PLANWISER FINANCIAL, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$110.4B
Holdings
47
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUSAMERICAN CENTY ETF TR | 128,743 | $11.8B | 10.72% | |
| 2 | IVVISHARES TR | 18,601 | $10.5B | 9.50% | |
| 3 | SPTISPDR SER TR | 232,655 | $6.6B | 6.02% | |
| 4 | VMBSVANGUARD SCOTTSDALE FDS | 127,938 | $5.9B | 5.32% | |
| 5 | VTVVANGUARD INDEX FDS | 32,552 | $5.5B | 4.94% | |
| 6 | AVLVAMERICAN CENTY ETF TR | 78,154 | $4.9B | 4.47% | |
| 7 | VUGVANGUARD INDEX FDS | 11,638 | $4.5B | 4.05% | |
| 8 | SPDWSPDR INDEX SHS FDS | 111,579 | $4.3B | 3.88% | |
| 9 | ILTBISHARES TR | 75,820 | $3.7B | 3.33% | |
| 10 | AVIGAMERICAN CENTY ETF TR | 82,344 | $3.4B | 3.06% | |
| 11 | SPEMSPDR INDEX SHS FDS | 74,478 | $3.0B | 2.71% | |
| 12 | DFAIDIMENSIONAL ETF TRUST | 91,047 | $3.0B | 2.70% | |
| 13 | AVEMAMERICAN CENTY ETF TR | 48,080 | $3.0B | 2.69% | |
| 14 | VTEBVANGUARD MUN BD FDS | 57,874 | $2.8B | 2.57% | |
| 15 | BUFFINNOVATOR ETFS TRUST | 63,972 | $2.8B | 2.57% | |
| 16 | ISTBISHARES TR | 56,248 | $2.7B | 2.46% | |
| 17 | IAGGISHARES TR | 49,830 | $2.5B | 2.29% | |
| 18 | HGERHARBOR ETF TRUST | 102,204 | $2.4B | 2.18% | |
| 19 | SCHMSCHWAB STRATEGIC TR | 87,222 | $2.3B | 2.06% | |
| 20 | XLUSELECT SECTOR SPDR TR | 26,650 | $2.2B | 1.95% | |
| 21 | XLCSELECT SECTOR SPDR TR | 22,020 | $2.1B | 1.94% | |
| 22 | XLFSELECT SECTOR SPDR TR | 43,133 | $2.1B | 1.93% | |
| 23 | XLYSELECT SECTOR SPDR TR | 10,648 | $2.1B | 1.92% | |
| 24 | VBVANGUARD INDEX FDS | 6,222 | $1.4B | 1.24% | |
| 25 | TMFCRBB FD INC | 22,346 | $1.3B | 1.16% | |
| 26 | IGIBISHARES TR | 21,245 | $1.1B | 1.00% | |
| 27 | EWGISHARES INC | 26,628 | $1.1B | 0.98% | |
| 28 | EWIISHARES INC | 23,782 | $1.1B | 0.97% | |
| 29 | EWCISHARES INC | 24,793 | $1.1B | 0.96% | |
| 30 | EWJISHARES INC | 14,718 | $1.1B | 0.96% | |
| 31 | DFSDDIMENSIONAL ETF TRUST | 21,395 | $1.0B | 0.92% | |
| 32 | JMBSJANUS DETROIT STR TR | 22,611 | $1.0B | 0.92% | |
| 33 | DFGXDIMENSIONAL ETF TRUST | 16,580 | $876.9M | 0.79% | |
| 34 | IWBISHARES TR | 2,352 | $725.1M | 0.66% | |
| 35 | AGGISHARES TR | 6,120 | $600.8M | 0.54% | |
| 36 | FLQMFRANKLIN TEMPLETON ETF TR | 9,952 | $523.8M | 0.47% | |
| 37 | DFASDIMENSIONAL ETF TRUST | 8,438 | $498.8M | 0.45% | |
| 38 | HYMBSPDR SER TR | 18,565 | $458.0M | 0.41% | |
| 39 | IWFISHARES TR | 1,025 | $381.8M | 0.35% | |
| 40 | BUFDFIRST TR EXCHNG TRADED FD VI | 14,532 | $362.9M | 0.33% | |
| 41 | AQLTISHARES TR | 4,027 | $321.0M | 0.29% | |
| 42 | IWRISHARES TR | 3,245 | $277.6M | 0.25% | |
| 43 | IWDISHARES TR | 1,471 | $270.5M | 0.25% | |
| 44 | PSTPINNOVATOR ETFS TRUST | 7,691 | $242.6M | 0.22% | |
| 45 | VOOVANGUARD INDEX FDS | 443 | $228.4M | 0.21% | |
| 46 | BKLNINVESCO EXCH TRADED FD TR II | 10,006 | $208.2M | 0.19% | |
| 47 | NDQINVESCO QQQ TR | 426 | $205.9M | 0.19% |