HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD BD INDEX FDS (BND) |
898,850 | -19,183 | $66,110 |
| BND | 898,850 | -19,183 | $66,110 |
| VANGUARD INDEX FDS (VTV) |
259,342 | -3,224 | $38,772 |
| VTV | 259,342 | -3,224 | $38,772 |
| VANGUARD TAX MANAGED FDS (VEA) |
585,834 | +12,808 | $28,061 |
| VEA | 585,834 | +12,808 | $28,061 |
| SCHWAB STRATEGIC TR |
273,529 | +8,342 | $22,692 |
| SCHG | 273,529 | +8,342 | $22,692 |
| VANGUARD INDEX FDS (VUG) |
67,328 | -1,894 | $20,931 |
| VUG | 67,328 | -1,894 | $20,931 |
| SCHWAB STRATEGIC TR |
251,682 | +17,626 | $17,643 |
| SCHV | 251,682 | +17,626 | $17,643 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
415,794 | +3,408 | $17,089 |
| VWO | 415,794 | +3,408 | $17,089 |
| VANGUARD STAR FDS (VXUS) |
279,872 | -13,545 | $16,221 |
| VXUS | 279,872 | -13,545 | $16,221 |
| GILEAD SCIENCES INC |
157,969 | +24 | $12,797 |
| GILD | 157,969 | +24 | $12,797 |
| ISHARES TR (HYG) |
162,047 | -4,131 | $12,541 |
| HYG | 162,047 | -4,131 | $12,541 |
| ISHARES TR (IJS) |
105,619 | +1,265 | $10,886 |
| IJS | 105,619 | +1,265 | $10,886 |
| APPLE INC |
55,190 | -941 | $10,626 |
| AAPL | 55,190 | -941 | $10,626 |
| ISHARES TR (IDEV) |
156,517 | +19,736 | $9,964 |
| IDEV | 156,517 | +19,736 | $9,964 |
| VANGUARD CHARLOTTE FDS (BNDX) |
201,071 | +1,957 | $9,926 |
| BNDX | 201,071 | +1,957 | $9,926 |
| ISHARES TR (IVE) |
52,572 | -3,343 | $9,142 |
| IVE | 52,572 | -3,343 | $9,142 |
| ISHARES TR (IVW) |
118,897 | -3,271 | $8,929 |
| IVW | 118,897 | -3,271 | $8,929 |
| ISHARES TR (EMB) |
91,880 | +1,216 | $8,183 |
| EMB | 91,880 | +1,216 | $8,183 |
| ISHARES TR (EFA) |
102,163 | -8,784 | $7,698 |
| EFA | 102,163 | -8,784 | $7,698 |
| VANGUARD BD INDEX FDS (BSV) |
74,678 | -5,829 | $5,752 |
| BSV | 74,678 | -5,829 | $5,752 |
| ISHARES INC (IEMG) |
97,114 | +9,830 | $4,912 |
| IEMG | 97,114 | +9,830 | $4,912 |
| VANGUARD INDEX FDS (VB) |
22,917 | -974 | $4,889 |
| VB | 22,917 | -974 | $4,889 |
| AUTODESK INC |
18,821 | +1,294 | $4,583 |
| ADSK | 18,821 | +1,294 | $4,583 |
| EXPEDIA GROUP INC |
30,051 | -800 | $4,561 |
| EXPE | 30,051 | -800 | $4,561 |
| OREILLY AUTOMOTIVE INC |
4,266 | +242 | $4,053 |
| ORLY | 4,266 | +242 | $4,053 |
| FORTINET INC |
68,576 | +6,544 | $4,014 |
| FTNT | 68,576 | +6,544 | $4,014 |
| NUCOR CORP |
22,863 | +947 | $3,979 |
| NUE | 22,863 | +947 | $3,979 |
| VANGUARD INDEX FDS (VBK) |
16,098 | +997 | $3,892 |
| VBK | 16,098 | +997 | $3,892 |
| VANGUARD INDEX FDS (VNQ) |
43,051 | +969 | $3,804 |
| VNQ | 43,051 | +969 | $3,804 |
| MCKESSON CORP |
8,149 | -7 | $3,773 |
| MCK | 8,149 | -7 | $3,773 |
| CARDINAL HEALTH INC |
36,929 | +19 | $3,722 |
| CAH | 36,929 | +19 | $3,722 |
| EXPEDITORS INTL WASH INC |
28,571 | +1,346 | $3,634 |
| EXPD | 28,571 | +1,346 | $3,634 |
| MASTERCARD INCORPORATED |
8,511 | +1 | $3,630 |
| MA | 8,511 | +1 | $3,630 |
| STEEL DYNAMICS INC |
30,652 | +1,022 | $3,620 |
| STLD | 30,652 | +1,022 | $3,620 |
| HP INC |
120,137 | +7,044 | $3,615 |
| HPQ | 120,137 | +7,044 | $3,615 |
| OTIS WORLDWIDE CORP |
40,389 | +2,139 | $3,614 |
| OTIS | 40,389 | +2,139 | $3,614 |
| AUTOMATIC DATA PROCESSING IN |
15,142 | +851 | $3,528 |
| ADP | 15,142 | +851 | $3,528 |
| NETFLIX INC |
7,094 | +7,094 | $3,454 |
| NFLX | 7,094 | +7,094 | $3,454 |
| VERISIGN INC |
15,740 | +885 | $3,242 |
| VRSN | 15,740 | +885 | $3,242 |
| ISHARES TR (EEM) |
78,696 | -2,413 | $3,164 |
| EEM | 78,696 | -2,413 | $3,164 |
| CF INDS HLDGS INC |
39,560 | +2,394 | $3,145 |
| CF | 39,560 | +2,394 | $3,145 |
| COLGATE PALMOLIVE CO |
36,857 | +631 | $2,938 |
| CL | 36,857 | +631 | $2,938 |
| HUMANA INC |
6,340 | +375 | $2,903 |
| HUM | 6,340 | +375 | $2,903 |
| MICROSOFT CORP |
6,777 | -145 | $2,548 |
| MSFT | 6,777 | -145 | $2,548 |
| SPDR S&P 500 ETF TR (SPY) |
5,176 | -270 | $2,460 |
| SPY | 5,176 | -270 | $2,460 |
| VANGUARD INDEX FDS (VBR) |
12,980 | +782 | $2,336 |
| VBR | 12,980 | +782 | $2,336 |
| ALPHABET INC |
15,977 | +2,076 | $2,252 |
| GOOG | 15,977 | +2,076 | $2,252 |
| CHEVRON CORP NEW |
12,934 | -145 | $1,929 |
| CVX | 12,934 | -145 | $1,929 |
| ISHARES TR (IJT) |
13,889 | +1,785 | $1,738 |
| IJT | 13,889 | +1,785 | $1,738 |
| SPDR SER TR (SLYG) |
19,300 | -1,257 | $1,614 |
| SLYG | 19,300 | -1,257 | $1,614 |
| BROADCOM INC |
1,384 | +103 | $1,545 |
| AVGO | 1,384 | +103 | $1,545 |
See Full List: All Stocks Held By Financial Advisors Network Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Advisors Network Inc.
|
Size ($ in 1000's)
At 12/31/2023: $496,712 At 09/30/2023: $444,999 Financial Advisors Network Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Advisors Network Inc. 13F filings. Link to 13F filings: SEC filings |
