account_balance
Investment manager · 13F filer · SEC CIK 1697856
Financial Advisors Network, Inc.
Reported value$901Mas of Sep 30, 2026
Positions213 10 new, 5 sold out
Top 10 weight54.3%BND alone is 11%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
11.2%Added +15%
VEAVanguard Tax-Managed FDS
8.5%Added +18%
VTVVanguard Index FDS
6.5%Added +41%
VUGVanguard Index FDS
6.1%Added +50%
SCHGSchwab Strategic Tr
5.4%
VWOVanguard Intl Equity Index F
4.3%Added +19%
SCHVSchwab Strategic Tr
4.1%
GILDGilead Sciences, Inc.
2.8%Trimmed −3%
BNDXVanguard Charlotte FDS
2.8%+15%
IDEViShares Tr
2.6%
AAPLApple Inc.
2.0%−2%
EMBiShares Tr
1.9%+3%
BNDVanguard Bd Index FDS
11.2%Added +15%
VEAVanguard Tax-Managed FDS
8.5%Added +18%
VTVVanguard Index FDS
6.5%
VUGVanguard Index FDS
6.1%
SCHGSchwab Strategic Tr
5.4%
VWOVanguard Intl Equity Index F
4.3%
SCHVSchwab Strategic Tr
4.1%
BNDX
IDEV
AAPLEMB1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BND Vanguard Bd Index FDS 11.2% Added +15%
VEA Vanguard Tax-Managed FDS 8.5% Added +18%
VTV Vanguard Index FDS 6.5% Added +41%
VUG Vanguard Index FDS 6.1% Added +50%
SCHG Schwab Strategic Tr 5.4% Held
VWO Vanguard Intl Equity Index F 4.3% Added +19%
SCHV Schwab Strategic Tr 4.1% Held
GILD Gilead Sciences, Inc. 2.8% Trimmed −3%BNDX Vanguard Charlotte FDS 2.8% Added +15%
IDEV iShares Tr 2.6% Held
AAPL Apple Inc. 2.0% Trimmed −2%EMB iShares Tr 1.9% Added +3%
What changed
Biggest moves since Jun 30, 2026
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