PLANWISER FINANCIAL, LLC: 13F holdings
CIK 20437412026Q2
| Positions | 50 |
|---|
| Reported value | $143.2m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 50 (+3 vs prior quarter) |
|---|
| Reported value | $143.2m (+4.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 126,080 | $16.1m | 11.3% |
| IVV ISHARES TR | 19,023 | $14.2m | 9.9% |
| VMBS VANGUARD SCOTTSDALE FDS | 146,485 | $6.9m | 4.8% |
| VUG VANGUARD INDEX FDS | 77,711 | $6.7m | 4.7% |
| EWU SPDR INDEX SHS FDS | 132,304 | $6.7m | 4.7% |
| IGIB ISHARES TR | 106,302 | $5.7m | 3.9% |
| ICVT ISHARES TR | 41,005 | $5.0m | 3.5% |
| VTV VANGUARD INDEX FDS | 19,347 | $4.2m | 2.9% |
| DIMENSIONAL ETF TRUST | 47,652 | $3.9m | 2.7% |
| DFAI DIMENSIONAL ETF TRUST | 92,813 | $3.8m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2043741")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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