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The Analysis of PLANWISER FINANCIAL, LLC's Holdings & P&L

Currently, PLANWISER FINANCIAL, LLC holds 47 types of securities in its portfolio with a total value $138.1M. In the most recent quarter, they have increased their positions in AVUS (+127.5K shares, valued at $15.1M), VUG (+15.9K shares, valued at $7.7M), SPDW (+156.9K shares, valued at $7.7M); decreased their positions in N/A (-11.1K shares, valued at $7.1M); initiated new positions in AVUS (+127.5K shares, valued at $15.1M), VUG (+15.9K shares, valued at $7.7M), SPDW (+156.9K shares, valued at $7.7M).

1M P&L

+3.9M+2.74%

3M P&L

+4.7M+3.36%

HY P&L

+13.0M+9.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A131.8M

98.9%

2Auto Manufacturers495.6K

0.4%

3Semiconductors485.1K

0.4%

Top Industries by Stock Count

1N/A50 stocks

92.6%

2Consumer Electronics1 stocks

1.9%

3Software - Infrastructure1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR127.5K sharesnew addition2026-03-312026-05-12

IVV ISHARES TR19.4K shares125.18%2026-03-312026-05-12

VUG VANGUARD INDEX FDS15.9K sharesnew addition2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS156.9K sharesnew addition2026-03-312026-05-12

SPTI SPDR SERIES TRUST255.3K sharesnew addition2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST165.4K sharesnew addition2026-03-312026-05-12

VMBS VANGUARD SCOTTSDALE FDS139.7K sharesnew addition2026-03-312026-05-12

TMFC RBB FD INC87.6K sharesnew addition2026-03-312026-05-12

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IGIB ISHARES TR100.1K sharesnew addition2026-03-312026-05-12

VWOB VANGUARD WHITEHALL FDS65.7K sharesnew addition2026-03-312026-05-12

VTV VANGUARD INDEX FDS19.9K sharesnew addition2026-03-312026-05-12

AVIG AMERICAN CENTY ETF TR88.9K sharesnew addition2026-03-312026-05-12

ISTB ISHARES TR68.7K sharesnew addition2026-03-312026-05-12

HGER HARBOR ETF TRUST101.6K sharesnew addition2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR92.7K sharesnew addition2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS60.6K sharesnew addition2026-03-312026-05-12

Sponsored

XLK SELECT SECTOR SPDR TR20.2K sharesnew addition2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR25.3K sharesnew addition2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR17.3K sharesnew addition2026-03-312026-05-12

SPEM SPDR INDEX SHS FDS51.1K sharesnew addition2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR46.0K sharesnew addition2026-03-312026-05-12

BUFF INNOVATOR ETFS TRUST38.1K sharesnew addition2026-03-312026-05-12

AVLV AMERICAN CENTY ETF TR21.5K sharesnew addition2026-03-312026-05-12

VB VANGUARD INDEX FDS6.4K sharesnew addition2026-03-312026-05-12

Sponsored

EWJ ISHARES INC17.7K sharesnew addition2026-03-312026-05-12

EWI ISHARES INC27.0K sharesnew addition2026-03-312026-05-12

EWC ISHARES INC25.9K sharesnew addition2026-03-312026-05-12

EWU ISHARES TR30.5K sharesnew addition2026-03-312026-05-12

BFRZ INNOVATOR ETFS TRUST50.3K sharesnew addition2026-03-312026-05-12

DFSD DIMENSIONAL ETF TRUST22.3K sharesnew addition2026-03-312026-05-12

JMBS JANUS DETROIT STR TR21.9K sharesnew addition2026-03-312026-05-12

HYMB SPDR SERIES TRUST33.6K sharesnew addition2026-03-312026-05-12

Sponsored

IWB ISHARES TR2.1K sharesnew addition2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR8.7K sharesnew addition2026-03-312026-05-12

AGG ISHARES TR7.3K sharesnew addition2026-03-312026-05-12

FLQM FRANKLIN TEMPLETON ETF TR11.7K sharesnew addition2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST8.6K sharesnew addition2026-03-312026-05-12

