Planwiser Financial, LLC New Holdings in Q1 2025

Planwiser Financial, LLC

  • $110 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
129K
New
$90.7 - $101.57 $11.7M - $13.1M
129K $11.8B
IVV
Ishares Core S&P 500 ETF

ETFs
18.6K
New
$554.06 - $615.85 $10.3M - $11.5M
18.6K $10.5B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
233K
New
$27.64 - $28.58 $6.43M - $6.65M
233K $6.65B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
128K
New
$44.68 - $46.49 $5.72M - $5.95M
128K $5.88B
VTV
Vanguard Value ETF

ETFs
32.6K
New
$167.73 - $179.21 $5.46M - $5.83M
32.6K $5.46B
AVLV
American Centy ETF Tr Avantis
78.2K
New
$63.51 - $70.42 $4.96M - $5.5M
78.2K $4.94B
VUG
Vanguard Growth ETF

ETFs
11.6K
New
$369.1 - $427.61 $4.3M - $4.98M
11.6K $4.48B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
112K
New
$33.84 - $37.77 $3.78M - $4.21M
112K $4.28B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
75.8K
New
$47.59 - $50.79 $3.61M - $3.85M
75.8K $3.68B
AVIG
American Centy ETF Tr Avantis

ETFs
82.3K
New
$40.06 - $41.55 $3.3M - $3.42M
82.3K $3.38B
DFAI
Dimensional ETF Tr

ETFs
91K
New
$28.88 - $32.4 $2.63M - $2.95M
91K $2.98B
AVEM
American Centy ETF Tr Avantis

ETFs
48.1K
New
$57.11 - $62.4 $2.75M - $3M
48.1K $2.97B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
57.9K
New
$49.25 - $50.66 $2.85M - $2.93M
57.9K $2.84B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
64K
New
$43.63 - $46.01 $2.79M - $2.94M
64K $2.84B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
56.2K
New
$47.59 - $48.35 $2.68M - $2.72M
56.2K $2.72B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
49.8K
New
$49.42 - $50.43 $2.46M - $2.51M
49.8K $2.53B
HGER
Harbor ETF Tr All Weather Infl
102K
New
$22.23 - $24.05 $2.27M - $2.46M
102K $2.41B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
87.2K
New
$25.58 - $29.24 $2.23M - $2.55M
87.2K $2.28B
XLU
Utilities Sector Spdr

ETFs
26.7K
New
$74.7 - $80.27 $1.99M - $2.14M
26.7K $2.15B
XLC
Select Sector Spdr Tr Communic

ETFs
22K
New
$94.84 - $105.31 $2.09M - $2.32M
22K $2.15B
XLF
Financial Sector Spdr

ETFs
43.1K
New
$47.32 - $52.19 $2.04M - $2.25M
43.1K $2.13B
XLY
Select Sector Spdr Consumer Di

ETFs
10.6K
New
$192.6 - $233.2 $2.05M - $2.48M
10.6K $2.12B
VB
Vanguard Small Cap ETF

ETFs
6.22K
New
$217.89 - $252.64 $1.36M - $1.57M
6.22K $1.37B
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
22.3K
New
$54.9 - $62.36 $1.23M - $1.39M
22.3K $1.28B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
21.2K
New
$50.82 - $52.7 $1.08M - $1.12M
21.2K $1.11B
EWG
Ishares Msci Germany ETF

ETFs
26.6K
New
$31.57 - $39.31 $841K - $1.05M
26.6K $1.08B
EWI
Ishares Inc Msci Italy ETF

ETFs
23.8K
New
$35.58 - $43.99 $846K - $1.05M
23.8K $1.07B
EWC
Ishares Msci Canada ETF

ETFs
24.8K
New
$39.3 - $42.52 $974K - $1.05M
24.8K $1.06B
EWJ
Ishares Msci Japan ETF

ETFs
14.7K
New
$65.24 - $71.7 $960K - $1.06M
14.7K $1.06B
DFSD
Dimensional ETF Tr Short Durat

ETFs
21.4K
New
$46.74 - $47.55 $1M - $1.02M
21.4K $1.02B
JMBS
Janus Detroit Str Tr Henderson

ETFs
22.6K
New
$43.53 - $45.42 $984K - $1.03M
22.6K $1.01B
Dimensional ETF Trust
16.6K
New
N/A
16.6K $877M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.35K
New
$302.31 - $337.54 $711K - $794K
2.35K $725M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.12K
New
$95.85 - $99.25 $587K - $607K
6.12K $601M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
9.95K
New
$51.3 - $56.76 $511K - $565K
9.95K $524M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.44K
New
$58.81 - $68.2 $496K - $575K
8.44K $499M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18.6K
New
$25.12 - $26.05 $466K - $484K
18.6K $458M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.03K
New
$360.07 - $417.26 $369K - $428K
1.03K $382M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
14.5K
New
$24.66 - $26.1 $358K - $379K
14.5K $363M
IEFA
Ishares Tr

ETFs
4.03K
New
$69.57 - $78.65 $280K - $317K
4.03K $321M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.25K
New
$82.81 - $92.93 $269K - $302K
3.25K $278M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.47K
New
$182.82 - $196.21 $269K - $289K
1.47K $271M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
7.69K
New
$31.14 - $32.81 $239K - $252K
7.69K $243M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
443
New
$507.05 - $563.67 $225K - $250K
443 $228M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
10K
New
$20.7 - $21.15 $207K - $212K
10K $208M
QQQ
Invesco Qqq Trust, Series 1

ETFs
426
New
$468.34 - $539.52 $200K - $230K
426 $206M
Activity Summary
Buys All Purchases 47 New Holdings 47 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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