PLANWISER FINANCIAL, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$117.2B
Holdings
44
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 20,005 | $12.8B | 10.92% | |
| 2 | AVUSAMERICAN CENTY ETF TR | 115,043 | $12.0B | 10.22% | |
| 3 | SPDWSPDR INDEX SHS FDS | 167,471 | $6.8B | 5.80% | |
| 4 | DFAIDIMENSIONAL ETF TRUST | 196,158 | $6.8B | 5.80% | |
| 5 | VTVVANGUARD INDEX FDS | 35,869 | $6.4B | 5.50% | |
| 6 | AVLVAMERICAN CENTY ETF TR | 76,960 | $5.4B | 4.61% | |
| 7 | VUGVANGUARD INDEX FDS | 11,864 | $5.4B | 4.61% | |
| 8 | SPTISPDR SERIES TRUST | 181,517 | $5.2B | 4.42% | |
| 9 | IGIBISHARES TR | 60,912 | $3.2B | 2.76% | |
| 10 | AVIGAMERICAN CENTY ETF TR | 74,854 | $3.1B | 2.64% | |
| 11 | VMBSVANGUARD SCOTTSDALE FDS | 66,933 | $3.1B | 2.62% | |
| 12 | XLKSELECT SECTOR SPDR TR | 11,582 | $3.1B | 2.61% | |
| 13 | XLCSELECT SECTOR SPDR TR | 28,538 | $3.1B | 2.61% | |
| 14 | XLYSELECT SECTOR SPDR TR | 13,440 | $3.0B | 2.59% | |
| 15 | XLFSELECT SECTOR SPDR TR | 56,871 | $3.0B | 2.57% | |
| 16 | HGERHARBOR ETF TRUST | 115,079 | $2.9B | 2.43% | |
| 17 | VTEBVANGUARD MUN BD FDS | 54,168 | $2.6B | 2.24% | |
| 18 | SCHMSCHWAB STRATEGIC TR | 84,584 | $2.5B | 2.09% | |
| 19 | SPEMSPDR INDEX SHS FDS | 54,968 | $2.4B | 2.04% | |
| 20 | ILTBISHARES TR | 48,739 | $2.4B | 2.02% | |
| 21 | ICVTISHARES TR | 25,032 | $2.3B | 1.98% | |
| 22 | BUFFINNOVATOR ETFS TRUST | 45,422 | $2.2B | 1.85% | |
| 23 | EWCISHARES INC | 32,994 | $1.5B | 1.31% | |
| 24 | VBVANGUARD INDEX FDS | 6,232 | $1.5B | 1.31% | |
| 25 | SPHYSPDR SERIES TRUST | 64,154 | $1.5B | 1.30% | |
| 26 | EWIISHARES INC | 31,112 | $1.5B | 1.29% | |
| 27 | EWQISHARES INC | 34,271 | $1.5B | 1.25% | |
| 28 | EWGISHARES INC | 35,129 | $1.5B | 1.25% | |
| 29 | TMFCRBB FD INC | 21,918 | $1.5B | 1.24% | |
| 30 | FDHYFIDELITY COVINGTON TRUST | 19,949 | $978.5M | 0.83% | |
| 31 | AGGISHARES TR | 8,533 | $838.9M | 0.72% | |
| 32 | IWBISHARES TR | 2,153 | $753.7M | 0.64% | |
| 33 | AVEMAMERICAN CENTY ETF TR | 8,606 | $601.6M | 0.51% | |
| 34 | DFASDIMENSIONAL ETF TRUST | 8,290 | $546.5M | 0.47% | |
| 35 | FLQMFRANKLIN TEMPLETON ETF TR | 9,728 | $538.3M | 0.46% | |
| 36 | BUFDFIRST TR EXCHNG TRADED FD VI | 16,779 | $452.2M | 0.39% | |
| 37 | HYMBSPDR SERIES TRUST | 17,756 | $430.4M | 0.37% | |
| 38 | IWFISHARES TR | 905 | $399.5M | 0.34% | |
| 39 | PSTPINNOVATOR ETFS TRUST | 8,875 | $301.3M | 0.26% | |
| 40 | IWRISHARES TR | 3,157 | $299.6M | 0.26% | |
| 41 | IWDISHARES TR | 1,471 | $291.6M | 0.25% | |
| 42 | AQLTISHARES TR | 2,952 | $246.2M | 0.21% | |
| 43 | NDQINVESCO QQQ TR | 426 | $242.0M | 0.21% | |
| 44 | VOOVANGUARD INDEX FDS | 388 | $227.0M | 0.19% |