Financial Advisors Network, Inc. Diversified Active

Location: Tustin, CA

CIK: 0001697856 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value: $497M (100.0% shares, 0.0% debt)

Holdings (177)

BND VANGUARD BD INDEX FDS 13.3%
Value $66.11M Shares 898,850 Est. Cost $17484.81 Unrealized
VTV VANGUARD INDEX FDS 7.8%
Value $38.77M Shares 259,342 Est. Cost $18540.52 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.6%
Value $28.06M Shares 585,834 Est. Cost $40.15 Unrealized
SCHG SCHWAB STRATEGIC TR 4.6%
Value $22.69M Shares 273,529 Est. Cost $81.61 Unrealized
VUG VANGUARD INDEX FDS 4.2%
Value $20.93M Shares 67,328 Est. Cost $27130.94 Unrealized
SCHV SCHWAB STRATEGIC TR 3.6%
Value $17.64M Shares 251,682 Est. Cost $62.25 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.4%
Value $17.09M Shares 415,794 Est. Cost $485.14 Unrealized
VXUS VANGUARD STAR FDS 3.3%
Value $16.22M Shares 279,872 Est. Cost $2009.77 Unrealized
GILD GILEAD SCIENCES INC 2.6%
Value $12.8M Shares 157,969 Est. Cost $55.03 Unrealized +31.2%
HYG ISHARES TR 2.5%
Value $12.54M Shares 162,047 Est. Cost $18962.21 Unrealized
IJS ISHARES TR 2.2%
Value $10.89M Shares 105,619 Est. Cost $95.66 Unrealized
AAPL APPLE INC 2.1%
Value $10.63M Shares 55,190 Est. Cost $130.76 Unrealized +39.8%
IDEV ISHARES TR 2.0%
Value $9.964M Shares 156,517 Est. Cost $58.27 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.0%
Value $9.926M Shares 201,071 Est. Cost $18840.55 Unrealized
IVE ISHARES TR 1.8%
Value $9.142M Shares 52,572 Est. Cost $112.66 Unrealized
IVW ISHARES TR 1.8%
Value $8.929M Shares 118,897 Est. Cost $73.40 Unrealized
EMB ISHARES TR 1.6%
Value $8.183M Shares 91,880 Est. Cost $30005.03 Unrealized
EFA ISHARES TR 1.5%
Value $7.698M Shares 102,163 Est. Cost $61.72 Unrealized
BSV VANGUARD BD INDEX FDS 1.2%
Value $5.752M Shares 74,678 Est. Cost $77.65 Unrealized
IEMG ISHARES INC 1.0%
Value $4.912M Shares 97,114 Est. Cost $54.03 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value $4.889M Shares 22,917 Est. Cost $189.07 Unrealized
ADSK AUTODESK INC 0.9%
Value $4.583M Shares 18,821 Est. Cost $210.53 Unrealized +2.6%
EXPE EXPEDIA GROUP INC 0.9%
Value $4.561M Shares 30,051 Est. Cost $109.50 Unrealized +10.9%
ORLY OREILLY AUTOMOTIVE INC 0.8%
Value $4.053M Shares 4,266 Est. Cost $46.15 Unrealized +36.9%
FTNT FORTINET INC 0.8%
Value $4.014M Shares 68,576 Est. Cost $54.96 Unrealized +0.6%
NUE NUCOR CORP 0.8%
Value $3.979M Shares 22,863 Est. Cost $159.24 Unrealized -3.7%
VBK VANGUARD INDEX FDS 0.8%
Value $3.892M Shares 16,098 Est. Cost $206.58 Unrealized
VNQ VANGUARD INDEX FDS 0.8%
Value $3.804M Shares 43,051 Est. Cost $8182.21 Unrealized
MCK MCKESSON CORP 0.8%
Value $3.773M Shares 8,149 Est. Cost $266.57 Unrealized +68.9%
CAH CARDINAL HEALTH INC 0.7%
Value $3.722M Shares 36,929 Est. Cost $86.70 Unrealized +10.4%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value $3.634M Shares 28,571 Est. Cost $115.34 Unrealized -0.6%
MA MASTERCARD INCORPORATED 0.7%
Value $3.63M Shares 8,511 Est. Cost $225.75 Unrealized +75.9%
STLD STEEL DYNAMICS INC 0.7%
Value $3.62M Shares 30,652 Est. Cost $100.65 Unrealized +7.2%
HPQ HP INC 0.7%
Value $3.615M Shares 120,137 Est. Cost $20.90 Unrealized +23.3%