IWF ISHARES TR871 sharesnew addition2026-03-312026-05-12

BUFD FIRST TR EXCHNG TRADED FD VI13.7K sharesnew addition2026-03-312026-05-12

IEFA ISHARES TR3.9K sharesnew addition2026-03-312026-05-12

Sponsored

SPHY SPDR SERIES TRUST13.5K sharesnew addition2026-03-312026-05-12

ILTB ISHARES TR6.1K sharesnew addition2026-03-312026-05-12

IWR ISHARES TR2.8K sharesnew addition2026-03-312026-05-12

IWD ISHARES TR1.2K sharesnew addition2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR426 shares-96.31%2026-03-312026-05-12

PSTP INNOVATOR ETFS TRUST7.4K sharesnew addition2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS384 sharesnew addition2026-03-312026-05-12

AVUS

AMERICAN CENTY ETF TR

New

Shares127.5K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

125.18%

Shares19.4K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

New

Shares15.9K

Event2026-03-31

Filed2026-05-12

SPDW

SPDR INDEX SHS FDS

New

Shares156.9K

Event2026-03-31

Filed2026-05-12

SPTI

SPDR SERIES TRUST

New

Shares255.3K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

New

Shares165.4K

Event2026-03-31

Filed2026-05-12

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares139.7K

Event2026-03-31

Filed2026-05-12

TMFC

RBB FD INC

New

Shares87.6K

Event2026-03-31

Filed2026-05-12

IGIB

ISHARES TR

New

Shares100.1K

Event2026-03-31

Filed2026-05-12

VWOB

VANGUARD WHITEHALL FDS

New

Shares65.7K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

New

Shares19.9K

Event2026-03-31

Filed2026-05-12

AVIG

AMERICAN CENTY ETF TR

New

Shares88.9K

Event2026-03-31

Filed2026-05-12

ISTB

ISHARES TR

New

Shares68.7K

Event2026-03-31

Filed2026-05-12

HGER

HARBOR ETF TRUST

New

Shares101.6K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

New

Shares92.7K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

New

Shares60.6K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

New

Shares20.2K

Event2026-03-31

Filed2026-05-12

XLC

SELECT SECTOR SPDR TR

New

Shares25.3K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

New

Shares17.3K

Event2026-03-31

Filed2026-05-12

SPEM

SPDR INDEX SHS FDS

New

Shares51.1K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

New

Shares46.0K

Event2026-03-31

Filed2026-05-12

BUFF

INNOVATOR ETFS TRUST

New

Shares38.1K

Event2026-03-31

Filed2026-05-12

AVLV

AMERICAN CENTY ETF TR

New

Shares21.5K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

New

Shares6.4K

Event2026-03-31

Filed2026-05-12

EWJ

ISHARES INC

New

Shares17.7K

Event2026-03-31

Filed2026-05-12

EWI

ISHARES INC

New

Shares27.0K

Event2026-03-31

Filed2026-05-12

EWC

ISHARES INC

New

Shares25.9K

Event2026-03-31

Filed2026-05-12

EWU

ISHARES TR

New

Shares30.5K

Event2026-03-31

Filed2026-05-12

BFRZ

INNOVATOR ETFS TRUST

New

Shares50.3K

Event2026-03-31

Filed2026-05-12

DFSD

DIMENSIONAL ETF TRUST

New

Shares22.3K

Event2026-03-31

Filed2026-05-12

JMBS

JANUS DETROIT STR TR

New

Shares21.9K

Event2026-03-31

Filed2026-05-12

HYMB

SPDR SERIES TRUST

New

Shares33.6K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

AVEM

AMERICAN CENTY ETF TR

New

Shares8.7K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

New

Shares7.3K

Event2026-03-31

Filed2026-05-12

FLQM

FRANKLIN TEMPLETON ETF TR

New

Shares11.7K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

New

Shares8.6K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

New

Shares871

Event2026-03-31

Filed2026-05-12

BUFD

FIRST TR EXCHNG TRADED FD VI

New

Shares13.7K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

New

Shares3.9K

Event2026-03-31

Filed2026-05-12

SPHY

SPDR SERIES TRUST

New

Shares13.5K

Event2026-03-31

Filed2026-05-12

ILTB

ISHARES TR

New

Shares6.1K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-96.31%

Shares426

Event2026-03-31

Filed2026-05-12

PSTP

INNOVATOR ETFS TRUST

New

Shares7.4K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

New

Shares384

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available