FINANCIAL MANAGEMENT NETWORK INC
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationmission viejo, CA
- CIK0001844831
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
186 | $606.40M | IVV, MOAT, IJH, AVUV | 13F-HR | Oct 28, 2025 | 000175496025000719 | ||
176 | $558.11M | IVV, MOAT, IJH, IJR | 13F-HR | Jul 10, 2025 | 000175496025000332 | ||
153 | $444.36M | IVV, MOAT, IJH, SMOT | 13F-HR | May 7, 2025 | 000175496025000283 | ||
160 | $481.10M | IVV, MOAT, IJH, SMOT | 13F-HR | Feb 3, 2025 | 000175496025000088 | ||
172 | $478.11M | MOAT, IVV, SMOT, IJH | 13F-HR | Oct 23, 2024 | 000175496024000530 | ||
149 | $416.66M | MOAT, IVV, SMOT, IJH | 13F-HR | Jul 22, 2024 | 000175496024000311 | ||
154 | $396.76M | MOAT, IVV, CALF, SMOT | 13F-HR | Apr 22, 2024 | 000175496024000165 | ||
136 | $342.56M | MOAT, IVV, CALF, GCOW | 13F-HR | Jan 22, 2024 | 000175496024000052 | ||
145 | $302.06M | MOAT, IVV, IJH, GCOW | 13F-HR | Oct 24, 2023 | 000175496023000295 | ||
140 | $286.90M | MOAT, IVV, IJH, AAPL | 13F-HR | Jul 28, 2023 | 000175496023000223 | ||
126 | $249.02M | MOAT, IVV, IJH, AAPL | 13F-HR | Apr 21, 2023 | 000175496023000114 | ||
131 | $224.83M | MOAT, IVV, IJH, VANGUARD WORLD FDS | 13F-HR | Feb 10, 2023 | 000175496023000070 | ||
132 | $202.55M | MOAT, IVV, IJH, AAPL | 13F-HR | Nov 3, 2022 | 000175496022000289 | ||
123 | $188.05M | MOAT, IVV, IJH, AAPL | 13F-HR | Jul 11, 2022 | 000175496022000177 | ||
115 | $196.88M | MOAT, IVV, AAPL, IJH | 13F-HR | Apr 21, 2022 | 000175496022000105 | ||
130 | $218.07M | MOAT, IVV, IJH, AAPL | 13F-HR | Jan 19, 2022 | 000175496022000028 | ||
128 | $197.39M | MOAT, IVV, IJH, AAPL | 13F-HR | Oct 13, 2021 | 000175496021000189 | ||
124 | $196.55M | MOAT, IVV, IJH, AAPL | 13F-HR | Jul 20, 2021 | 000175496021000114 | ||
126 | $192.98M | MOAT, IVV, IJH, AAPL | 13F-HR | May 6, 2021 | 000175496021000077 | ||
109 | $162.49M | MOAT, IVV, IJH, AAPL | 13F-HR | Feb 8, 2021 | 000175496021000035 |