OTIS OTIS WORLDWIDE CORP 0.7%
Value $3.614M Shares 40,389 Est. Cost $75.78 Unrealized +5.9%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value $3.528M Shares 15,142 Est. Cost $217.54 Unrealized +2.1%
NFLX NETFLIX INC 0.7%
Value $3.454M Shares 7,094 Est. Cost $43.65 Unrealized 0.0%
VRSN VERISIGN INC 0.7%
Value $3.242M Shares 15,740 Est. Cost $164.64 Unrealized +25.4%
EEM ISHARES TR 0.6%
Value $3.164M Shares 78,696 Est. Cost $39.36 Unrealized
CF CF INDS HLDGS INC 0.6%
Value $3.145M Shares 39,560 Est. Cost $74.72 Unrealized +1.1%
CL COLGATE PALMOLIVE CO 0.6%
Value $2.938M Shares 36,857 Est. Cost $70.89 Unrealized +1.2%
HUM HUMANA INC 0.6%
Value $2.903M Shares 6,340 Est. Cost $457.96 Unrealized +4.8%
MSFT MICROSOFT CORP 0.5%
Value $2.548M Shares 6,777 Est. Cost $210.05 Unrealized +66.8%
SPY SPDR S&P 500 ETF TR 0.5%
Value $2.46M Shares 5,176 Est. Cost $262.61 Unrealized
VBR VANGUARD INDEX FDS 0.5%
Value $2.336M Shares 12,980 Est. Cost $146.07 Unrealized
GOOG ALPHABET INC 0.5%
Value $2.252M Shares 15,977 Est. Cost $126.36 Unrealized +6.6%
CVX CHEVRON CORP NEW 0.4%
Value $1.929M Shares 12,934 Est. Cost $97.33 Unrealized +41.6%
IJT ISHARES TR 0.3%
Value $1.738M Shares 13,889 Est. Cost $111.67 Unrealized
SLYG SPDR SER TR 0.3%
Value $1.614M Shares 19,300 Est. Cost $61.52 Unrealized
AVGO BROADCOM INC 0.3%
Value $1.545M Shares 1,384 Est. Cost $67.73 Unrealized +36.2%
PLD PROLOGIS INC. 0.3%
Value $1.426M Shares 10,697 Est. Cost $114.18 Unrealized -7.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $1.41M Shares 2,678 Est. Cost $260.75 Unrealized +96.1%
NVDA NVIDIA CORPORATION 0.3%
Value $1.352M Shares 2,731 Est. Cost $27.67 Unrealized +67.3%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $1.231M Shares 16,148 Est. Cost $68.23 Unrealized +2.0%
PAYX PAYCHEX INC 0.2%
Value $1.215M Shares 10,200 Est. Cost $92.68 Unrealized +19.9%
PG PROCTER AND GAMBLE CO 0.2%
Value $1.195M Shares 8,155 Est. Cost $96.37 Unrealized +45.9%
MAS MASCO CORP 0.2%
Value $1.163M Shares 17,366 Est. Cost $31.68 Unrealized +76.8%
META META PLATFORMS INC 0.2%
Value $1.115M Shares 3,149 Est. Cost $248.02 Unrealized +30.4%
SLYV SPDR SER TR 0.2%
Value $1.093M Shares 13,120 Est. Cost $52.39 Unrealized
ADBE ADOBE INC 0.2%
Value $1.092M Shares 1,830 Est. Cost $538.33 Unrealized +7.1%
AMZN AMAZON COM INC 0.2%
Value $1.081M Shares 7,115 Est. Cost $129.78 Unrealized +8.0%
RTX RTX CORPORATION 0.2%
Value $1.078M Shares 12,810 Est. Cost $54.61 Unrealized +38.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value $937K Shares 2,067 Est. Cost $303.10 Unrealized +37.7%
TSLA TESLA INC 0.2%
Value $908K Shares 3,653 Est. Cost $245.90 Unrealized -3.4%
AZO AUTOZONE INC 0.2%
Value $858K Shares 332 Est. Cost $2154.55 Unrealized +20.4%
IT GARTNER INC 0.2%
Value $764K Shares 1,693 Est. Cost $357.92 Unrealized +11.6%
CSCO CISCO SYS INC 0.2%
Value $763K Shares 15,104 Est. Cost $37.98 Unrealized +26.3%
PM PHILIP MORRIS INTL INC 0.2%
Value $748K Shares 7,945 Est. Cost $84.25 Unrealized -0.6%
AMAT APPLIED MATLS INC 0.1%
Value $743K Shares 4,583 Est. Cost $141.18 Unrealized +2.1%
HD HOME DEPOT INC 0.1%
Value $738K Shares 2,130 Est. Cost $269.19 Unrealized +9.1%
