The Analysis of PLANWISER FINANCIAL, LLC's Holdings
Currently, PLANWISER FINANCIAL, LLC holds 55 types of securities in its portfolio with a total value $140.4M. In the most recent quarter, they have increased their positions in SPY (+30.7K shares, valued at $21.0M), HEFA (+233.4K shares, valued at $9.7M), IJH (+119.2K shares, valued at $7.9M); decreased their positions in IVV (-10.1K shares, valued at $6.9M); initiated new positions in SPY (+30.7K shares, valued at $21.0M), HEFA (+233.4K shares, valued at $9.7M), IJH (+119.2K shares, valued at $7.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR30.7K sharesnew addition2025-12-312026-02-13
HEFA ISHARES TR233.4K sharesnew addition2025-12-312026-02-13 IJH ISHARES TR119.2K sharesnew addition2025-12-312026-02-13 SJNK SPDR SERIES TRUST244.8K sharesnew addition2025-12-312026-02-13 IVV ISHARES TR8.6K shares-53.81%2025-12-312026-02-13 FLDR FIDELITY MERRIMACK STR TR109.0K sharesnew addition2025-12-312026-02-13 FNDE SCHWAB STRATEGIC TR151.8K sharesnew addition2025-12-312026-02-13 IJR ISHARES TR43.6K sharesnew addition2025-12-312026-02-13 SPMO INVESCO EXCH TRADED FD TR II40.3K sharesnew addition2025-12-312026-02-13 GSY INVESCO ACTIVELY MANAGED EXC86.9K sharesnew addition2025-12-312026-02-13 SHYG ISHARES TR80.8K sharesnew addition2025-12-312026-02-13 MINT PIMCO ETF TR33.4K sharesnew addition2025-12-312026-02-13 VIGI VANGUARD WHITEHALL FDS36.6K sharesnew addition2025-12-312026-02-13 XMMO INVESCO EXCHANGE TRADED FD T20.3K sharesnew addition2025-12-312026-02-13 RWK INVESCO EXCH TRADED FD TR II19.6K sharesnew addition2025-12-312026-02-13 LVHD LEGG MASON ETF INVT61.9K sharesnew addition2025-12-312026-02-13 LVHI LEGG MASON ETF INVT66.9K sharesnew addition2025-12-312026-02-13 IWY ISHARES TR8.1K sharesnew addition2025-12-312026-02-13 FLRN SPDR SERIES TRUST65.0K sharesnew addition2025-12-312026-02-13 SPHQ INVESCO EXCHANGE TRADED FD T26.4K sharesnew addition2025-12-312026-02-13 ZTRE RBB FD INC38.4K sharesnew addition2025-12-312026-02-13 ANGL VANECK ETF TRUST66.7K sharesnew addition2025-12-312026-02-13 IDMO INVESCO EXCH TRADED FD TR II35.2K sharesnew addition2025-12-312026-02-13 ZTWO RBB FD INC38.1K sharesnew addition2025-12-312026-02-13 SCHD SCHWAB STRATEGIC TR69.2K sharesnew addition2025-12-312026-02-13 RWJ INVESCO EXCH TRADED FD TR II38.0K sharesnew addition2025-12-312026-02-13 XSMO INVESCO EXCHANGE TRADED FD T25.4K sharesnew addition2025-12-312026-02-13 VEA VANGUARD TAX-MANAGED FDS28.6K sharesnew addition2025-12-312026-02-13 IHDG WISDOMTREE TR34.1K sharesnew addition2025-12-312026-02-13 SCHY SCHWAB STRATEGIC TR45.5K sharesnew addition2025-12-312026-02-13 DGRW WISDOMTREE TR13.2K sharesnew addition2025-12-312026-02-13 SCHF SCHWAB STRATEGIC TR47.6K sharesnew addition2025-12-312026-02-13 IDHQ INVESCO EXCH TRADED FD TR II30.7K sharesnew addition2025-12-312026-02-13 SPYM SPDR SERIES TRUST11.2K sharesnew addition2025-12-312026-02-13 VWO VANGUARD INTL EQUITY INDEX F15.2K sharesnew addition2025-12-312026-02-13 REGL PROSHARES TR8.4K sharesnew addition2025-12-312026-02-13 SPMD SPDR SERIES TRUST11.8K sharesnew addition2025-12-312026-02-13 DIVI FRANKLIN TEMPLETON ETF TR17.3K sharesnew addition2025-12-312026-02-13 SPSM SPDR SERIES TRUST11.3K sharesnew addition2025-12-312026-02-13 TSLA TESLA INC1.1K sharesnew addition2025-12-312026-02-13 EDIV SPDR INDEX SHS FDS12.6K sharesnew addition2025-12-312026-02-13 NVDA NVIDIA CORPORATION2.6K sharesnew addition2025-12-312026-02-13 HDEF DBX ETF TR14.2K sharesnew addition2025-12-312026-02-13 IQLT ISHARES TR7.7K sharesnew addition2025-12-312026-02-13 OBIL RBB FD INC6.7K sharesnew addition2025-12-312026-02-13 VYM VANGUARD WHITEHALL FDS2.2K sharesnew addition2025-12-312026-02-13 AAPL APPLE INC1.1K sharesnew addition2025-12-312026-02-13 SHYD VANECK ETF TRUST12.4K sharesnew addition2025-12-312026-02-13 UTWO RBB FD INC5.1K sharesnew addition2025-12-312026-02-13 MSFT MICROSOFT CORP478 sharesnew addition2025-12-312026-02-13 IVE ISHARES TR1.1K sharesnew addition2025-12-312026-02-13 SCHX SCHWAB STRATEGIC TR8.2K sharesnew addition2025-12-312026-02-13 SPYD SPDR SERIES TRUST5.0K sharesnew addition2025-12-312026-02-13 UTRE RBB FD INC4.1K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available