Planwiser Financial, LLC
- SEC CIK
- 0002043741
- Latest filing
- Aug 7, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 8, 2025. Long positions only.
- Positions
- 47
- No filing for Q4 2024
- Portfolio value
- $110.4M
- No filing for Q4 2024
Planwiser Financial, LLC did not file a 13F for Q4 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 128,743 | $11.8M | 10.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,601 | $10.5M | 9.5% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 232,655 | $6.65M | 6.0% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 127,938 | $5.88M | 5.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,552 | $5.46M | 4.9% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 78,154 | $4.94M | 4.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,638 | $4.48M | 4.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 111,579 | $4.28M | 3.9% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 75,820 | $3.68M | 3.3% | – | – | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 82,344 | $3.38M | 3.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 74,478 | $2.99M | 2.7% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 91,047 | $2.98M | 2.7% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 48,080 | $2.97M | 2.7% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 57,874 | $2.84M | 2.6% | – | – | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 63,972 | $2.84M | 2.6% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 56,248 | $2.72M | 2.5% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 49,830 | $2.53M | 2.3% | – | – | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 102,204 | $2.41M | 2.2% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 87,222 | $2.28M | 2.1% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 26,650 | $2.15M | 1.9% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 22,020 | $2.15M | 1.9% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 43,133 | $2.13M | 1.9% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10,648 | $2.12M | 1.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,222 | $1.37M | 1.2% | – | – | – |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 22,346 | $1.28M | 1.2% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 21,245 | $1.11M | 1.0% | – | – | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 26,628 | $1.08M | 1.0% | – | – | – |
| iShares Inc46434G830 | MSCI ITALY ETF | 23,782 | $1.07M | 1.0% | – | – | – |
| iShares Inc464286509 | MSCI CDA ETF | 24,793 | $1.06M | 1.0% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 14,718 | $1.06M | 1.0% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 21,395 | $1.02M | 0.9% | – | – | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 22,611 | $1.01M | 0.9% | – | – | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 16,580 | $876.9K | 0.8% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,352 | $725.1K | 0.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,120 | $600.8K | 0.5% | – | – | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 9,952 | $523.8K | 0.5% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 8,438 | $498.8K | 0.5% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,565 | $458.0K | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,025 | $381.8K | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 14,532 | $362.9K | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,027 | $321.0K | 0.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,245 | $277.6K | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,471 | $270.5K | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 7,691 | $242.6K | 0.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 443 | $228.4K | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 10,006 | $208.2K | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 426 | $205.9K | 0.2% | – | – | – |