Financial Advisors Network, Inc.
CIK: 0001697856SEC EDGAR →
Portfolio Value
$678K
Holdings
196
As of
Q3 2025
New Positions
10
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 1,077,673 | $80K | 11.82% |
| 2 | VANGUARD TAX-MANAGED FDS | 960,379 | $58K | 8.49% |
| 3 | SCHWAB STRATEGIC TR | 1,265,928 | $40K | 5.96% |
| 4 | VANGUARD INDEX FDS | 189,637 | $35K | 5.22% |
| 5 | VANGUARD INDEX FDS | 66,010 | $32K | 4.67% |
| 6 | VANGUARD INTL EQUITY INDEX F | 541,427 | $29K | 4.33% |
| 7 | SCHWAB STRATEGIC TR | 983,803 | $29K | 4.22% |
| 8 | ISHARES TR | 224,323 | $18K | 2.65% |
| 9 | VANGUARD CHARLOTTE FDS | 361,301 | $18K | 2.64% |
| 10 | GILEAD SCIENCES INC | 155,867 | $17K | 2.55% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $467K | 68.9% |
| Technology | 39 | $86K | 12.7% |
| Healthcare | 18 | $35K | 5.2% |
| Consumer Cyclical | 15 | $22K | 3.2% |
| Industrials | 17 | $19K | 2.8% |
| Consumer Defensive | 15 | $15K | 2.3% |
| Communication Services | 10 | $11K | 1.7% |
| Unknown | 8 | $9K | 1.3% |
| Utilities | 11 | $5K | 0.7% |
| Energy | 4 | $4K | 0.6% |
| Real Estate | 2 | $4K | 0.5% |
| Basic Materials | 2 | $648 | 0.1% |