Instuitional Investor - Planwiser Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Planwiser Financial, Llc |
| Portfolio Value | $110,406,128 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - US EQT ETF | 128,743 | $11,839,198 | 10.72% | |
| 2. | IEF | 18,601 | $10,486,741 | 9.5% | |
| 3. | Spdr Series Trust | 232,655 | $6,649,293 | 6.02% | |
| 4. | Vanguard Scottsdale Funds | 127,938 | $5,877,457 | 5.32% | |
| 5. | Vanguard Index Fds - VALUE ETF | 32,552 | $5,456,091 | 4.94% |
