$167 Million is the total value of Financial Network Wealth Management LLC's 92 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $411,000 | – | 8,225 | +100.0% | 0.25% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $230,000 | – | 1,167 | +100.0% | 0.14% | – |
BIV | New | VANGUARD BD INDEX FDSintermed term | $217,000 | – | 2,801 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-09
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.