AdvisorNet Financial, Inc
Q4 2024 13F Holdings
- Locationminnetonka, MN
- Num holdings
1,972
- Value ($000)
$1,194,727
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001409362
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $37.35M | 3 % | 63,439 | ||
AAPL APPLE INC | STOCK | 037833100 | $27.24M | 2 % | 108,764 | ||
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $25.40M | 2 % | 262,108 | ||
MSFT MICROSOFT | STOCK | 594918104 | $25.13M | 2 % | 59,624 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $23.16M | 2 % | 79,929 | ||
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $22.13M | 2 % | 856,218 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | $21.39M | 2 % | 783,068 | ||
JPST JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $21.09M | 2 % | 418,650 | ||
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF | ETF | 25434V104 | $19.54M | 2 % | 482,603 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $18.70M | 2 % | 45,551 |
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