account_balance
Investment manager · 13F filer · SEC CIK 2043741
Planwiser Financial, LLC
Reported value$149Mas of Sep 30, 2026
Positions55 9 new, 4 sold out
Top 10 weight51.2%IVV alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.9%Added +12%
AVUSAmerican Centy ETF Tr
9.8%Trimmed −10%
VUGVanguard Index FDS
6.3%Added +34%
SPDWSPDR Index SHS FDS
4.9%Added +10%
TMFCRBB Fd Inc
4.4%Added +101%
DBMFIm Global Partner Funds
3.5%New
ALLWSsga Active Tr
2.9%New
VMBSVanguard Scottsdale FDS
2.8%Trimmed −35%
XLKSelect Sector SPDR Tr
2.8%+25%
VTVVanguard Index FDS
2.8%
DFAIDimensional ETF Trust
2.6%Added +2%
XLFSelect Sector SPDR Tr
2.6%New
IVViShares Tr
10.9%Added +12%
AVUSAmerican Centy ETF Tr
9.8%Trimmed −10%
VUGVanguard Index FDS
6.3%
SPDWSPDR Index SHS FDS
4.9%
TMFCRBB Fd Inc
4.4%+101%
DBMFIm Global Partner Funds
3.5%
ALLW2.9%
VMBS2.8%
XLK2.8%
VTV2.8%
DFAI2.6%
XLF2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 10.9% Added +12%
AVUS American Centy ETF Tr 9.8% Trimmed −10%
VUG Vanguard Index FDS 6.3% Added +34%
SPDW SPDR Index SHS FDS 4.9% Added +10%
TMFC RBB Fd Inc 4.4% Added +101%
DBMF Im Global Partner Funds 3.5% New
ALLW Ssga Active Tr 2.9% New
VMBS Vanguard Scottsdale FDS 2.8% Trimmed −35%
XLK Select Sector SPDR Tr 2.8% Added +25%
VTV Vanguard Index FDS 2.8% Held
DFAI Dimensional ETF Trust 2.6% Added +2%
XLF Select Sector SPDR Tr 2.6% New
What changed
Biggest moves since Jun 30, 2026
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