GOOGL ALPHABET INC 0.1%
Value $731K Shares 5,232 Est. Cost $128.39 Unrealized +3.9%
ENPH ENPHASE ENERGY INC 0.1%
Value $724K Shares 5,480 Est. Cost $132.62 Unrealized -20.0%
TER TERADYNE INC 0.1%
Value $712K Shares 6,560 Est. Cost $101.94 Unrealized -7.8%
IVV ISHARES TR 0.1%
Value $699K Shares 1,464 Est. Cost $299.43 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value $697K Shares 5,097 Est. Cost $125.61 Unrealized +4.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $687K Shares 4,662 Est. Cost $69.25 Unrealized +70.2%
MMM 3M CO 0.1%
Value $681K Shares 6,225 Est. Cost $92.70 Unrealized -18.5%
VTI VANGUARD INDEX FDS 0.1%
Value $677K Shares 2,854 Est. Cost $201.94 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value $644K Shares 531 Est. Cost $1347.48 Unrealized -19.7%
HOLX HOLOGIC INC 0.1%
Value $628K Shares 8,794 Est. Cost $74.13 Unrealized -6.1%
JNJ JOHNSON & JOHNSON 0.1%
Value $598K Shares 3,817 Est. Cost $124.37 Unrealized +15.5%
XOM EXXON MOBIL CORP 0.1%
Value $573K Shares 5,729 Est. Cost $65.86 Unrealized +48.2%
PKG PACKAGING CORP AMER 0.1%
Value $545K Shares 3,347 Est. Cost $136.75 Unrealized +8.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $534K Shares 14,167 Est. Cost $29.04 Unrealized +6.8%
INTU INTUIT 0.1%
Value $533K Shares 853 Est. Cost $507.04 Unrealized +7.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $532K Shares 3,255 Est. Cost $104.85 Unrealized +34.9%
RHI ROBERT HALF INC. 0.1%
Value $524K Shares 5,957 Est. Cost $77.00 Unrealized +3.2%
QCOM QUALCOMM INC 0.1%
Value $522K Shares 3,611 Est. Cost $110.06 Unrealized +7.5%
TXN TEXAS INSTRS INC 0.1%
Value $516K Shares 3,025 Est. Cost $143.38 Unrealized +1.5%
BA BOEING CO 0.1%
Value $515K Shares 1,976 Est. Cost $192.37 Unrealized +11.2%
MCD MCDONALDS CORP 0.1%
Value $515K Shares 1,736 Est. Cost $178.26 Unrealized +45.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value $497K Shares 1,417 Est. Cost $307.02 Unrealized +1.8%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value $495K Shares 4,402 Est. Cost $96.58 Unrealized -5.8%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value $487K Shares 1,787 Est. Cost $117.30 Unrealized +119.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $480K Shares 2,816 Est. Cost $164.98 Unrealized
PIONEER NAT RES CO 0.1%
Value $466K Shares 2,074 Est. Cost $229.48 Unrealized
FAST FASTENAL CO 0.1%
Value $461K Shares 7,119 Est. Cost $17.17 Unrealized +67.1%
BBY BEST BUY INC 0.1%
Value $453K Shares 5,788 Est. Cost $81.11 Unrealized -21.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $442K Shares 1,239 Est. Cost $268.44 Unrealized +30.8%
AWR AMER STATES WTR CO 0.1%
Value $425K Shares 5,284 Est. Cost $63.50 Unrealized +19.8%
EMR EMERSON ELEC CO 0.1%
Value $420K Shares 4,311 Est. Cost $43.98 Unrealized +100.3%
AMGN AMGEN INC 0.1%
Value $415K Shares 1,440 Est. Cost $231.86 Unrealized +10.0%
AGG ISHARES TR 0.1%
Value $412K Shares 4,150 Est. Cost $21036.48 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $410K Shares 4,508 Est. Cost $83.65 Unrealized -0.7%
ABBV ABBVIE INC 0.1%
Value $409K Shares 2,636 Est. Cost $135.49 Unrealized +0.2%
MRNA MODERNA INC 0.1%
