Financial Advisors Network, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FA Financial Advisors Network, Inc. | Institutional Filer | ▲ 105.90% | $1.45B | 229 |
Current Portfolio Holdings
Showing top 400 reported positions by value (Total positions in database: 229)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | — | 1.3M | $95.3M | 6.56% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 1.1M | $81.7M | 5.62% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 947K | $59.2M | 4.07% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | — | 893K | $57.2M | 3.94% |
| 5 | SCHG | SCHWAB STRATEGIC TR | — | 1.3M | $42.3M | 2.91% |
| 6 | SCHG | SCHWAB STRATEGIC TR | — | 1.3M | $38.5M | 2.64% |
| 7 | VTV | VANGUARD INDEX FDS | — | 190K | $36.3M | 2.50% |
| 8 | VTV | VANGUARD INDEX FDS | — | 181K | $35.4M | 2.44% |
| 9 | VUG | VANGUARD INDEX FDS | — | 67K | $32.6M | 2.24% |
| 10 | SCHV | SCHWAB STRATEGIC TR | — | 1.1M | $32.3M | 2.22% |
| 11 | SCHV | SCHWAB STRATEGIC TR | — | 1.0M | $30.8M | 2.12% |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | — | 540K | $29.0M | 2.00% |
| 13 | VUG | VANGUARD INDEX FDS | — | 66K | $28.7M | 1.97% |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | — | 521K | $28.2M | 1.94% |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | — | 486K | $23.4M | 1.61% |
Showing 1 to 15 of 400 holdings