$183 Million is the total value of Financial Network Wealth Management LLC's 111 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NUMG | New | NUSHARES ETF TRnuveen esg midcp | $1,821,000 | – | 37,026 | +100.0% | 0.92% | – |
| BSCT | New | INVESCO EXCH TRD SLF IDX FD | $310,000 | – | 14,800 | +100.0% | 0.16% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $261,000 | – | 1,150 | +100.0% | 0.13% | – |
| USRT | New | ISHARES TRcre u s reit etf | $258,000 | – | 3,821 | +100.0% | 0.13% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $251,000 | – | 5,084 | +100.0% | 0.13% | – |
| LSI | New | LIFE STORAGE INC | $250,000 | – | 1,635 | +100.0% | 0.13% | – |
| NVO | New | NOVO-NORDISK A Sadr | $224,000 | – | 2,000 | +100.0% | 0.11% | – |
| ACM | New | AECOM | $209,000 | – | 2,700 | +100.0% | 0.11% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $207,000 | – | 2,363 | +100.0% | 0.10% | – |
| ACN | New | ACCENTURE PLC IRELAND | $207,000 | – | 500 | +100.0% | 0.10% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $204,000 | – | 4,943 | +100.0% | 0.10% | – |
| BDX | New | BECTON DICKINSON & CO | $201,000 | – | 800 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 12 | Q3 2023 | 8.9% |
| VANGUARD WORLD FD | 12 | Q3 2023 | 9.9% |
| ISHARES TR | 12 | Q3 2023 | 8.6% |
| FLEXSHARES TR | 12 | Q3 2023 | 8.7% |
| ISHARES TR | 12 | Q3 2023 | 6.1% |
| ISHARES TR | 12 | Q3 2023 | 5.8% |
| ISHARES TR | 12 | Q3 2023 | 5.8% |
| INVESCO QQQ TRUST SERIES I | 12 | Q3 2023 | 5.3% |
| FLEXSHARES TRUST FLEXS STOXX US ESG | 12 | Q3 2023 | 5.0% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 5.8% |
View Financial Network Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-27 |
View Financial Network Wealth Management LLC'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.