Instuitional Investor - Planwiser Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Planwiser Financial, Llc |
| Portfolio Value | $143,900,652 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - US EQT ETF | 126,080 | $16,148,326 | 11.22% | |
| 2. | IEF | 19,023 | $14,245,947 | 9.9% | |
| 3. | VCIT | 146,485 | $6,856,963 | 4.77% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 77,711 | $6,694,022 | 4.65% | |
| 5. | Spdr Index Shs Fds - ST STR PO EX ETF | 132,304 | $6,666,777 | 4.63% |
Hedge Fund Resource Center 
