Top 50 Advisornet Financial, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES S&P 500 INDEX | 4.85% | 143.4K | $93.7M | +6.20%(+8.37K) | $545.83(+33.19%) | 2026-03-31 | |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 2.48% | 1.06M | $47.8M | +15.03%(+138.49K) | $37.19(+34.35%) | 2026-03-31 | |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 2.12% | 1.15M | $40.9M | +4.58%(+50.41K) | $26.49(+40.69%) | 2026-03-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 2.1% | 802.0K | $40.6M | +8.05%(+59.77K) | $50.52(-0.12%) | 2026-03-31 | |
| AGG | ISHARES AGGREGATE BOND ETF | 1.74% | 338.2K | $33.6M | +1.99%(+6.61K) | $99.38(-0.61%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 1.7% | 1.11M | $32.8M | +4.07%(+43.46K) | $24.92(+30.56%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1.64% | 494.2K | $31.7M | +4.26%(+20.20K) | $51.44(+34.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.55% | 118.0K | $30.0M | -1.56%(-1.87K) | $84.05(+238.10%) | 2026-03-31 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1.41% | 701.9K | $27.3M | +2.13%(+14.65K) | $31.06(+37.45%) | 2026-03-31 | |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | 1.36% | 564.2K | $26.2M | +6.82%(+36.04K) | $40.88(+20.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.22% | +45.12% |
| Top 20 Holdings Unweighted | +13.26% | +45.28% |
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