Financial Advisors Network, Inc.
Q4 2024 13F Holdings
- Locationtustin, CA
- Num holdings
188
- Value ($000)
$600,934
- Date Filed02/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $69.99M | 12 % | 973,231 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $41.43M | 7 % | 866,305 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $32.44M | 5 % | 1,163,818 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $29.32M | 5 % | 173,160 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $28.12M | 5 % | 68,513 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $21.91M | 4 % | 497,437 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $21.89M | 4 % | 839,516 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $16.25M | 3 % | 331,382 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $14.62M | 2 % | 158,325 | ||
AAPL APPLE INC | COM | 037833100 | $13.84M | 2 % | 55,284 |
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