Value $407K Shares 4,094 Est. Cost $129.77 Unrealized -35.2%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value $393K Shares 4,850 Est. Cost $100.04 Unrealized
EIX EDISON INTL 0.1%
Value $386K Shares 5,393 Est. Cost $51.36 Unrealized +15.9%
GD GENERAL DYNAMICS CORP 0.1%
Value $384K Shares 1,480 Est. Cost $169.13 Unrealized +38.5%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value $378K Shares 3,976 Est. Cost $69.70 Unrealized +14.6%
DPZ DOMINOS PIZZA INC 0.1%
Value $376K Shares 912 Est. Cost $363.43 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value $376K Shares 1,791 Est. Cost $147.20 Unrealized +17.1%
CTRA COTERRA ENERGY INC 0.1%
Value $372K Shares 14,575 Est. Cost $25.20 Unrealized -1.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value $362K Shares 10,102 Est. Cost $34.28 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value $357K Shares 4,246 Est. Cost $86.24 Unrealized -11.6%
DTE DTE ENERGY CO 0.1%
Value $345K Shares 3,125 Est. Cost $109.69 Unrealized -13.5%
QQQ INVESCO QQQ TR 0.1%
Value $343K Shares 837 Est. Cost $358.29 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value $342K Shares 2,206 Est. Cost $134.33 Unrealized +7.4%
MO ALTRIA GROUP INC 0.1%
Value $342K Shares 8,478 Est. Cost $35.74 Unrealized -2.6%
MET METLIFE INC 0.1%
Value $338K Shares 5,116 Est. Cost $36.29 Unrealized +62.0%
CMI CUMMINS INC 0.1%
Value $337K Shares 1,407 Est. Cost $146.02 Unrealized +48.5%
INTC INTEL CORP 0.1%
Value $336K Shares 6,680 Est. Cost $44.12 Unrealized -9.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value $336K Shares 2,761 Est. Cost $113.76 Unrealized -2.2%
SBUX STARBUCKS CORP 0.1%
Value $335K Shares 3,490 Est. Cost $63.85 Unrealized +44.4%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $329K Shares 2,305 Est. Cost $103.23 Unrealized +4.9%
MARATHON OIL CORP 0.1%
Value $321K Shares 13,273 Est. Cost $24.16 Unrealized
WMT WALMART INC 0.1%
Value $319K Shares 2,024 Est. Cost $25.32 Unrealized +103.9%
APA APA CORPORATION 0.1%
Value $316K Shares 8,813 Est. Cost $34.62 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $311K Shares 3,647 Est. Cost $60.26 Unrealized +17.2%
JPM JPMORGAN CHASE & CO 0.1%
Value $308K Shares 1,810 Est. Cost $92.02 Unrealized +57.5%
GIS GENERAL MLS INC 0.1%
Value $308K Shares 4,723 Est. Cost $57.86 Unrealized +2.9%
IP INTERNATIONAL PAPER CO 0.1%
Value $306K Shares 8,472 Est. Cost $30.68 Unrealized +4.2%
XLC SELECT SECTOR SPDR TR 0.1%
Value $304K Shares 4,177 Est. Cost $66.42 Unrealized
V VISA INC 0.1%
Value $302K Shares 1,162 Est. Cost $199.56 Unrealized +21.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value $295K Shares 3,035 Est. Cost $83.56 Unrealized +0.3%
VLO VALERO ENERGY CORP 0.1%
Value $284K Shares 2,185 Est. Cost $57.68 Unrealized +106.9%
KELLANOVA 0.1%
Value $282K Shares 5,040 Est. Cost $59.43 Unrealized -17.9%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value $269K Shares 4,200 Est. Cost $60.15 Unrealized
IJR ISHARES TR 0.1%
Value $267K Shares 2,464 Est. Cost $94.61 Unrealized
CAT CATERPILLAR INC 0.1%
Value $263K Shares 889 Est. Cost $251.22 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.1%
Value $261K Shares 4,263 Est. Cost $58.23 Unrealized -9.3%
