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Home > Institutional Investor > Advisornet Financial, Inc > 13F Holdings

Instuitional Investor - Advisornet Financial, Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 128,909 $86,278,532 4.88%
2.
Dimensional Etf Trust
 901,536 $41,254,269 2.33%
3.
Dimensional Etf Trust
 1,081,702 $35,468,993 2.01%
4.
Jpmorgan Ultra-Short Income Etf - ETF
 679,593 $34,475,753 1.95%
5.
Ishares Trust
 IEF 323,723 $32,453,263 1.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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