account_balance
Investment manager · 13F filer · SEC CIK 1844831
Financial Management Network Inc
Reported value$695Mas of Sep 30, 2026
Positions209 11 new, 13 sold out
Top 10 weight42.3%IVV alone is 10%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.1%
AVUVAmerican Centy ETF Tr
4.8%
AVLVAmerican Centy ETF Tr
4.7%Added +10%
IJHiShares Tr
4.2%Added +2%
AVDVAmerican Centy ETF Tr
3.9%
IJRiShares Tr
3.6%
AAPLApple Inc.
3.0%Trimmed −3%
VCITVanguard Scottsdale FDS
2.7%Added +3%
BINCBlackRock ETF Trust II
2.7%Added +4%
CLOIVaneck ETF Trust
2.6%Added +66%
CGXUCapital Group Intl Focus Eqt
2.4%
AVMVAmerican Centy ETF Tr
2.4%Added +13%
IVViShares Tr
10.1%
AVUVAmerican Centy ETF Tr
4.8%
AVLVAmerican Centy ETF Tr
4.7%+10%
IJHiShares Tr
4.2%+2%
AVDVAmerican Centy ETF Tr
3.9%
IJRiShares Tr
3.6%
AAPLApple Inc.
3.0%
VCITVanguard Scottsdale FDS
2.7%
BINCBlackRock ETF Trust II
2.7%
CLOI2.6%
CGXU2.4%
AVMV2.4%
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
IVV iShares Tr 10.1% Held
AVUV American Centy ETF Tr 4.8% Held
AVLV American Centy ETF Tr 4.7% Added +10%
IJH iShares Tr 4.2% Added +2%
AVDV American Centy ETF Tr 3.9% Held
IJR iShares Tr 3.6% Held
AAPL Apple Inc. 3.0% Trimmed −3%VCIT Vanguard Scottsdale FDS 2.7% Added +3%
BINC BlackRock ETF Trust II 2.7% Added +4%
CLOI Vaneck ETF Trust 2.6% Added +66%
CGXU Capital Group Intl Focus Eqt 2.4% Held
AVMV American Centy ETF Tr 2.4% Added +13%
What changed
Biggest moves since Jun 30, 2026
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