FINANCIAL MANAGEMENT NETWORK INC Diversified Active

CIK: 0001844831 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 23, 2024

Total Value ($000): $478,112 (100.0% shares, 0.0% debt)

Holdings (172)

MOAT VANECK ETF TRUST 9.8%
Value ($000) $46,877 Shares 488,251 Est. Cost $70.45 Unrealized
IVV ISHARES TR 9.2%
Value ($000) $43,859 Shares 76,184 Est. Cost $426.59 Unrealized
SMOT VANECK ETF TRUST 3.7%
Value ($000) $17,647 Shares 508,549 Est. Cost $28.67 Unrealized
IJH ISHARES TR 3.6%
Value ($000) $17,229 Shares 276,639 Est. Cost $93.70 Unrealized
GCOW PACER FDS TR 3.2%
Value ($000) $15,203 Shares 419,396 Est. Cost $32.22 Unrealized
AVDV AMERICAN CENTY ETF TR 3.2%
Value ($000) $15,198 Shares 216,707 Est. Cost $57.14 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $14,622 Shares 64,470 Est. Cost $121.99 Unrealized +81.9%
CALF PACER FDS TR 2.8%
Value ($000) $13,510 Shares 290,486 Est. Cost $40.83 Unrealized
IJR ISHARES TR 2.6%
Value ($000) $12,316 Shares 106,370 Est. Cost $102.05 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 2.5%
Value ($000) $11,773 Shares 438,308 Est. Cost $22.02 Unrealized
AVUV AMERICAN CENTY ETF TR 2.4%
Value ($000) $11,477 Shares 119,769 Est. Cost $87.21 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $11,009 Shares 132,954 Est. Cost $80.38 Unrealized
BINC BLACKROCK ETF TRUST II 2.2%
Value ($000) $10,356 Shares 195,500 Est. Cost $52.48 Unrealized
VHT VANGUARD WORLD FD 1.9%
Value ($000) $8,963 Shares 32,261 Est. Cost $237.10 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $8,011 Shares 64,131 Est. Cost $92.77 Unrealized +27.3%
SHV ISHARES TR 1.5%
Value ($000) $7,342 Shares 66,597 Est. Cost $110.06 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $7,062 Shares 73,838 Est. Cost $65.41 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $6,947 Shares 16,697 Est. Cost $238.27 Unrealized +77.6%
COWZ PACER FDS TR 1.4%
Value ($000) $6,501 Shares 111,383 Est. Cost $47.65 Unrealized
AMLP ALPS ETF TR 1.3%
Value ($000) $6,292 Shares 132,050 Est. Cost $47.65 Unrealized
NEAR ISHARES U S ETF TR 1.3%
Value ($000) $6,272 Shares 123,299 Est. Cost $49.60 Unrealized
V VISA INC 1.2%
Value ($000) $5,594 Shares 20,127 Est. Cost $198.52 Unrealized +34.9%
FFLG FIDELITY COVINGTON TRUST 1.1%
Value ($000) $5,185 Shares 216,477 Est. Cost $16.84 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $5,174 Shares 27,742 Est. Cost $128.26 Unrealized +42.3%
CGGO CAPITAL GROUP GBL GROWTH EQT 1.0%
Value ($000) $5,018 Shares 166,544 Est. Cost $21.01 Unrealized
IEI ISHARES TR 1.0%
Value ($000) $4,869 Shares 41,228 Est. Cost $117.66 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $4,461 Shares 5,052 Est. Cost $861.91 Unrealized 0.0%
AVLV AMERICAN CENTY ETF TR 0.9%
Value ($000) $4,270 Shares 64,357 Est. Cost $64.03 Unrealized
ARCC ARES CAPITAL CORP 0.8%
Value ($000) $4,018 Shares 190,897 Est. Cost $18.23 Unrealized 0.0%
GOVT ISHARES TR 0.8%
Value ($000) $3,821 Shares 165,214 Est. Cost $22.87 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $3,611 Shares 18,310 Est. Cost $142.91 Unrealized
IAU ISHARES GOLD TR 0.7%
Value ($000) $3,489 Shares 69,672 Est. Cost $35.48 Unrealized
WINN HARBOR ETF TRUST 0.7%
Value ($000) $3,407 Shares 132,982 Est. Cost $22.20 Unrealized
AVMV AMERICAN CENTY ETF TR 0.7%
Value ($000) $3,395 Shares 52,448 Est. Cost $62.59 Unrealized
STXK EA SERIES TRUST 0.7%
Value ($000) $3,334 Shares 107,336 Est. Cost $27.51 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $2,980 Shares 17,840 Est. Cost $111.55 Unrealized +49.5%
GOOG ALPHABET INC 0.6%
Value ($000) $2,959 Shares 17,555 Est. Cost $110.68 Unrealized +52.0%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $2,869 Shares 5,887 Est. Cost $328.27 Unrealized
CLOI VANECK ETF TRUST 0.6%
Value ($000) $2,807 Shares 53,146 Est. Cost $52.66 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2,775 Shares 4 Est. Cost $382818.60 Unrealized +73.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,729 Shares 46,130 Est. Cost $55.42 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $2,599 Shares 10,393 Est. Cost $235.59 Unrealized -3.2%
