PLANWISER FINANCIAL, LLC

Est. AUM

$138.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$15.1M	127513	10.96%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$13.7M	19444	9.90%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$7.7M	15861	5.58%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$7.7M	156907	5.55%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$7.3M	255313	5.30%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.8M	165418	4.95%	SOLE
7	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$6.6M	139690	4.76%	SOLE
8	RBB FD INC	MOTLEY FOL ETF	$6.3M	87638	4.58%	SOLE
9	ISHARES TR	ISHS 5-10YR INVT	$5.4M	100146	3.89%	SOLE
10	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$4.4M	65700	3.20%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$4.0M	19931	2.92%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$3.7M	88927	2.69%	SOLE
13	ISHARES TR	CORE 1 5 YR USD	$3.3M	68709	2.41%	SOLE
14	HARBOR ETF TRUST	HARBOR COMMODITY	$3.2M	101620	2.30%	SOLE
15	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.1M	92737	2.22%	SOLE
16	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.0M	60578	2.20%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.0M	20211	2.20%	SOLE
18	SELECT SECTOR SPDR TR	STATE STREET COM	$3.0M	25256	2.15%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET IND	$3.0M	17259	2.14%	SOLE
20	SPDR INDEX SHS FDS	STATE STREET SPD	$2.6M	51058	1.86%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.6M	46007	1.86%	SOLE
22	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$1.9M	38085	1.41%	SOLE
23	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.8M	21543	1.32%	SOLE
24	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6415	1.29%	SOLE
25	ISHARES INC	MSCI JAPAN ETF	$1.6M	17663	1.14%	SOLE
26	ISHARES INC	MSCI ITALY ETF	$1.6M	26993	1.14%	SOLE
27	ISHARES INC	MSCI CDA ETF	$1.5M	25902	1.09%	SOLE
28	ISHARES TR	MSCI UK ETF NEW	$1.5M	30478	1.05%	SOLE
29	INNOVATOR ETFS TRUST	EQUITY MNGD 100	$1.3M	50268	0.96%	SOLE
30	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.1M	22281	0.78%	SOLE
31	JANUS DETROIT STR TR	HENDERSON MTG	$999K	21902	0.72%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$843K	33624	0.61%	SOLE
33	ISHARES TR	RUS 1000 ETF	$810K	2113	0.59%	SOLE
34	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$762K	8673	0.55%	SOLE
35	ISHARES TR	CORE US AGGBD ET	$729K	7316	0.53%	SOLE
36	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$661K	11701	0.48%	SOLE
37	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$650K	8640	0.47%	SOLE
38	ISHARES TR	RUS 1000 GRW ETF	$408K	871	0.30%	SOLE
39	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$397K	13744	0.29%	SOLE
40	ISHARES TR	CORE MSCI EAFE	$373K	3866	0.27%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$318K	13489	0.23%	SOLE
42	ISHARES TR	CORE LT USDB ETF	$302K	6110	0.22%	SOLE
43	ISHARES TR	RUS MID CAP ETF	$291K	2846	0.21%	SOLE
44	ISHARES TR	RUS 1000 VAL ETF	$273K	1217	0.20%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$272K	426	0.20%	SOLE
46	INNOVATOR ETFS TRUST	POWER BUFFER SET	$263K	7367	0.19%	SOLE
47	VANGUARD INDEX FDS	S&P 500 ETF SHS	$247K	384	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.