PLANWISER FINANCIAL, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Colorado Springs, CO
CIK
0002043741
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 47 110,406 AVUS, IVV, SPTI, VMBS 13F-HR 5/8/2025 000204374125000001