SEC Form 13F

PLANWISER FINANCIAL, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$143,900,652
Positions50

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVUSUS EQT ETF$16,148,326126,080
ISHARES TRIVVCORE S&P500 ETF$14,245,94719,023
VANGUARD SCOTTSDALE FDSVMBSMTG-BKD SECS ETF$6,856,963146,485
VANGUARD INDEX FDSVUGGROWTH ETF$6,694,02277,711
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$6,666,777132,304
ISHARES TRIGIBISHS 5-10YR INVT$5,652,077106,302
ISHARES TRICVTCONV BD ETF$4,991,94941,005
VANGUARD INDEX FDSVTVVALUE ETF$4,216,25819,347
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$3,923,66647,652
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$3,828,53692,813

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page