Planwiser Financial, LLC Top Holdings and 13F Report (2025) About Planwiser Financial, LLCInvestment ActivityPlanwiser Financial, LLC has $138.13 million in total holdings as of March 31, 2025.Planwiser Financial, LLC owns shares of 47 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 20.52% of the portfolio was purchased this quarter.About 19.98% of the portfolio was sold this quarter.This quarter, Planwiser Financial, LLC has purchased 47 new stocks and bought additional shares in 14 stocks.Planwiser Financial, LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $15,137,068iShares Core S&P 500 ETF $13,672,797Vanguard Growth ETF $7,702,877SPDR Portfolio Developed World ex-US ETF $7,669,619SPDR Portfolio Intermediate Term Treasury ETF $7,319,838 Largest New Holdings this Quarter 46432F859 - iShares Core 1-5 Year USD Bond ETF $3,333,774 Holding81369Y506 - Energy Select Sector SPDR Fund $2,565,350 Holding46434G822 - iShares MSCI Japan ETF $1,573,243 Holding25434V864 - Dimensional Short-Duration Fixed Income ETF $1,071,939 Holding Largest Purchases this Quarter Motley Fool 100 Index ETF 66,148 shares (about $4.78M)SPDR Portfolio Intermediate Term Treasury ETF 146,112 shares (about $4.19M)iShares 5-10 Year Investment Grade Corporate Bond ETF 77,766 shares (about $4.17M)iShares Core 1-5 Year USD Bond ETF 68,709 shares (about $3.33M)Energy Select Sector SPDR Fund 46,007 shares (about $2.57M) Largest Sales this Quarter Avantis U.S. Large Cap Value ETF 57,938 shares (about $4.89M)Vanguard Value ETF 12,684 shares (about $2.56M)iShares Core 10+ Year USD Bond ETF 48,008 shares (about $2.37M)iShares Core U.S. Aggregate Bond ETF 14,392 shares (about $1.43M)iShares Core S&P 500 ETF 1,921 shares (about $1.35M) 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 PortfolioSectorAVUSAvantis U.S. Equity ETF$15,137,068$278,731 â–²1.9%127,51311.0%ETFIVViShares Core S&P 500 ETF$13,672,797$1,350,825 â–¼-9.0%19,4449.9%ETFVUGVanguard Growth ETF$7,702,877$1,779,903 â–²30.1%15,8615.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,669,619$781,445 â–¼-9.2%156,9075.6%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$7,319,838$4,189,039 â–²133.8%255,3135.3%ETFDFAIDimensional International Core Equity Market ETF$6,836,726$38,272 â–¼-0.6%165,4184.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$6,582,173$1,824,999 â–²38.4%139,6904.8%ETFTMFCMotley Fool 100 Index ETF$6,327,464$4,775,886 â–²307.8%87,6384.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,366,798$4,167,460 â–²347.5%100,1463.9%ManufacturingVWOBVanguard Emerging Markets Government Bond ETF$4,418,982$1,863,842 â–²72.9%65,7003.2%ETFVTVVanguard Value ETF$4,026,787$2,562,629 â–¼-38.9%19,9312.9%ETFAVIGAvantis Core Fixed Income ETF$3,714,481$843,378 â–¼-18.5%88,9272.7%ETFISTBiShares Core 1-5 Year USD Bond ETF$3,333,774$3,333,774 â–²New Holding68,7092.4%ManufacturingHARBOR ETF TRUST$3,172,576$1,092,731 â–¼-25.6%101,6202.3%HARBOR COMMODITYSCHMSchwab U.S. Mid-Cap ETF$3,060,319$51,414 â–¼-1.7%92,7372.2%ETFVTEBVanguard Tax-Exempt Bond ETF$3,044,650$16,385 â–²0.5%60,5782.2%ETFXLKTechnology Select Sector SPDR Fund$3,037,713$625,248 â–¼-17.1%20,2112.2%ETFXLCCommunication Services Select Sector SPDR Fund$2,964,044$618,252 â–¼-17.3%25,2562.1%ETFXLIIndustrial Select Sector SPDR Fund$2,954,396$955,869 â–¼-24.4%17,2592.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,575,900$230,004 â–¼-8.2%51,0581.9%ETFXLEEnergy Select Sector SPDR Fund$2,565,350$2,565,350 â–²New Holding46,0071.9%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$1,949,571$365,855 â–²23.1%38,0851.4%ETFAVLVAvantis U.S. Large Cap Value ETF$1,816,506$4,885,333 â–¼-72.9%21,5431.3%ETFVBVanguard Small-Cap ETF$1,785,104$102,125 â–¼-5.4%6,4151.3%ETFEWJiShares MSCI Japan ETF$1,573,243$1,573,243 â–²New Holding17,6631.1%ETFEWIiShares MSCI Italy ETF$1,570,723$359,032 â–¼-18.6%26,9931.1%ETFEWCiShares MSCI Canada ETF$1,503,352$432,398 â–¼-22.3%25,9021.1%ETFEWUiShares MSCI United Kingdom ETF$1,456,848$466,002 â–¼-24.2%30,4781.1%ETFINNOVATOR ETFS TRUST$1,325,064$425,687 â–²47.3%50,2681.0%EQUITY MNGD 100DFSDDimensional Short-Duration Fixed Income ETF$1,071,939$1,071,939 â–²New Holding22,2810.8%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$998,950$18,472 â–²1.9%21,9020.7%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$843,290$24,052 â–²2.9%33,6240.6%ETFIWBiShares Russell 1000 ETF$809,955$15,333 â–¼-1.9%2,1130.6%ETFAVEMAvantis Emerging Markets Equity ETF$761,836$3,162 â–¼-0.4%8,6730.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$728,789$1,433,670 â–¼-66.3%7,3160.5%FinanceFLQMFranklin U.S. Mid Cap Multifactor Index ETF$660,755$26,371 â–²4.2%11,7010.5%ETFDFASDimensional U.S. Small Cap ETF$650,160$3,010 â–¼-0.5%8,6400.5%ETFIWFiShares Russell 1000 Growth ETF$408,4210.0%8710.3%ETFBUFDFT Vest Laddered Deep Buffer ETF$397,339$83,058 â–¼-17.3%13,7440.3%ETFIEFAiShares Core MSCI EAFE ETF$372,798$675 â–¼-0.2%3,8660.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$317,792$42,595 â–²15.5%13,4890.2%ETFILTBiShares Core 10+ Year USD Bond ETF$302,262$2,374,958 â–¼-88.7%6,1100.2%ETFIWRiShares Russell Mid-Cap ETF$291,032$12,476 â–¼-4.1%2,8460.2%ETFIWDiShares Russell 1000 Value ETF$272,6320.0%1,2170.2%ETFQQQInvesco QQQ$271,5320.0%4260.2%FinancePSTPInnovator Power Buffer Step-Up Strategy ETF$263,053$52,418 â–¼-16.6%7,3670.2%ETFVOOVanguard S&P 500 ETF$246,8760.0%3840.2%ETFXLFFinancial Select Sector SPDR Fund$0$3,470,677 â–¼-100.0%00.0%ETFICVTiShares Convertible Bond ETF$0$2,728,011 â–¼-100.0%00.0%ETFEWGiShares MSCI Germany ETF$0$1,816,296 â–¼-100.0%00.0%ETFLLYEli Lilly and Company$0$211,390 â–¼-100.0%00.0%MedicalShowing 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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