Planwiser Financial

Planwiser Financial as of June 30, 2026

Portfolio Holdings for Planwiser Financial

Planwiser Financial holds 50 positions in its portfolio as reported in the June 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) 11.2 $16M 126k 128.08
Ishares Tr Core S&p500 Etf (IVV) 9.9 $14M 19k 748.88
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.8 $6.9M 147k 46.81
Vanguard Index Fds Growth Etf (VUG) 4.7 $6.7M 78k 86.14
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 4.6 $6.7M 132k 50.39
Ishares Tr Ishs 5-10yr Invt (IGIB) 3.9 $5.7M 106k 53.17
Ishares Tr Conv Bd Etf (ICVT) 3.5 $5.0M 41k 121.74
Vanguard Index Fds Value Etf (VTV) 2.9 $4.2M 19k 217.93
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.7 $3.9M 48k 82.34
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.7 $3.8M 93k 41.25
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.7 $3.8M 40k 96.49
Spdr Index Shs Fds St Port Mark Etf (SPEM) 2.6 $3.8M 73k 51.78
American Centy Etf Tr Avantis Core Fi (AVIG) 2.6 $3.7M 90k 41.41
Spdr Series Trust St Port High Etf (SPHY) 2.6 $3.7M 158k 23.44
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.5 $3.6M 75k 48.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $3.4M 91k 36.87
Select Sector Spdr Tr St Str Techn Etf (XLK) 2.3 $3.3M 17k 190.52
Select Sector Spdr Tr St Str Indl Etf (XLI) 2.2 $3.2M 17k 185.23
Vanguard Index Fds Small Cp Etf (VB) 2.2 $3.2M 11k 303.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $3.1M 62k 50.58
RBB Motley Fol Etf (TMFC) 2.2 $3.1M 41k 76.16
Spdr Series Trust St Inter Etf (SPTI) 2.1 $3.1M 108k 28.39
Harbor Etf Trust Comm All Wea Etf (HGER) 2.1 $3.1M 104k 29.34
Select Sector Spdr Tr St Str Svc Etf (XLC) 1.9 $2.8M 26k 107.13
Select Sector Spdr Tr St Str Energ Etf (XLE) 1.9 $2.7M 52k 53.11
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 1.4 $2.0M 38k 52.68
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.4 $1.9M 21k 91.21
Ishares Msci Japan Etf (EWJ) 1.2 $1.7M 18k 93.27
Ishares Msci Italy Etf (EWI) 1.1 $1.6M 27k 59.24
Ishares Msci Cda Etf (EWC) 1.1 $1.5M 26k 57.64
Ishares Tr Msci Uk Etf New (EWU) 1.0 $1.5M 32k 46.14
Innovator Etfs Trust Equity Mngd 100 (BFRZ) 1.0 $1.4M 52k 27.03
Fidelity Covington Trust Enha High Yi Etf (FDHY) 0.8 $1.1M 23k 49.03
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.8 $1.1M 24k 47.75
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.7 $1.0M 23k 44.99
Spdr Series Trust St Nuve High Etf (HYMB) 0.6 $867k 34k 25.44
Ishares Tr Rus 1000 Etf (IWB) 0.6 $804k 2.0k 409.50
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.5 $672k 12k 57.88
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $566k 5.7k 98.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $414k 3.3k 124.17
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.3 $407k 14k 29.72
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $314k 2.8k 110.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $295k 1.2k 242.43
Innovator Etfs Trust Power Buffer Set (PSTP) 0.2 $270k 7.3k 36.78
Ishares Tr Core Msci Eafe (IEFA) 0.2 $269k 2.8k 96.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $264k 384.00 686.23
Eli Lilly & Co. (LLY) 0.2 $250k 208.00 1199.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $244k 331.00 736.40
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $238k 4.8k 49.25
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $208k 216.00 965.00