Planwiser Financial, LLC
- SEC CIK
- 0002043741
- 最新申報
- 2026/8/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/8 申報。只含多頭部位。
- 持股檔數
- 47
- 2024 年第 4 季沒有申報
- 總值
- $1.10 億
- 2024 年第 4 季沒有申報
Planwiser Financial, LLC 沒有申報 2024 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 128,743 | $1,184 萬 | 10.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,601 | $1,049 萬 | 9.5% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 232,655 | $664.9 萬 | 6.0% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 127,938 | $587.7 萬 | 5.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,552 | $545.6 萬 | 4.9% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 78,154 | $493.9 萬 | 4.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,638 | $447.7 萬 | 4.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 111,579 | $427.9 萬 | 3.9% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 75,820 | $368.0 萬 | 3.3% | – | – | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 82,344 | $337.9 萬 | 3.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 74,478 | $299.0 萬 | 2.7% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 91,047 | $298.2 萬 | 2.7% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 48,080 | $297.1 萬 | 2.7% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 57,874 | $283.9 萬 | 2.6% | – | – | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 63,972 | $283.5 萬 | 2.6% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 56,248 | $271.6 萬 | 2.5% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 49,830 | $253.0 萬 | 2.3% | – | – | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 102,204 | $241.2 萬 | 2.2% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 87,222 | $227.6 萬 | 2.1% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 26,650 | $215.2 萬 | 1.9% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 22,020 | $214.6 萬 | 1.9% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 43,133 | $213.3 萬 | 1.9% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10,648 | $212.0 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,222 | $136.9 萬 | 1.2% | – | – | – |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 22,346 | $128.2 萬 | 1.2% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 21,245 | $110.8 萬 | 1.0% | – | – | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 26,628 | $107.7 萬 | 1.0% | – | – | – |
| iShares Inc46434G830 | MSCI ITALY ETF | 23,782 | $107.0 萬 | 1.0% | – | – | – |
| iShares Inc464286509 | MSCI CDA ETF | 24,793 | $106.3 萬 | 1.0% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 14,718 | $105.9 萬 | 1.0% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 21,395 | $101.9 萬 | 0.9% | – | – | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 22,611 | $101.2 萬 | 0.9% | – | – | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 16,580 | $87.7 萬 | 0.8% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,352 | $72.5 萬 | 0.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,120 | $60.1 萬 | 0.5% | – | – | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 9,952 | $52.4 萬 | 0.5% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 8,438 | $49.9 萬 | 0.5% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,565 | $45.8 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,025 | $38.2 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 14,532 | $36.3 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,027 | $32.1 萬 | 0.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,245 | $27.8 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,471 | $27.1 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 7,691 | $24.3 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 443 | $22.8 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 10,006 | $20.8 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 426 | $20.6 萬 | 0.2% | – | – | – |