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Financial Network Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Network Wealth Management LLC
报告期 2026-03-31 · CIK 0001840760
持仓数
116
前50大市值合计
$290.0M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
Exchange Traded Fund
$40.5M
423,213
14.0%
EFIV
STATE STREET SPDR S&P 500 ESG ETF
Exchange Traded Fund
$32.7M
518,574
11.3%
NVDA
NVIDIA CORPORATION COM
Common Stock
$24.1M
137,988
8.3%
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
Exchange Traded Fund
$21.9M
460,742
7.6%
ESGV
VANGUARD ESG U.S. STOCK ETF
Exchange Traded Fund
$20.8M
185,257
7.2%
AAPL
APPLE INC COM
Common Stock
$16.6M
65,212
5.7%
VCRB
VANGUARD CORE BOND ETF
Exchange Traded Fund
$13.4M
172,746
4.6%
MSFT
MICROSOFT CORP COM
Common Stock
$11.4M
30,725
3.9%
GARP
ISHARES MSCI USA QUALITY GARP ETF
Exchange Traded Fund
$9.7M
151,137
3.3%
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Exchange Traded Fund
$9.4M
166,267
3.2%
HYGV
FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND
Exchange Traded Fund
$7.5M
186,679
2.6%
IVV
ISHARES CORE S&P 500 ETF
Exchange Traded Fund
$5.8M
8,930
2.0%
QQQ
INVESCO QQQ TRUST SERIES I
Exchange Traded Fund
$5.1M
8,899
1.8%
ESG
FLEXSHARES STOXX US ESG SELECT INDEX FUND
Exchange Traded Fund
$5.0M
33,184
1.7%
SUSA
ISHARES ESG OPTIMIZED MSCI USA ETF
Exchange Traded Fund
$4.6M
34,689
1.6%
GOVT
ISHARES U.S. TREASURY BOND ETF
Exchange Traded Fund
$4.2M
182,754
1.4%
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Exchange Traded Fund
$3.5M
40,771
1.2%
VOO
VANGUARD S&P 500 ETF
Exchange Traded Fund
$3.1M
5,254
1.1%
SPY
STATE STREET SPDR S&P 500 ETF
Exchange Traded Fund
$3.1M
4,680
1.1%
COST
COSTCO WHOLESALE CORPORATION COM
Common Stock
$3.0M
2,987
1.0%
GLD
SPDR GOLD SHARES
Exchange Traded Fund
$3.0M
6,906
1.0%
NSC
NORFOLK SOUTHN CORP COM
Common Stock
$2.8M
9,586
0.9%
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
Exchange Traded Fund
$2.6M
36,690
0.9%
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
Exchange Traded Fund
$2.4M
31,110
0.8%
NUBD
NUVEEN ESG U.S. AGGREGATE BOND ETF
Exchange Traded Fund
$2.1M
92,355
0.7%
VUG
VANGUARD GROWTH ETF
Exchange Traded Fund
$2.0M
4,489
0.7%
NFLX
NETFLIX INC. COM
Common Stock
$1.8M
19,111
0.6%
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Common Stock
$1.8M
3,791
0.6%
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Exchange Traded Fund
$1.8M
17,712
0.6%
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Exchange Traded Fund
$1.6M
15,362
0.6%
IJR
ISHARES CORE S&P SMALL CAP ETF
Exchange Traded Fund
$1.6M
13,015
0.6%
MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Exchange Traded Fund
$1.5M
2,500
0.5%
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Exchange Traded Fund
$1.5M
32,282
0.5%
RSG
REPUBLIC SVCS INC COM
Common Stock
$1.4M
6,514
0.5%
UNP
UNION PAC CORP COM
Common Stock
$1.4M
5,800
0.5%
V
VISA INC COM CL A
Common Stock
$1.3M
4,297
0.4%
LOW
LOWES COS INC COM
Common Stock
$1.3M
5,336
0.4%
IYW
ISHARES U.S. TECHNOLOGY ETF
Exchange Traded Fund
$1.2M
6,667
0.4%
TFI
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
Exchange Traded Fund
$1.2M
26,309
0.4%
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
Exchange Traded Fund
$1.2M
10,061
0.4%
HD
HOME DEPOT INC COM
Common Stock
$1.1M
3,413
0.4%
HYXF
ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
Exchange Traded Fund
$1.1M
24,007
0.4%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Exchange Traded Fund
$1.1M
17,164
0.4%
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Exchange Traded Fund
$940.0K
11,366
0.3%
CW
CURTISS WRIGHT CORP COM
Common Stock
$896.0K
1,316
0.3%
MUB
ISHARES NATIONAL MUNI BOND ETF
Exchange Traded Fund
$879.0K
8,286
0.3%
AMZN
AMAZON COM INC COM
Common Stock
$833.0K
4,003
0.3%
BNDC
FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND
Exchange Traded Fund
$819.0K
36,841
0.3%
GOOG
ALPHABET INC CAP STK CL C
Common Stock
$818.0K
2,855
0.3%
FICO
FAIR ISAAC CORP COM
Common Stock
$800.0K
750
0.3%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
54%
前 6 大占比
ESGD
14.0%
EFIV
11.3%
NVDA
8.3%
EAGG
7.6%
ESGV
7.2%
AAPL
5.7%
其他
46.0%
