Financial Advisors Network, Inc.
Q1 2025 13F Holdings
- Locationtustin, CA
- Num holdings
184
- Value ($000)
$602,830
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $82.97M | 14 % | 1,129,623 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $47.33M | 8 % | 931,057 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $30.51M | 5 % | 176,651 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $29.63M | 5 % | 1,183,234 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $23.26M | 4 % | 513,907 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $23.24M | 4 % | 62,662 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $23.10M | 4 % | 869,155 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $18.47M | 3 % | 378,254 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $17.48M | 3 % | 156,016 | ||
EMB ISHARES TR | JPMORGAN USD EMG | 464288281 | $14.38M | 2 % | 158,686 |
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