The Analysis of PLANWISER FINANCIAL, LLC's Holdings
Currently, PLANWISER FINANCIAL, LLC holds 48 types of securities in its portfolio with a total value $125.9M. In the most recent quarter, they have increased their positions in VWOB (+59.0K shares, valued at $4.0M), BKLN (+141.5K shares, valued at $3.0M), AVEM (+34.4K shares, valued at $2.7M); decreased their positions in DFAI (-102.5K shares, valued at $3.8M), SPDW (-51.0K shares, valued at $2.2M), ILTB (-43.5K shares, valued at $2.2M); initiated new positions in VWOB (+59.0K shares, valued at $4.0M), BKLN (+141.5K shares, valued at $3.0M), EWJ (+15.5K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR122.0K shares6.01%2025-09-302025-11-13
IVV ISHARES TR18.7K shares-6.54%2025-09-302025-11-13 VTV VANGUARD INDEX FDS33.5K shares-6.56%2025-09-302025-11-13 VUG VANGUARD INDEX FDS11.3K shares-4.41%2025-09-302025-11-13 AVLV AMERICAN CENTY ETF TR77.8K shares1.06%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS116.4K shares-30.47%2025-09-302025-11-13 IGIB ISHARES TR93.2K shares52.98%2025-09-302025-11-13 ICVT ISHARES TR39.7K shares58.79%2025-09-302025-11-13 VWOB VANGUARD WHITEHALL FDS59.0K sharesnew addition2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS73.8K shares34.35%2025-09-302025-11-13 AVIG AMERICAN CENTY ETF TR82.7K shares10.43%2025-09-302025-11-13 DFAI DIMENSIONAL ETF TRUST93.7K shares-52.24%2025-09-302025-11-13 AVEM AMERICAN CENTY ETF TR43.0K shares399.94%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS68.0K shares1.60%2025-09-302025-11-13 SPHY SPDR SERIES TRUST132.9K shares107.13%2025-09-302025-11-13 SPTI SPDR SERIES TRUST108.1K shares-40.46%2025-09-302025-11-13 BKLN INVESCO EXCH TRADED FD TR II141.5K sharesnew addition2025-09-302025-11-13 VTEB VANGUARD MUN BD FDS58.8K shares8.53%2025-09-302025-11-13 HGER HARBOR ETF TRUST109.6K shares-4.78%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR8.8K shares-23.78%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR10.4K shares-22.58%2025-09-302025-11-13 SCHM SCHWAB STRATEGIC TR84.9K shares0.42%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR47.0K shares-17.39%2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR21.2K shares-25.84%2025-09-302025-11-13 BUFF INNOVATOR ETFS TRUST38.7K shares-14.80%2025-09-302025-11-13 TMFC RBB FD INC21.2K shares-3.06%2025-09-302025-11-13 VB VANGUARD INDEX FDS6.0K shares-3.24%2025-09-302025-11-13 EWJ ISHARES INC15.5K sharesnew addition2025-09-302025-11-13 BFRZ INNOVATOR ETFS TRUST47.7K sharesnew addition2025-09-302025-11-13 EWC ISHARES INC25.1K shares-23.80%2025-09-302025-11-13 EWG ISHARES INC30.1K shares-14.36%2025-09-302025-11-13 EWQ ISHARES INC26.6K shares-22.34%2025-09-302025-11-13 FDHY FIDELITY COVINGTON TRUST20.6K shares3.06%2025-09-302025-11-13 FTSL FIRST TR EXCHANGE-TRADED FD20.6K sharesnew addition2025-09-302025-11-13 IWB ISHARES TR2.1K shares-0.74%2025-09-302025-11-13 FLQM FRANKLIN TEMPLETON ETF TR13.4K shares37.53%2025-09-302025-11-13 AGG ISHARES TR6.1K shares-28.47%2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST8.3K shares0.55%2025-09-302025-11-13 HYMB SPDR SERIES TRUST19.9K shares12.27%2025-09-302025-11-13 BUFD FIRST TR EXCHNG TRADED FD VI17.0K shares1.48%2025-09-302025-11-13 IWF ISHARES TR895 shares-1.10%2025-09-302025-11-13 PSTP INNOVATOR ETFS TRUST9.0K shares1.63%2025-09-302025-11-13 IWD ISHARES TR1.5K shares0.00%2025-09-302025-11-13 IWR ISHARES TR3.1K shares-2.60%2025-09-302025-11-13 QQQ INVESCO QQQ TR426 shares0.00%2025-09-302025-11-13 ILTB ISHARES TR5.2K shares-89.33%2025-09-302025-11-13 IEFA ISHARES TR2.9K shares-0.75%2025-09-302025-11-13 VOO VANGUARD INDEX FDS384 shares-1.03%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available