Instuitional Investor - Planwiser Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Planwiser Financial, Llc |
| Portfolio Value | $138,134,154 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - US EQT ETF | 127,513 | $15,137,068 | 10.96% | |
| 2. | IEF | 19,444 | $13,672,797 | 9.9% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 15,861 | $7,702,877 | 5.58% | |
| 4. | Spdr Index Shs Fds | 156,907 | $7,669,619 | 5.55% | |
| 5. | Spdr Series Trust | 255,313 | $7,319,838 | 5.3% |
Hedge Fund Resource Center 
