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Disclosed positions
PLANWISER FINANCIAL, LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- AMERICAN CENTY ETF TR
- Ticker
- AVUS
- Class
- US EQT ETF
- Reported value
- $16,148,326
- Reported amount
- 126,080
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002043741-26-000001Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $16,148,326 | 126,080 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $14,245,947 | 19,023 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $6,856,963 | 146,485 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $6,694,022 | 77,711 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $6,666,777 | 132,304 | SH | None |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $5,652,077 | 106,302 | SH | None |
| ISHARES TR | ICVT | CONV BD ETF | $4,991,949 | 41,005 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $4,216,258 | 19,347 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $3,923,666 | 47,652 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $3,828,536 | 92,813 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $3,818,978 | 39,579 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $3,791,798 | 73,229 | SH | None |
| AMERICAN CENTY ETF TR | AVIG | AVANTIS CORE FI | $3,737,667 | 90,260 | SH | None |
| SPDR SERIES TRUST | SPHY | ST PORT HIGH ETF | $3,699,207 | 157,816 | SH | None |
| ISHARES TR | ISTB | CORE 1 5 YR USD | $3,638,147 | 75,402 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $3,359,447 | 91,116 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $3,257,130 | 17,096 | SH | None |
| SELECT SECTOR SPDR TR | XLI | ST STR INDL ETF | $3,231,893 | 17,448 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $3,212,769 | 10,599 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $3,138,287 | 62,046 | SH | None |
| RBB FD INC | TMFC | MOTLEY FOL ETF | $3,097,427 | 40,670 | SH | None |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $3,074,694 | 108,302 | SH | None |
| HARBOR ETF TRUST | HGER | COMM ALL WEA ETF | $3,057,199 | 104,199 | SH | None |
| SELECT SECTOR SPDR TR | XLC | ST STR SVC ETF | $2,785,487 | 26,001 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $2,743,928 | 51,665 | SH | None |
| INNOVATOR ETFS TRUST | BUFF | LADERD ALCTN PWR | $2,021,911 | 38,381 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $1,948,975 | 21,368 | SH | None |
| ISHARES INC | EWJ | MSCI JAPAN ETF | $1,659,740 | 17,795 | SH | None |
| ISHARES INC | EWI | MSCI ITALY ETF | $1,614,172 | 27,248 | SH | None |
| ISHARES INC | EWC | MSCI CDA ETF | $1,523,540 | 26,432 | SH | None |
| ISHARES TR | EWU | MSCI UK ETF NEW | $1,458,485 | 31,610 | SH | None |
| INNOVATOR ETFS TRUST | BFRZ | EQUITY MNGD 100 | $1,415,507 | 52,368 | SH | None |
| FIDELITY COVINGTON TRUST | FDHY | ENHA HIGH YI ETF | $1,135,290 | 23,155 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $1,131,675 | 23,700 | SH | None |
| JANUS DETROIT STR TR | JMBS | HENDERSON MTG | $1,040,979 | 23,138 | SH | None |
| SPDR SERIES TRUST | HYMB | ST NUVE HIGH ETF | $867,072 | 34,083 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $804,258 | 1,964 | SH | None |
| FRANKLIN TEMPLETON ETF TR | FLQM | US MID CP MLTFCT | $671,756 | 11,605 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $566,265 | 5,721 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $413,734 | 3,332 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | BUFD | FT VEST DEEP ETF | $407,253 | 13,703 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $313,971 | 2,846 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $295,037 | 1,217 | SH | None |
| INNOVATOR ETFS TRUST | PSTP | POWER BUFFER SET | $270,259 | 7,347 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $268,686 | 2,782 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $263,514 | 384 | SH | None |
| ELI LILLY & CO | LLY | COM | $249,481 | 208 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $243,748 | 331 | SH | None |
| ISHARES TR | ILTB | CORE LT USDB ETF | $238,325 | 4,839 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $208,440 | 216 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.