PLANWISER FINANCIAL, LLC - Portfolio overview

PLANWISER FINANCIAL, LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 9.80%
2. IVV - ISHARES TR, 8.85%
3. VUG - VANGUARD INDEX FDS, 4.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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