Instuitional Investor - Planwiser Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Planwiser Financial, Llc |
| Portfolio Value | $117,246,598 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 20,005 | $12,801,583 | 10.92% | |
| 2. | American Centy Etf Tr - US EQT ETF | 115,043 | $11,981,719 | 10.22% | |
| 3. | Spdr Index Shs Fds | 167,471 | $6,804,362 | 5.8% | |
| 4. | Dimensional Etf Trust | 196,158 | $6,800,793 | 5.8% | |
| 5. | Vanguard Index Fds - VALUE ETF | 35,869 | $6,447,060 | 5.5% |
Hedge Fund Resource Center 
