AdvisorNet Financial, Inc
Q1 2025 13F Holdings
- Locationminnetonka, MN
- Num holdings
2,174
- Value ($000)
$1,347,026
- Date Filed04/07/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $42.30M | 3 % | 75,284 | ||
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $28.77M | 2 % | 290,810 | ||
JPST JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $26.37M | 2 % | 520,801 | ||
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $25.24M | 2 % | 908,780 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | $24.82M | 2 % | 887,612 | ||
AAPL APPLE INC | STOCK | 037833100 | $24.14M | 2 % | 108,693 | ||
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF | ETF | 25434V104 | $22.84M | 2 % | 594,300 | ||
MSFT MICROSOFT | STOCK | 594918104 | $22.42M | 2 % | 59,713 | ||
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | ETF | 14019W109 | $22.38M | 2 % | 914,208 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $22.15M | 2 % | 80,610 |
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