ALL ALLSTATE CORP 0.1%
Value $258K Shares 1,846 Est. Cost $114.28 Unrealized +9.2%
SNA SNAP ON INC 0.1%
Value $258K Shares 894 Est. Cost $253.70 Unrealized +0.5%
AMCOR PLC 0.1%
Value $256K Shares 26,580 Est. Cost $10.10 Unrealized -16.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value $251K Shares 5,549 Est. Cost $45.93 Unrealized -7.7%
NTAP NETAPP INC 0.1%
Value $251K Shares 2,849 Est. Cost $78.04 Unrealized -1.3%
CAG CONAGRA BRANDS INC 0.1%
Value $249K Shares 8,684 Est. Cost $29.92 Unrealized -16.7%
MRK MERCK & CO INC 0.1%
Value $249K Shares 2,283 Est. Cost $71.05 Unrealized +36.3%
FFIV F5 INC 0.0%
Value $247K Shares 1,382 Est. Cost $163.14 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value $242K Shares 2,796 Est. Cost $66.68 Unrealized +9.8%
ARISTA NETWORKS INC 0.0%
Value $241K Shares 1,024 Est. Cost $235.51 Unrealized
F FORD MTR CO DEL 0.0%
Value $241K Shares 19,779 Est. Cost $11.08 Unrealized -13.0%
CMF ISHARES TR 0.0%
Value $241K Shares 4,156 Est. Cost $54.84 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $240K Shares 432 Est. Cost $469.47 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $239K Shares 1,502 Est. Cost $135.82 Unrealized 0.0%
QRVO QORVO INC 0.0%
Value $235K Shares 2,091 Est. Cost $96.55 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value $234K Shares 355 Est. Cost $532.21 Unrealized +7.8%
WESTROCK CO 0.0%
Value $234K Shares 5,630 Est. Cost $35.80 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $234K Shares 4,554 Est. Cost $53.94 Unrealized -12.8%
LNT ALLIANT ENERGY CORP 0.0%
Value $233K Shares 4,542 Est. Cost $47.84 Unrealized -2.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $229K Shares 8,781 Est. Cost $26.11 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $229K Shares 100 Est. Cost $41.61 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.0%
Value $226K Shares 10,614 Est. Cost $17.25 Unrealized -1.4%
MDT MEDTRONIC PLC 0.0%
Value $223K Shares 2,709 Est. Cost $77.71 Unrealized -8.1%
INCY INCYTE CORP 0.0%
Value $222K Shares 3,529 Est. Cost $56.56 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value $221K Shares 1,639 Est. Cost $113.60 Unrealized +6.2%
CVS CVS HEALTH CORP 0.0%
Value $218K Shares 2,766 Est. Cost $65.40 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.0%
Value $216K Shares 5,000 Est. Cost $40.80 Unrealized +0.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $216K Shares 689 Est. Cost $295.69 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.0%
Value $214K Shares 6,563 Est. Cost $27.60 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $211K Shares 2,438 Est. Cost $87.61 Unrealized -9.4%
AVB AVALONBAY CMNTYS INC 0.0%
Value $209K Shares 1,119 Est. Cost $161.55 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value $205K Shares 852 Est. Cost $215.55 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value $204K Shares 5,680 Est. Cost $37.20 Unrealized -4.5%
ETON ETON PHARMACEUTICALS INC 0.0%
Value $46,573 Shares 10,633 Est. Cost $7.41 Unrealized -45.9%
EMX EMX RTY CORP 0.0%
Value $44,652 Shares 27,563 Est. Cost $2.18 Unrealized
DNN DENISON MINES CORP 0.0%
Value $30,842 Shares 17,425 Est. Cost $0.47 Unrealized +257.0%