FINANCIAL MANAGEMENT NETWORK INC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Mission Viejo, CA
CIK
0001844831
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 136 342,557 MOAT, IVV, CALF, GCOW 13F-HR 1/22/2024 000175496024000052
Q3 2023 145 302,057 MOAT, IVV, IJH, GCOW 13F-HR 10/23/2023 000175496023000295
Q2 2023 140 286,900 MOAT, IVV, IJH, AAPL 13F-HR 7/28/2023 000175496023000223
Q1 2023 126 249,022 MOAT, IVV, IJH, AAPL 13F-HR 4/21/2023 000175496023000114
Q4 2022 131 224,828 MOAT, IVV, IJH, VHT 13F-HR 2/9/2023 000175496023000070
Q3 2022 132 202,553 MOAT, IVV, IJH, AAPL 13F-HR 11/3/2022 000175496022000289
Q2 2022 123 188,052 MOAT, IVV, IJH, AAPL 13F-HR 7/11/2022 000175496022000177
Q1 2022 115 196,883 MOAT, IVV, AAPL, IJH 13F-HR 4/21/2022 000175496022000105
Q4 2021 130 218,071 MOAT, IVV, IJH, AAPL 13F-HR 1/19/2022 000175496022000028
Q3 2021 128 197,390 MOAT, IVV, IJH, AAPL 13F-HR 10/13/2021 000175496021000189
Q2 2021 124 196,549 MOAT, IVV, IJH, AAPL 13F-HR 7/20/2021 000175496021000114
Q1 2021 126 192,977 MOAT, IVV, IJH, AAPL 13F-HR 5/6/2021 000175496021000077
Q4 2020 109 162,490 MOAT, IVV, IJH, AAPL 13F-HR 2/8/2021 000175496021000035