PTNQ PACER FDS TR 0.5%
Value ($000) $2,595 Shares 35,467 Est. Cost $70.47 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $2,593 Shares 27,265 Est. Cost $87.54 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.5%
Value ($000) $2,592 Shares 100,437 Est. Cost $25.28 Unrealized
BIZD VANECK ETF TRUST 0.5%
Value ($000) $2,587 Shares 159,409 Est. Cost $16.53 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.5%
Value ($000) $2,557 Shares 15,080 Est. Cost $83.42 Unrealized +76.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,211 Shares 4,785 Est. Cost $442.18 Unrealized 0.0%
HD HOME DEPOT INC 0.5%
Value ($000) $2,159 Shares 5,287 Est. Cost $255.53 Unrealized +38.0%
STRV EA SERIES TRUST 0.4%
Value ($000) $2,147 Shares 58,398 Est. Cost $29.10 Unrealized
STXE EA SERIES TRUST 0.4%
Value ($000) $2,116 Shares 70,734 Est. Cost $27.79 Unrealized
FBRT FRANKLIN BSP RLTY TR INC 0.4%
Value ($000) $1,904 Shares 148,509 Est. Cost $13.74 Unrealized
DRLL EA SERIES TRUST 0.4%
Value ($000) $1,897 Shares 63,687 Est. Cost $28.39 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 0.4%
Value ($000) $1,847 Shares 18,307 Est. Cost $100.12 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,843 Shares 12,225 Est. Cost $109.07 Unrealized +28.3%
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $1,826 Shares 6,306 Est. Cost $244.50 Unrealized +13.9%
KKR KKR & CO INC 0.3%
Value ($000) $1,640 Shares 12,303 Est. Cost $67.69 Unrealized +73.5%
GLD SPDR GOLD TR 0.3%
Value ($000) $1,611 Shares 6,577 Est. Cost $172.81 Unrealized
AVIV AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,591 Shares 28,511 Est. Cost $55.79 Unrealized
OSEA HARBOR ETF TRUST 0.3%
Value ($000) $1,547 Shares 54,183 Est. Cost $27.51 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,532 Shares 7,255 Est. Cost $106.34 Unrealized +92.7%
SHY ISHARES TR 0.3%
Value ($000) $1,460 Shares 17,692 Est. Cost $82.52 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $1,455 Shares 3,882 Est. Cost $246.22 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $1,370 Shares 2,701 Est. Cost $468.77 Unrealized +17.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,322 Shares 4,352 Est. Cost $211.62 Unrealized +26.0%
META META PLATFORMS INC 0.3%
Value ($000) $1,315 Shares 2,206 Est. Cost $217.93 Unrealized +135.0%
DON WISDOMTREE TR 0.3%
Value ($000) $1,287 Shares 25,140 Est. Cost $41.36 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,286 Shares 1,449 Est. Cost $508.31 Unrealized +75.2%
VDE VANGUARD WORLD FD 0.3%
Value ($000) $1,273 Shares 9,785 Est. Cost $110.40 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,226 Shares 4,335 Est. Cost $210.29 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.3%
Value ($000) $1,199 Shares 52,372 Est. Cost $22.80 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,167 Shares 2,939 Est. Cost $167.80 Unrealized +101.8%
SDY SPDR SER TR 0.2%
Value ($000) $1,158 Shares 8,224 Est. Cost $109.78 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,068 Shares 2,146 Est. Cost $331.34 Unrealized +39.4%
SPYM SPDR SER TR 0.2%
Value ($000) $1,052 Shares 15,612 Est. Cost $46.90 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,051 Shares 20,182 Est. Cost $43.95 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,042 Shares 8,344 Est. Cost $62.92 Unrealized +74.9%
IJT ISHARES TR 0.2%
Value ($000) $1,028 Shares 7,417 Est. Cost $122.71 Unrealized
BA BOEING CO 0.2%
Value ($000) $998 Shares 6,436 Est. Cost $186.42 Unrealized -8.0%
APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $988 Shares 7,303 Est. Cost $135.33 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $977 Shares 4,793 Est. Cost $173.86 Unrealized +8.3%
SPMD SPDR SER TR 0.2%
Value ($000) $910 Shares 16,655 Est. Cost $44.48 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $894 Shares 3,239 Est. Cost $118.64 Unrealized +106.6%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $892 Shares 2,606 Est. Cost $83.90 Unrealized +100.6%
