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

SEC FilingSEC DataHachi Filing

Manager:

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46432F842

IEFA|46432F842

Shares:4.0K

Value:$321.0K

% of Portfolio:0.3% ($321.0K/$110.4M)

464287499

IWR|464287499

Shares:3.2K

Value:$277.6K

% of Portfolio:0.3% ($277.6K/$110.4M)

464287598

IWD|464287598

Shares:1.5K

Value:$270.5K

% of Portfolio:0.2% ($270.5K/$110.4M)

45783Y723

Shares:7.7K

Value:$242.6K

% of Portfolio:0.2% ($242.6K/$110.4M)

922908363

VOO|922908363

Shares:443

Value:$228.4K

% of Portfolio:0.2% ($228.4K/$110.4M)

46138G508

Shares:10.0K

Value:$208.2K

% of Portfolio:0.2% ($208.2K/$110.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:426

Value:$205.9K

% of Portfolio:0.2% ($205.9K/$110.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	4.0K	QoQ- YoY-	All Managers (Combined)	$321.0K	0.3% ($321.0K/$110.4M)	QoQ- YoY-
(IWRcusip464287499)	3.2K	QoQ- YoY-	All Managers (Combined)	$277.6K	0.3% ($277.6K/$110.4M)	QoQ- YoY-
(IWDcusip464287598)	1.5K	QoQ- YoY-	All Managers (Combined)	$270.5K	0.2% ($270.5K/$110.4M)	QoQ- YoY-
(cusip45783Y723)✕	7.7K	QoQ- YoY-	All Managers (Combined)	$242.6K	0.2% ($242.6K/$110.4M)	QoQ- YoY-
(VOOcusip922908363)	443	QoQ- YoY-	All Managers (Combined)	$228.4K	0.2% ($228.4K/$110.4M)	QoQ- YoY-
(cusip46138G508)✕	10.0K	QoQ- YoY-	All Managers (Combined)	$208.2K	0.2% ($208.2K/$110.4M)	QoQ- YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	426	QoQ- YoY-	All Managers (Combined)	$205.9K	0.2% ($205.9K/$110.4M)	QoQ- YoY-