Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL BOND MARKET ETF | 24 | Q3 2023 | 7.1% |
VANGUARD EUROPEAN | 24 | Q3 2023 | 4.7% |
ISHARES RUSSELL 2000 ETF | 24 | Q3 2023 | 4.2% |
APPLE INC | 24 | Q3 2023 | 3.6% |
MICROSOFT | 24 | Q3 2023 | 2.1% |
ISHARES MSCI EAFE ETF | 24 | Q3 2023 | 5.5% |
ISHARES S&P 500 INDEX | 24 | Q3 2023 | 4.0% |
ISHARES RUSSELL 1000 GROWTH ETF | 24 | Q3 2023 | 3.6% |
VANGUARD SHORT-TERM TREASURY ETF | 24 | Q3 2023 | 4.1% |
ISHARES RUSSELL 1000 VALUE ETF | 24 | Q3 2023 | 3.7% |
View AdvisorNet Financial, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
D/A | 2024-04-25 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-04 |
13F-HR | 2022-07-07 |
D/A | 2022-06-08 |
View AdvisorNet Financial, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.