StockDriftsStockDriftsTop 47 Planwiser Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 10.96% | 127.5K | $15.1M | +1.88%(+2.35K) | $95.90(+31.27%) | 2026-03-31 | |
| IVV | ISHARES TR | 9.9% | 19.4K | $13.7M | -8.99%(-1.92K) | $588.88(+27.62%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.58% | 15.9K | $7.7M | +30.05%(+3.67K) | $68.73(+28.74%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 5.55% | 156.9K | $7.7M | -9.25%(-15.99K) | $38.74(+29.68%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 5.3% | 255.3K | $7.3M | +133.80%(+146.11K) | $28.53(-0.56%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.95% | 165.4K | $6.8M | -0.56%(-926) | $34.13(+21.62%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.77% | 139.7K | $6.6M | +38.36%(+38.73K) | $46.44(+0.51%) | 2026-03-31 | |
| TMFC | RBB FD INC | 4.58% | 87.6K | $6.3M | +307.81%(+66.15K) | $66.21(+17.96%) | 2026-03-31 | |
| IGIB | ISHARES TR | 3.89% | 100.1K | $5.4M | +347.48%(+77.77K) | $53.42(-0.73%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 3.2% | 65.7K | $4.4M | +72.94%(+27.71K) | $66.31(+0.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.33% | +69.91% |
| Top 20 Holdings Unweighted | +17.03% | +60.30% |
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