Instuitional Investor - Planwiser Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Planwiser Financial, Llc |
| Portfolio Value | $130,937,497 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 21,365 | $14,705,999 | 11% | |
| 2. | American Centy Etf Tr - US EQT ETF | 125,165 | $14,348,916 | 10.74% | |
| 3. | Spdr Index Shs Fds | 172,894 | $7,989,425 | 5.98% | |
| 4. | Dimensional Etf Trust | 166,344 | $6,563,934 | 4.91% | |
| 5. | Vanguard Index Fds - VALUE ETF | 32,615 | $6,472,843 | 4.84% |
Hedge Fund Resource Center 
