Instuitional Investor - Planwiser Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Planwiser Financial, Llc |
| Portfolio Value | $125,912,400 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - US EQT ETF | 121,956 | $13,472,479 | 10.7% | |
| 2. | IEF | 18,696 | $12,838,249 | 10.2% | |
| 3. | Vanguard Index Fds - VALUE ETF | 33,516 | $6,196,412 | 4.92% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 11,341 | $5,691,120 | 4.52% | |
| 5. | American Centy Etf Tr | 77,773 | $5,658,763 | 4.49% |
Hedge Fund Resource Center 
