Steve Corless

@Advisornet Financial, Inc

Latest period2024 - Q4

Reported5d ago

Managed Assets$1.195B

Total holdings1954

Assets growth rate-10.75%

Assets growth rate (2-Q avg)5.39%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisornet Financial, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1954 positions.

Assets under management

The assets under management (AUM) of Advisornet Financial, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.195B in assets, with a quarterly growth rate of -10.75% and a 2-quarter average growth rate of 5.39%. The portfolio is managed by Steve Corless, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares S&p 500 Index Recent Activity Increased 7.36%	3.13%	$37.345M 63,439 shares@ $588.68 avg price	Increased 7.36%
AGGIshares Aggregate Bond Etf Recent Activity Increased 28.02%	2.13%	$25.398M 262,108 shares@ $96.91 avg price	Increased 28.02%
VTIVanguard Total Stock Market Etf Recent Activity Increased 1.3%	1.94%	$23.164M 79,929 shares@ $289.81 avg price	Increased 1.3%
DFICDimensional International Core Equity 2 Etf Recent Activity Increased 6.32%	1.86%	$22.129M 856,218 shares@ $25.85 avg price	Increased 6.32%
SCHDSchwab Us Dividend Equity Etf Recent Activity Increased 226.33%	1.8%	$21.393M 783,068 shares@ $27.33 avg price	Increased 226.33%
JPSTJpmorgan Ultra-short Income Etf Recent Activity Increased 24.28%	1.77%	$21.087M 418,650 shares@ $50.38 avg price	Increased 24.28%
DFAUDimensional Us Core Equity Market Etf Recent Activity Increased 20.13%	1.64%	$19.541M 482,603 shares@ $40.5 avg price	Increased 20.13%
VUGVanguard Growth Etf Recent Activity Increased 13.23%	1.57%	$18.696M 45,551 shares@ $410.44 avg price	Increased 13.23%
VEAVanguard Ftse Developed Markets Etf Recent Activity Increased 10.05%	1.51%	$17.981M 376,019 shares@ $47.83 avg price	Increased 10.05%
CGXUCapital Group International Focus Equity Etf Recent Activity Increased 33.82%	1.4%	$16.647M 674,793 shares@ $24.67 avg price	Increased 33.82%