Planwiser Financial, LLC Top Holdings and 13F Report (2025) About Planwiser Financial, LLCInvestment ActivityPlanwiser Financial, LLC has $117.25 million in total holdings as of March 31, 2025.Planwiser Financial, LLC owns shares of 44 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 19.43% of the portfolio was purchased this quarter.About 20.51% of the portfolio was sold this quarter.This quarter, Planwiser Financial, LLC has purchased 47 new stocks and bought additional shares in 17 stocks.Planwiser Financial, LLC sold shares of 20 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $12,801,583Avantis U.S. Equity ETF $11,981,719SPDR Portfolio Developed World ex-US ETF $6,804,362Dimensional International Core Equity Market ETF $6,800,793Vanguard Value ETF $6,447,060 Largest New Holdings this Quarter 81369Y803 - Technology Select Sector SPDR Fund $3,058,575 Holding46435G102 - iShares Convertible Bond ETF $2,322,062 Holding78468R606 - SPDR Portfolio High Yield Bond ETF $1,522,375 Holding464286707 - iShares MSCI France ETF $1,466,799 Holding316092618 - Fidelity High Yield Factor ETF $978,498 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 105,111 shares (about $3.64M)Technology Select Sector SPDR Fund 11,582 shares (about $3.06M)iShares Convertible Bond ETF 25,032 shares (about $2.32M)SPDR Portfolio Developed World ex-US ETF 55,892 shares (about $2.27M)iShares 5-10 Year Investment Grade Corporate Bond ETF 39,667 shares (about $2.10M) Largest Sales this Quarter Vanguard Mortgage-Backed Securities ETF 61,005 shares (about $2.80M)Avantis Emerging Markets Equity ETF 39,474 shares (about $2.76M)SPDR Portfolio Intermediate Term Treasury ETF 51,138 shares (about $1.46M)Avantis U.S. Equity ETF 13,700 shares (about $1.43M)iShares Core 10+ Year USD Bond ETF 27,081 shares (about $1.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanwiser Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$12,801,583$898,447 ▲7.5%20,00510.9%ETFAVUSAvantis U.S. Equity ETF$11,981,719$1,426,854 ▼-10.6%115,04310.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,804,362$2,270,897 ▲50.1%167,4715.8%ETFDFAIDimensional International Core Equity Market ETF$6,800,793$3,644,196 ▲115.4%196,1585.8%ETFVTVVanguard Value ETF$6,447,060$596,194 ▲10.2%35,8695.5%ETFAVLVAvantis U.S. Large Cap Value ETF$5,409,525$83,926 ▼-1.5%76,9604.6%ETFVUGVanguard Growth ETF$5,409,432$103,045 ▲1.9%11,8644.6%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$5,178,689$1,458,970 ▼-22.0%181,5174.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,230,769$2,103,935 ▲186.7%60,9122.8%ManufacturingAVIGAvantis Core Fixed Income ETF$3,091,845$309,375 ▼-9.1%74,8542.6%ETFVMBSVanguard Mortgage-Backed Securities ETF$3,075,568$2,803,177 ▼-47.7%66,9332.6%ETFXLKTechnology Select Sector SPDR Fund$3,058,575$3,058,575 ▲New Holding11,5822.6%ETFXLCCommunication Services Select Sector SPDR Fund$3,054,708$697,687 ▲29.6%28,5382.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,039,859$631,495 ▲26.2%13,4402.6%FinanceXLFFinancial Select Sector SPDR Fund$3,018,144$729,076 ▲31.9%56,8712.6%ETFHARBOR ETF TRUST$2,853,959$319,300 ▲12.6%115,0792.4%HARBOR COMMODITYVTEBVanguard Tax-Exempt Bond ETF$2,630,398$179,963 ▼-6.4%54,1682.2%ETFSCHMSchwab U.S. Mid-Cap ETF$2,455,483$76,581 ▼-3.0%84,5842.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,393,836$849,653 ▼-26.2%54,9682.0%ETFILTBiShares Core 10+ Year USD Bond ETF$2,371,642$1,317,763 ▼-35.7%48,7392.0%ETFICVTiShares Convertible Bond ETF$2,322,062$2,322,062 ▲New Holding25,0322.0%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$2,168,901$885,763 ▼-29.0%45,4221.8%ETFEWCiShares MSCI Canada ETF$1,541,480$383,151 ▲33.1%32,9941.3%ETFVBVanguard Small-Cap ETF$1,531,261$2,457 ▲0.2%6,2321.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,522,375$1,522,375 ▲New Holding64,1541.3%ETFEWIiShares MSCI Italy ETF$1,517,643$357,557 ▲30.8%31,1121.3%ETFEWQiShares MSCI France ETF$1,466,799$1,466,799 ▲New Holding34,2711.3%ETFEWGiShares MSCI Germany ETF$1,463,825$354,237 ▲31.9%35,1291.2%ETFTMFCMotley Fool 100 Index ETF$1,456,889$28,449 ▼-1.9%21,9181.2%ETFFDHYFidelity High Yield Factor ETF$978,498$978,498 ▲New Holding19,9490.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$838,928$237,236 ▲39.4%8,5330.7%FinanceIWBiShares Russell 1000 ETF$753,701$69,664 ▼-8.5%2,1530.6%ETFAVEMAvantis Emerging Markets Equity ETF$601,626$2,759,538 ▼-82.1%8,6060.5%ETFDFASDimensional U.S. Small Cap ETF$546,542$9,757 ▼-1.8%8,2900.5%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$538,343$12,396 ▼-2.3%9,7280.5%ETFBUFDFT Vest Laddered Deep Buffer ETF$452,194$60,557 ▲15.5%16,7790.4%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$430,405$19,610 ▼-4.4%17,7560.4%ETFIWFiShares Russell 1000 Growth ETF$399,476$52,969 ▼-11.7%9050.3%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$301,307$40,197 ▲15.4%8,8750.3%ETFIWRiShares Russell Mid-Cap ETF$299,631$8,352 ▼-2.7%3,1570.3%ETFIWDiShares Russell 1000 Value ETF$291,5520.0%1,4710.2%ETFIEFAiShares Core MSCI EAFE ETF$246,226$89,666 ▼-26.7%2,9520.2%ETFQQQInvesco QQQ$242,0280.0%4260.2%FinanceVOOVanguard S&P 500 ETF$226,957$32,172 ▼-12.4%3880.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$0$2,716,230 ▼-100.0%00.0%ManufacturingIAGGiShares Core International Aggregate Bond ETF$0$2,530,367 ▼-100.0%00.0%ETFXLUUtilities Select Sector SPDR Fund$0$2,151,988 ▼-100.0%00.0%ETFEWJiShares MSCI Japan ETF$0$1,059,402 ▼-100.0%00.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$0$1,019,472 ▼-100.0%00.0%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$0$1,011,616 ▼-100.0%00.0%ETFDIMENSIONAL ETF TRUST$0$876,916 ▼-100.0%00.0%GLOBAL EX US CORBKLNInvesco Senior Loan ETF$0$208,231 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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