PLANWISER FINANCIAL, LLC
47 holdingsFiling period: 2026-03-31Current AUM: $149.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 127.5K | $15.1M | $17.4M | 11.60% | -- | 2026-03-31 |
| 2 | IVV | ISHARES TR | 19.4K | $13.7M | $15.7M | 10.48% | +10.8K | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 15.9K | $7.7M | $9.0M | 6.02% | -- | 2026-03-31 |
| 4 | SPDW | SPDR INDEX SHS FDS | 156.9K | $7.7M | $8.4M | 5.61% | -- | 2026-03-31 |
| 5 | SPTI | SPDR SERIES TRUST | 255.3K | $7.3M | $7.2M | 4.79% | -- | 2026-03-31 |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 165.4K | $6.8M | $7.4M | 4.93% | -- | 2026-03-31 |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | 139.7K | $6.6M | $6.5M | 4.31% | -- | 2026-03-31 |
| 8 | TMFC | RBB FD INC | 87.6K | $6.3M | $7.4M | 4.95% | -- | 2026-03-31 |
| 9 | IGIB | ISHARES TR | 100.1K | $5.4M | $5.3M | 3.52% | -- | 2026-03-31 |
| 10 | VWOB | VANGUARD WHITEHALL FDS | 65.7K | $4.4M | $4.4M | 2.96% | -- | 2026-03-31 |
| 11 | VTV | VANGUARD INDEX FDS | 19.9K | $4.0M | $4.5M | 3.01% | -- | 2026-03-31 |
| 12 | AVIG | AMERICAN CENTY ETF TR | 88.9K | $3.7M | $3.6M | 2.43% | -- | 2026-03-31 |
| 13 | ISTB | ISHARES TR | 68.7K | $3.3M | $3.3M | 2.21% | -- | 2026-03-31 |
| 14 | HGER | HARBOR ETF TRUST | 101.6K | $3.2M | $3.3M | 2.20% | -- | 2026-03-31 |
| 15 | SCHM | SCHWAB STRATEGIC TR | 92.7K | $3.1M | $3.4M | 2.29% | -- | 2026-03-31 |
| 16 | VTEB | VANGUARD MUN BD FDS | 60.6K | $3.0M | $3.0M | 2.02% | -- | 2026-03-31 |
| 17 | XLK | SELECT SECTOR SPDR TR | 20.2K | $3.0M | $4.0M | 2.67% | -- | 2026-03-31 |
| 18 | XLC | SELECT SECTOR SPDR TR | 25.3K | $3.0M | $2.9M | 1.93% | -- | 2026-03-31 |
| 19 | XLI | SELECT SECTOR SPDR TR | 17.3K | $3.0M | $3.3M | 2.19% | -- | 2026-03-31 |
| 20 | SPEM | SPDR INDEX SHS FDS | 51.1K | $2.6M | $2.8M | 1.87% | -- | 2026-03-31 |
| 21 | XLE | SELECT SECTOR SPDR TR | 46.0K | $2.6M | $2.5M | 1.66% | -- | 2026-03-31 |
| 22 | BUFF | INNOVATOR ETFS TRUST | 38.1K | $1.9M | $2.1M | 1.39% | -- | 2026-03-31 |
| 23 | AVLV | AMERICAN CENTY ETF TR | 21.5K | $1.8M | $2.1M | 1.39% | -- | 2026-03-31 |
| 24 | VB | VANGUARD INDEX FDS | 6.4K | $1.8M | $2.0M | 1.34% | -- | 2026-03-31 |
| 25 | EWJ | ISHARES INC | 17.7K | $1.6M | $1.7M | 1.15% | -- | 2026-03-31 |
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