TFC TRUIST FINL CORP 0.2%
Value ($000) $773 Shares 18,239 Est. Cost $34.94 Unrealized +13.3%
THORNBURG INCM BUILDER OPP T 0.2%
Value ($000) $770 Shares 44,011 Est. Cost $14.74 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $759 Shares 2,363 Est. Cost $281.26 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $755 Shares 1,433 Est. Cost $380.45 Unrealized
SHYG ISHARES TR 0.2%
Value ($000) $748 Shares 17,380 Est. Cost $41.41 Unrealized
MTB M & T BK CORP 0.2%
Value ($000) $736 Shares 4,117 Est. Cost $117.30 Unrealized +35.6%
AMGN AMGEN INC 0.2%
Value ($000) $722 Shares 2,260 Est. Cost $197.94 Unrealized +58.2%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $719 Shares 2,695 Est. Cost $232.73 Unrealized +11.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $709 Shares 1,238 Est. Cost $392.68 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $669 Shares 14,855 Est. Cost $40.59 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $662 Shares 12,690 Est. Cost $49.01 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $644 Shares 10,392 Est. Cost $51.11 Unrealized +7.6%
AVGO BROADCOM INC 0.1%
Value ($000) $641 Shares 3,628 Est. Cost $151.69 Unrealized +4.2%
DURA VANECK ETF TRUST 0.1%
Value ($000) $623 Shares 18,044 Est. Cost $30.89 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $575 Shares 8,787 Est. Cost $82.58 Unrealized -12.0%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $571 Shares 16,333 Est. Cost $21.14 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $569 Shares 14,197 Est. Cost $26.41 Unrealized +46.8%
IWM ISHARES TR 0.1%
Value ($000) $561 Shares 2,561 Est. Cost $207.63 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $560 Shares 6,145 Est. Cost $69.84 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $559 Shares 4,256 Est. Cost $103.95 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $543 Shares 8,007 Est. Cost $73.32 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.1%
Value ($000) $542 Shares 11,146 Est. Cost $48.28 Unrealized
FDEV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $540 Shares 18,526 Est. Cost $26.13 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $540 Shares 5,793 Est. Cost $55.96 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $530 Shares 1,100 Est. Cost $243.83 Unrealized +90.9%
MAC MACERICH CO 0.1%
Value ($000) $527 Shares 29,515 Est. Cost $11.25 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $516 Shares 654 Est. Cost $655.29 Unrealized +8.5%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $491 Shares 3,066 Est. Cost $130.10 Unrealized +17.3%
ABBV ABBVIE INC 0.1%
Value ($000) $491 Shares 2,525 Est. Cost $86.98 Unrealized +105.5%
CGCV CAPITAL GROUP CONSERVATIVE E 0.1%
Value ($000) $490 Shares 17,975 Est. Cost $27.26 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $474 Shares 2,098 Est. Cost $97.83 Unrealized +93.2%
PEP PEPSICO INC 0.1%
Value ($000) $460 Shares 2,741 Est. Cost $121.24 Unrealized +34.4%
SPYG SPDR SER TR 0.1%
Value ($000) $460 Shares 5,556 Est. Cost $56.86 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $439 Shares 11,816 Est. Cost $37.16 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $432 Shares 4,536 Est. Cost $83.47 Unrealized +8.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $425 Shares 2,515 Est. Cost $128.31 Unrealized +33.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $421 Shares 7,984 Est. Cost $46.78 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $421 Shares 5,197 Est. Cost $72.48 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $420 Shares 1,096 Est. Cost $265.60 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $401 Shares 3,200 Est. Cost $98.13 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $379 Shares 2,298 Est. Cost $143.75 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $362 Shares 599 Est. Cost $318.75 Unrealized +62.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $362 Shares 6,485 Est. Cost $49.28 Unrealized +12.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $360 Shares 728 Est. Cost $327.18 Unrealized +45.2%
