Institutional Manager · CIK 0002043741
PLANWISER FINANCIAL, LLC
COLORADO SPRINGS, CO · File #028-25548
Latest AUM
$343.2M
Positions
183
Top-10 Concentration
56.4%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 21,365 | $14.7M | 11.00% |
| 2 | AMERICAN CENTY ETF TR | 025072885 | 125,165 | $14.3M | 10.74% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 172,894 | $8.0M | 5.98% |
| 4 | DIMENSIONAL ETF TRUST | 25434V203 | 166,344 | $6.6M | 4.91% |
| 5 | VANGUARD INDEX FDS | 922908744 | 32,615 | $6.5M | 4.84% |
| 6 | AMERICAN CENTY ETF TR | 025072349 | 79,481 | $6.3M | 4.74% |
| 7 | VANGUARD INDEX FDS | 922908736 | 12,196 | $5.8M | 4.35% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C771 | 100,959 | $4.8M | 3.56% |
| 9 | AMERICAN CENTY ETF TR | 025072562 | 109,118 | $4.6M | 3.43% |
| 10 | SELECT SECTOR SPDR TR | 81369Y704 | 22,843 | $3.8M | 2.84% |
| 11 | HARBOR ETF TRUST | 41151J505 | 136,621 | $3.6M | 2.71% |
| 12 | SELECT SECTOR SPDR TR | 81369Y803 | 24,371 | $3.5M | 2.62% |
| 13 | SELECT SECTOR SPDR TR | 81369Y852 | 30,524 | $3.5M | 2.62% |
| 14 | SELECT SECTOR SPDR TR | 81369Y605 | 64,921 | $3.5M | 2.60% |
| 15 | SPDR SERIES TRUST | 78464A672 | 109,201 | $3.1M | 2.35% |
| 16 | SCHWAB STRATEGIC TR | 808524508 | 94,295 | $3.0M | 2.28% |
| 17 | VANGUARD MUN BD FDS | 922907746 | 60,252 | $3.0M | 2.28% |
| 18 | ISHARES TR | 46435G102 | 26,345 | $2.7M | 2.04% |
| 19 | SPDR INDEX SHS FDS | 78463X509 | 55,617 | $2.7M | 2.03% |
| 20 | ISHARES TR | 464289479 | 54,118 | $2.7M | 2.02% |