PLANWISER FINANCIAL, LLC 13F Holdings
CIK 0002043741 · COLORADO SPRINGS, CO
As of Sep 30, 2025, PLANWISER FINANCIAL, LLC reported 48 positions worth
CIK 0002043741 · COLORADO SPRINGS, CO
As of Sep 30, 2025, PLANWISER FINANCIAL, LLC reported 48 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF | AVUS | — | 121,956 | 3.5M | 10.70% |
| ISHARES CORE S&P 500 ETF | IVV | — | 18,696 | 2.8M | 10.20% |
| VANGUARD VALUE INDEX FUND | VTV | — | 33,516 | $6.2M | 4.92% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 11,341 | $5.7M | 4.52% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 77,773 | $5.7M | 4.49% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 116,441 | $5.1M | 4.03% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 93,182 | $5.0M | 3.98% |
| ISHARES CONVERTIBLE BOND ETF | ICVT | — | 39,749 | $4.1M | 3.27% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 58,997 | $4.0M | 3.16% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 73,849 | $3.5M | 2.80% |
| AMERICAN CENTY ETF TR | AVIG | — | 82,663 | $3.5M | 2.75% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 93,693 | $3.4M | 2.72% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 43,025 | $3.4M | 2.67% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 68,003 | $3.2M | 2.54% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 132,882 | $3.1M | 2.49% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 108,067 | $3.1M | 2.48% |
| INVESCO SENIOR LOAN ETF | BKLN | — | 141,534 | $3.0M | 2.35% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 58,791 | $3.0M | 2.35% |
| HARBOR ETF TRUST | — | — | 109,583 | $2.9M | 2.32% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 8,828 | $2.7M | 2.12% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 10,405 | $2.5M | 2.00% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 84,941 | $2.5M | 1.99% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 46,982 | $2.5M | 1.95% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 21,165 | $2.4M | 1.91% |
| INNOVATOR ETFS TRUST | BUFF | — | 38,701 | .9M | 1.52% |