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
SCHOSchwab Short Term Us Treasury Etf Recent Activity Increased 170.28%	1.36%	$16.158M 671,581 shares@ $24.06 avg price	Increased 170.28%
DFASDimensional U.s. Small Cap Etf Recent Activity Increased 6.87%	1.36%	$16.152M 248,194 shares@ $65.08 avg price	Increased 6.87%
DFACDimensional U.s. Core Equity 2 Etf Recent Activity Increased 12.52%	1.23%	$14.678M 424,342 shares@ $34.6 avg price	Increased 12.52%
SHYIshares 1-3 Yr Treasury Bond Etf Recent Activity Increased 13.97%	1.13%	$13.496M 164,623 shares@ $81.99 avg price	Increased 13.97%
VWOVanguard Ftse Emerging Markets Etf Recent Activity Increased 31.79%	1.11%	$13.237M 300,579 shares@ $44.04 avg price	Increased 31.79%
DFEMDimensional Emerging Markets Core Equity 2 Etf Recent Activity Increased 3.17%	1.1%	$13.08M 499,410 shares@ $26.2 avg price	Increased 3.17%
IJHIshares Core S&p Mid Cap Etf Recent Activity Increased 14.62%	1.09%	$12.978M 208,288 shares@ $62.32 avg price	Increased 14.62%
DUHPDimensional Us High Profitability Etf Recent Activity Increased 39688.38%	1.08%	$12.84M 379,979 shares@ $33.8 avg price	Increased 39688.38%
SPYSpdr S&p 500 Etf Recent Activity Increased 5.75%	1.03%	$12.283M 20,957 shares@ $586.1 avg price	Increased 5.75%
GLDSpdr Gold Etf Recent Activity Increased 31.77%	1.01%	$12.008M 49,592 shares@ $242.14 avg price	Increased 31.77%