Financial Advisors Network, Inc.
Q2 2025 13F Holdings
- Locationtustin, CA
- Num holdings
190
- Value ($000)
$662,278
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001697856
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $79.50 M | 12 % | 1,079,779 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $55.21 M | 8 % | 968,406 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $35.59 M | 5 % | 1,218,280 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $33.60 M | 5 % | 190,127 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $28.86 M | 4 % | 65,841 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $26.85 M | 4 % | 542,921 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $25.33 M | 4 % | 915,554 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $17.62 M | 3 % | 355,901 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $17.28 M | 3 % | 155,867 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $15.80 M | 2 % | 207,792 |
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