AdvisorNet Financial, Inc
Q2 2025 13F Holdings
- Locationminnetonka, MN
- Num holdings
2,228
- Value ($000)
$1,551,467
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $68.42M | 4 % | 110,201 | ||
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF | ETF | 25434V104 | $38.89M | 3 % | 918,120 | ||
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | $32.73M | 2 % | 1,052,640 | ||
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $30.24M | 2 % | 304,871 | ||
JPST JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $29.61M | 2 % | 584,169 | ||
MSFT MICROSOFT | STOCK | 594918104 | $29.32M | 2 % | 58,951 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | $26.16M | 2 % | 987,028 | ||
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | ETF | 14019W109 | $25.69M | 2 % | 947,042 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $23.76M | 2 % | 416,736 | ||
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 | $23.68M | 2 % | 660,840 |
Rows Per Page
10
- 10
- 50
- 100