy Etf (EWI) 1.1 $1.6M 27k 58.19
Ishares Msci Cda Etf (EWC) 1.1 $1.5M 26k 58.04
Ishares Tr Msci Uk Etf New (EWU) 1.1 $1.5M 31k 47.80
Innovator Etfs Trust Equity Mngd 100 (BFRZ) 1.0 $1.3M 50k 26.36
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $1.1M 22k 48.11
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.7 $999k 22k 45.61
Spdr Series Trust State Street Spd (HYMB) 0.6 $843k 34k 25.08
Ishares Tr Rus 1000 Etf (IWB) 0.6 $810k 2.1k 383.32
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $762k 8.7k 87.84
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $729k 7.3k 99.62
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.5 $661k 12k 56.47
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $650k 8.6k 75.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $408k 871.00 468.91
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.3 $397k 14k 28.91
Ishares Tr Core Msci Eafe (IEFA) 0.3 $373k 3.9k 96.43
Spdr Series Trust State Street Spd (SPHY) 0.2 $318k 14k 23.56
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $302k 6.1k 49.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $291k 2.8k 102.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $273k 1.2k 224.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $272k 426.00 637.40
Innovator Etfs Trust Power Buffer Set (PSTP) 0.2 $263k 7.4k 35.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $247k 384.00 642.91