Planwiser-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWD",
  null,
  null,
  "IWF",
  null,
  "IVV",
  null,
  "IEFA",
  null,
  "SPDW",
  null,
  null,
  null,
  null,
  null,
  "IWR",
  null,
  null,
  null,
  "VUG",
  "VTEB",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  null,
  null,
  "EWJ",
  "IWB",
  "QQQ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 47
Total Value: 110406128
Accession Number: 0002043741-25-000001
Form Type: 13F-HR
CIK: planwiser-financial
Manager Name: Planwiser-Financial

Data Enrichment

32% identified

15 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $110.4M total value

47 positions • $110.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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81369Y852

Shares:22.0K

Value:$2.1M

% of Portfolio:1.9% ($2.1M/$110.4M)

81369Y605

Shares:43.1K

Value:$2.1M

% of Portfolio:1.9% ($2.1M/$110.4M)

81369Y407

Shares:10.6K

Value:$2.1M

% of Portfolio:1.9% ($2.1M/$110.4M)

922908751

Shares:6.2K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$110.4M)

74933W601

Shares:22.3K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$110.4M)

464288638

Shares:21.2K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.4M)

464286806

Shares:26.6K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.4M)

46434G830

Shares:23.8K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.4M)

464286509

Shares:24.8K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.4M)

46434G822

Shares:14.7K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.4M)

25434V864

Shares:21.4K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$110.4M)

47103U852

Shares:22.6K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$110.4M)

25434V575

Shares:16.6K

Value:$876.9K

% of Portfolio:0.8% ($876.9K/$110.4M)

464287622

Shares:2.4K

Value:$725.1K

% of Portfolio:0.7% ($725.1K/$110.4M)

464287226

Shares:6.1K

Value:$600.8K

% of Portfolio:0.5% ($600.8K/$110.4M)

35473P884

Shares:10.0K

Value:$523.8K

% of Portfolio:0.5% ($523.8K/$110.4M)

25434V500

Shares:8.4K

Value:$498.8K

% of Portfolio:0.5% ($498.8K/$110.4M)

78464A284

Shares:18.6K

Value:$458.0K

% of Portfolio:0.4% ($458.0K/$110.4M)

464287614

Shares:1.0K

Value:$381.8K

% of Portfolio:0.3% ($381.8K/$110.4M)

33740U703

Shares:14.5K

Value:$362.9K

% of Portfolio:0.3% ($362.9K/$110.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y852)✕	22.0K	QoQ- YoY-	All Managers (Combined)	$2.1M	1.9% ($2.1M/$110.4M)	QoQ- YoY-
(cusip81369Y605)✕	43.1K	QoQ- YoY-	All Managers (Combined)	$2.1M	1.9% ($2.1M/$110.4M)	QoQ- YoY-
(cusip81369Y407)✕	10.6K	QoQ- YoY-	All Managers (Combined)	$2.1M	1.9% ($2.1M/$110.4M)	QoQ- YoY-
(VBcusip922908751)	6.2K	QoQ- YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$110.4M)	QoQ- YoY-
(cusip74933W601)✕	22.3K	QoQ- YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$110.4M)	QoQ- YoY-
(cusip464288638)✕	21.2K	QoQ- YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.4M)	QoQ- YoY-
(cusip464286806)✕	26.6K	QoQ- YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.4M)	QoQ- YoY-
(cusip46434G830)✕	23.8K	QoQ- YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.4M)	QoQ- YoY-
(cusip464286509)✕	24.8K	QoQ- YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.4M)	QoQ- YoY-
(EWJcusip46434G822)	14.7K	QoQ- YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.4M)	QoQ- YoY-
(cusip25434V864)✕	21.4K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$110.4M)	QoQ- YoY-
(cusip47103U852)✕	22.6K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$110.4M)	QoQ- YoY-
(cusip25434V575)✕	16.6K	QoQ- YoY-	All Managers (Combined)	$876.9K	0.8% ($876.9K/$110.4M)	QoQ- YoY-
(IWBcusip464287622)	2.4K	QoQ- YoY-	All Managers (Combined)	$725.1K	0.7% ($725.1K/$110.4M)	QoQ- YoY-
(cusip464287226)✕	6.1K	QoQ- YoY-	All Managers (Combined)	$600.8K	0.5% ($600.8K/$110.4M)	QoQ- YoY-
(cusip35473P884)✕	10.0K	QoQ- YoY-	All Managers (Combined)	$523.8K	0.5% ($523.8K/$110.4M)	QoQ- YoY-
(cusip25434V500)✕	8.4K	QoQ- YoY-	All Managers (Combined)	$498.8K	0.5% ($498.8K/$110.4M)	QoQ- YoY-
(cusip78464A284)✕	18.6K	QoQ- YoY-	All Managers (Combined)	$458.0K	0.4% ($458.0K/$110.4M)	QoQ- YoY-
(IWFcusip464287614)	1.0K	QoQ- YoY-	All Managers (Combined)	$381.8K	0.3% ($381.8K/$110.4M)	QoQ- YoY-
(cusip33740U703)✕	14.5K	QoQ- YoY-	All Managers (Combined)	$362.9K	0.3% ($362.9K/$110.4M)	QoQ- YoY-