Financial Network Wealth Management LLC
Q4 2024 13F Holdings
- Locationdraper, UT
- Num holdings
115
- Value ($000)
$280
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001840760
- 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 |
|---|---|---|---|---|---|---|---|
ESGD ISHARES ESG AWARE MSCI EAFE ETF | STOCK | 46435G516 | $26.41K | 9 % | 346,888 | ||
ESGV VANGUARD ESG U.S. STOCK ETF | STOCK | 921910733 | $26.34K | 9 % | 251,085 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $21.25K | 8 % | 158,204 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $18.80K | 7 % | 75,086 | ||
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF | STOCK | 46435U549 | $17.18K | 6 % | 369,912 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $14.18K | 5 % | 33,651 | ||
NDQ INVESCO QQQ TRUST SERIES I | STOCK | 46090E103 | $12.35K | 4 % | 24,164 | ||
KRE SPDR SP 500 ESG ETF | STOCK | 78468R531 | $12.23K | 4 % | 216,530 | ||
ESG FLEXSHARES STOXX US ESG SELECT INDEX FUND | STOCK | 33939L696 | $11.14K | 4 % | 80,893 | ||
BNDC FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | STOCK | 33939L670 | $8.03K | 3 % | 368,137 |
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