Planwiser Financial, LLC
50 holdingsFiling period: 2026-06-30Current AUM: $139.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | American Centy ETF TR | 126.1K | $16.1M | $15.7M | 11.26% | -1,433 | 2026-06-30 |
| 2 | IVV | iShares TR | 19.0K | $14.2M | $14.1M | 10.08% | -421 | 2026-06-30 |
| 3 | VMBS | Vanguard Scottsdale Fds | 146.5K | $6.9M | $6.7M | 4.79% | +6.8K | 2026-06-30 |
| 4 | VUG | Vanguard Index Fds | 77.7K | $6.7M | $6.4M | 4.58% | +61.9K | 2026-06-30 |
| 5 | SPDW | Spdr Index Shs Fds | 132.3K | $6.7M | $6.4M | 4.58% | -24,603 | 2026-06-30 |
| 6 | IGIB | iShares TR | 106.3K | $5.7M | $5.5M | 3.91% | +6.2K | 2026-06-30 |
| 7 | ICVT | iShares TR | 41.0K | $5.0M | $4.2M | 2.99% | -- | 2026-06-30 |
| 8 | VTV | Vanguard Index Fds | 19.3K | $4.2M | $4.3M | 3.10% | -584 | 2026-06-30 |
| 9 | DFAS | Dimensional ETF Trust | 47.7K | $3.9M | $3.7M | 2.66% | +39.0K | 2026-06-30 |
| 10 | DFAI | Dimensional ETF Trust | 92.8K | $3.8M | $3.8M | 2.71% | -72,605 | 2026-06-30 |
| 11 | AVEM | American Centy ETF TR | 39.6K | $3.8M | $3.3M | 2.36% | +30.9K | 2026-06-30 |
| 12 | SPEM | Spdr Index Shs Fds | 73.2K | $3.8M | $3.5M | 2.53% | +22.2K | 2026-06-30 |
| 13 | AVIG | American Centy ETF TR | 90.3K | $3.7M | $3.6M | 2.61% | +1.3K | 2026-06-30 |
| 14 | SPHY | Spdr Series Trust | 157.8K | $3.7M | $3.6M | 2.55% | +144.3K | 2026-06-30 |
| 15 | ISTB | iShares TR | 75.4K | $3.6M | $3.6M | 2.57% | +6.7K | 2026-06-30 |
| 16 | SCHM | Schwab Strategic TR | 91.1K | $3.4M | $3.1M | 2.25% | -1,621 | 2026-06-30 |
| 17 | XLK | Select Sector Spdr TR | 17.1K | $3.3M | $2.8M | 2.02% | -3,115 | 2026-06-30 |
| 18 | XLI | Select Sector Spdr TR | 17.4K | $3.2M | $2.8M | 2.04% | +189 | 2026-06-30 |
| 19 | VB | Vanguard Index Fds | 10.6K | $3.2M | $3.0M | 2.17% | +4.2K | 2026-06-30 |
| 20 | VTEB | Vanguard Mun BD Fds | 62.0K | $3.1M | $3.1M | 2.19% | +1.5K | 2026-06-30 |
| 21 | TMFC | Rbb FD Inc | 40.7K | $3.1M | $3.0M | 2.19% | -46,968 | 2026-06-30 |
| 22 | SPTI | Spdr Series Trust | 108.3K | $3.1M | $3.0M | 2.16% | -147,011 | 2026-06-30 |
| 23 | HGER | Harbor ETF Trust | 104.2K | $3.1M | $3.5M | 2.53% | +2.6K | 2026-06-30 |
| 24 | XLC | Select Sector Spdr TR | 26.0K | $2.8M | $2.7M | 1.95% | +745 | 2026-06-30 |
| 25 | XLE | Select Sector Spdr TR | 51.7K | $2.7M | $3.2M | 2.28% | +5.7K | 2026-06-30 |
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