PLANWISER FINANCIAL, LLC
CIK 2043741 · Holdings on Mar 31, 2025 · First reported May 8, 2025
Top ten holdings
Q1 2025- AVUS10.72%
- IVV9.50%
- SPTI6.02%
- VMBS5.32%
- VTV4.94%
- AVLV4.47%
- VUG4.05%
- SPDW3.88%
- ILTB3.33%
- AVIG3.06%
Share classes counted separately55.29%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $11.84M | 10.72% | 128.74K shares | Prior unavailable — | — | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $10.49M | 9.50% | 18.60K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPTISS SPDR P INT TERM TSY ETFPORTFLI INTRMDIT View history and evidence | $6.65M | 6.02% | 232.66K shares | Prior unavailable — | — | ↗▾ |
| 04 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $5.88M | 5.32% | 127.94K shares | Prior unavailable — | — | ↗▾ |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $5.46M | 4.94% | 32.55K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $4.94M | 4.47% | 78.15K shares | Prior unavailable — | — | ↗▾ |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $4.48M | 4.05% | 11.64K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $4.28M | 3.88% | 111.58K shares | Prior unavailable — | — | ↗▾ |
| 09 | ILTBISHARES CORE 10+ YEAR USD BOCORE LT USDB ETF View history and evidence | $3.68M | 3.33% | 75.82K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVIGAVANTIS CORE FIXED INCOMEAVANTIS CORE FI View history and evidence | $3.38M | 3.06% | 82.34K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2043741 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported May 8, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 110406128
}Research all 47 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.