EAGG ISHARES TR 0.1%
Value ($000) $359 Shares 7,496 Est. Cost $55.72 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $354 Shares 2,096 Est. Cost $164.23 Unrealized 0.0%
VTEI VANGUARD MUN BD FDS 0.1%
Value ($000) $354 Shares 3,514 Est. Cost $100.64 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $339 Shares 2,500 Est. Cost $89.63 Unrealized
ECOW PACER FDS TR 0.1%
Value ($000) $337 Shares 15,086 Est. Cost $19.56 Unrealized
XOP SPDR SER TR 0.1%
Value ($000) $336 Shares 2,386 Est. Cost $140.79 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $326 Shares 1,791 Est. Cost $164.24 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $322 Shares 2,357 Est. Cost $92.89 Unrealized +39.3%
ESGU ISHARES TR 0.1%
Value ($000) $315 Shares 2,503 Est. Cost $85.03 Unrealized
REET ISHARES TR 0.1%
Value ($000) $306 Shares 11,703 Est. Cost $25.19 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $303 Shares 3,138 Est. Cost $82.83 Unrealized 0.0%
IUSG ISHARES TR 0.1%
Value ($000) $301 Shares 2,286 Est. Cost $88.92 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $297 Shares 471 Est. Cost $331.89 Unrealized +68.8%
UNP UNION PAC CORP 0.1%
Value ($000) $292 Shares 1,221 Est. Cost $184.47 Unrealized +27.2%
SMMD ISHARES TR 0.1%
Value ($000) $291 Shares 4,303 Est. Cost $67.52 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $266 Shares 370 Est. Cost $56.67 Unrealized +18.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $264 Shares 7,700 Est. Cost $32.49 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $261 Shares 2,318 Est. Cost $100.05 Unrealized +7.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $260 Shares 2,268 Est. Cost $107.85 Unrealized -2.6%
PSX PHILLIPS 66 0.1%
Value ($000) $257 Shares 1,855 Est. Cost $103.79 Unrealized +23.7%
SPYV SPDR SER TR 0.1%
Value ($000) $254 Shares 4,810 Est. Cost $52.75 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $249 Shares 5,635 Est. Cost $38.62 Unrealized -0.6%
GDX VANECK ETF TRUST 0.1%
Value ($000) $249 Shares 6,289 Est. Cost $39.55 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $244 Shares 4,772 Est. Cost $45.55 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $233 Shares 3,143 Est. Cost $71.77 Unrealized -1.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $223 Shares 377 Est. Cost $488.97 Unrealized +12.1%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $216 Shares 2,606 Est. Cost $73.47 Unrealized
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $215 Shares 4,278 Est. Cost $50.35 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $211 Shares 500 Est. Cost $344.75 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $210 Shares 1,375 Est. Cost $141.02 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $210 Shares 1,341 Est. Cost $142.34 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $209 Shares 727 Est. Cost $253.82 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $209 Shares 494 Est. Cost $422.98 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $209 Shares 2,742 Est. Cost $76.01 Unrealized 0.0%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $209 Shares 6,207 Est. Cost $37.13 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $208 Shares 3,645 Est. Cost $50.21 Unrealized +9.2%
ESGE ISHARES INC 0.0%
Value ($000) $206 Shares 5,512 Est. Cost $37.34 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $202 Shares 899 Est. Cost $232.96 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $201 Shares 8,901 Est. Cost $28.34 Unrealized -12.2%
ROCKET LAB USA INC 0.0%
Value ($000) $176 Shares 17,980 Est. Cost $4.88 Unrealized
F FORD MTR CO 0.0%
Value ($000) $108 Shares 10,184 Est. Cost $11.13 Unrealized -6.2%
MOBX MOBIX LABS INC 0.0%
Value ($000) $53 Shares 52,200 Est. Cost $2.28 Unrealized -48.9%
EYENOVIA INC 0.0%
Value ($000) $39 Shares 81,250 Est. Cost $0.48 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 15,590 Est. Cost $2.21 Unrealized -5.1%