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Tammi Ellis

Planwiser Financial, Llc

Assets Managed
$138.134M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
3.36%(2Q avg: 4.76%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Planwiser Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Planwiser Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 138.134M in assets, with a quarterly growth rate of 3.36% and a 2-quarter average growth rate of 4.76%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 1.88%
10.96%
$15.137M
127,513 shares@ $118.71 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -8.99%
9.9%
$13.673M
19,444 shares@ $703.19 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 30.06%
5.58%
$7.703M
15,861 shares@ $485.65 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -9.24%
5.56%
$7.67M
156,907 shares@ $48.89 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 133.81%
5.3%
$7.32M
255,313 shares@ $28.68 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -0.55%
4.95%
$6.837M
165,418 shares@ $41.34 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 38.37%
4.77%
$6.582M
139,690 shares@ $47.12 avg price
TMFC
Motley Fool 100 Index Etf
Recent Activity
Increased 307.81%
4.59%
$6.327M
87,638 shares@ $72.21 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 347.48%
3.89%
$5.367M
100,146 shares@ $53.59 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Increased 72.95%
3.2%
$4.419M
65,700 shares@ $67.26 avg price

1-10 of 47