PF

PLANWISER FINANCIAL, LLC

13F
PLANWISER FINANCIAL, LLC
Last update 2025-05-08 47 Stocks (0 new)
Value $110.00 Mil Turnover 0 %
Countries:
Top Holdings: AVUS(10.72%)IVV(9.50%)SPTI(6.02%)VMBS(5.32%)VTV(4.94%)
Summary Stock Picks Current Portfolio
PLANWISER FINANCIAL, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS
Avantis U.S. Equity ETF
128,743
11,839.2
0%
10.720
0%
0.150
+18.90%
+6.42%
8,878.4
 
IVV
iShares Core S&P 500 ETF
18,601
10,486.7
0%
9.500
0%
0.000
+19.67%
+7.80%
634,518.9
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
232,655
6,649.3
0%
6.020
0%
0.080
+0.85%
+4.19%
8,675.4
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
127,938
5,877.5
0%
5.320
0%
0.030
+1.54%
+3.51%
14,395.4
 
VTV
Vanguard Value ETF
32,552
5,456.1
0%
4.940
0%
0.000
+10.43%
+6.13%
132,881.1
 
AVLV
Avantis U.S. Large Cap Value ETF
78,154
4,939.3
0%
4.470
0%
0.080
+14.51%
+4.21%
7,701.5
 
VUG
Vanguard Growth ETF
11,638
4,476.6
0%
4.050
0%
0.000
+27.48%
+9.52%
167,127.0
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
111,579
4,279.1
0%
3.880
0%
0.020
+12.67%
+19.87%
26,951.4
 
ILTB
iShares Core 10+ Year USD Bond ETF
75,820
3,679.5
0%
3.330
0%
0.610
+1.33%
+1.71%
581.9
 
AVIG
Avantis Core Fixed Income ETF
82,344
3,379.0
0%
3.060
0%
0.310
+1.91%
+3.83%
1,096.1
 

PLANWISER FINANCIAL, LLC's Historical Top Holdings Breakdowns

PLANWISER FINANCIAL, LLC Total Holding History ($B)

To

PLANWISER FINANCIAL, LLC's Asset Allocation

To

PLANWISER FINANCIAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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PLANWISER FINANCIAL, LLC's Hypothetical Growth since 2025-03-31

PLANWISER FINANCIAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PLANWISER FINANCIAL, LLC's Holdings Heat Map

Size field:

PLANWISER FINANCIAL, LLC's Holdings Bubble Chart

PLANWISER FINANCIAL, LLC News

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