Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVISORS NETWORK INC | 02-01-2023 | 12-31-2022 | 129 | 377,643,714 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $58,635,867 | 816,201 | 0.02 | 14.07 | 97,864 | 13.62 | 12-31-2022 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $47,335,636 | 337,220 | 0.01 | 13.79 | -41,895 | -11.05 | 12-31-2022 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $19,258,479 | 458,863 | 0.01 | 458,863 | +Inf | 12-31-2022 | |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $18,530,079 | 86,951 | 0.00 | 6.59 | -6,104 | -6.56 | 12-31-2022 |
