FA
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Financial Advisors Network, Inc.13F | |
| Financial Advisors Network, Inc. | |
| Last update 2024-02-10 | 177 Stocks (18 new) |
| Value $497.00 Mil | Turnover 4 % |
| Portfolio Report | |
Financial Advisors Network, In... Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 898,850 | 66110.440 | -2.09% | 13.310 | -0.30% | 0.070 | -2.87% | -0.93% | 116973.570 | ||
VTV | Vanguard Value ETF | 259,342 | 38771.650 | -1.23% | 7.810 | -0.10% | 0.040 | -3.31% | -0.93% | 125337.449 | ||
VEA | Vanguard FTSE Developed Markets ETF | 585,834 | 28061.440 | +2.24% | 5.650 | +0.12% | 0.020 | -6.74% | -0.61% | 135974.140 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 273,529 | 22692.000 | +3.15% | 4.570 | +0.14% | 0.110 | +5.32% | -0.57% | 37031.644 | ||
VUG | Vanguard Growth ETF | 67,328 | 20930.820 | -2.74% | 4.210 | -0.12% | 0.020 | +5.29% | -0.76% | 138856.999 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 251,682 | 17642.910 | +7.53% | 3.550 | +0.25% | 0.170 | -2.89% | -1.15% | 11552.691 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 415,794 | 17089.140 | +0.83% | 3.440 | +0.03% | 0.020 | -8.30% | -2.79% | 79842.241 | ||
VXUS | Vanguard Total International Stock | 279,872 | 16221.390 | -4.62% | 3.270 | -0.16% | 0.030 | -7.08% | -1.19% | 75771.215 | ||
GILD | Gilead Sciences Inc | 157,969 | 12797.060 | +0.02% | 2.580 | 0% | 0.010 | +7.05% | -2.70% | 112014.375 | Drug Manufacturers | |
HYG | iShares iBoxx USD High Yield Corporate Bond ETF | 162,047 | 12540.840 | -2.49% | 2.520 | -0.07% | 0.080 | -0.03% | -0.15% | 14520.620 |
Financial Advisors Network, Inc.'s Historical Top Holdings Breakdowns
Financial Advisors Network, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 2023-09-30 | Reduce | -2.77% | 137.93 ($143.28) 147.18 | $167.73 | 17.06% | Reduce -22.14% | 262,566 | -74,654 | |
BND | Vanguard Total Bond Market ETF | 2023-09-30 | Add | +1.60% | 69.63 ($71.39) 72.91 | $71.24 | -0.21% | Add 12.48% | 918,033 | 101,832 | |
VXUS | Vanguard Total International Stock | 2023-09-30 | Add | +1.58% | 53.3 ($55.82) 58.26 | $58.23 | 4.32% | Add 81.26% | 293,417 | 131,538 | |
VEA | Vanguard FTSE Developed Markets ETF | 2023-09-30 | Add | +1.12% | 43.5 ($45.76) 47.63 | $47.53 | 3.87% | Add 24.88% | 573,026 | 114,163 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2023-09-30 | Add | +1.08% | 39.04 ($40.82) 43.07 | $42.81 | 4.88% | Add 42.41% | 412,386 | 122,809 | |
VB | Vanguard Small Cap ETF | 2023-09-30 | New Buy | +1.02% | 186.24 ($199.24) 208.75 | $238.12 | 19.51% | New holding | 23,891 | 23,891 | |
VUG | Vanguard Growth ETF | 2023-09-30 | Reduce | -1.00% | 269.56 ($283.37) 293.5 | $407.33 | 43.74% | Reduce -20.39% | 69,222 | -17,729 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2023-09-30 | Add | +0.96% | 71.99 ($75.29) 78.02 | $27.71 | -63.20% | Add 28.44% | 265,187 | 58,718 | |
ADSK | Autodesk Inc | 2023-09-30 | New Buy | +0.81% | 198.7 ($210.13) 222.2 | $284.96 | 35.61% | New holding | 17,527 | 17,527 | |
NUE | Nucor Corp | 2023-09-30 | New Buy | +0.77% | 151.54 ($165.51) 173 | $118.16 | -28.61% | New holding | 21,916 | 21,916 |
Financial Advisors Network, Inc. Total Holding History ($B)
Financial Advisors Network, Inc.'s Asset Allocation
Financial Advisors Network, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Financial Advisors Network, Inc.'s Hypothetical Growth since 2023-12-31
Financial Advisors Network, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Financial Advisors Network, Inc.'s Holdings Heat Map
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Financial Advisors Network, Inc.'s Holdings Bubble Chart
Financial Advisors Network, Inc. News
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