$185 Million is the total value of Financial Network Wealth Management LLC's 103 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -12,066 | -100.0% | -0.09% | – |
| NKX | Exit | NUVEEN CALIFORNIA AMT QLT MU | $0 | – | -12,177 | -100.0% | -0.09% | – |
| HEZU | Exit | ISHARES TRcur hd eurzn etf | $0 | – | -7,196 | -100.0% | -0.13% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -2,991 | -100.0% | -0.14% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,064 | -100.0% | -0.18% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -7,641 | -100.0% | -0.23% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -8,225 | -100.0% | -0.23% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -11,640 | -100.0% | -0.23% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -5,643 | -100.0% | -0.26% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -11,895 | -100.0% | -0.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.