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Steve Corless

@Advisornet Financial, Inc

Latest period2024 - Q4ReportedManaged Assets$1.195BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares S&p 500 Index
Recent Activity
Increased 7.36%
3.13%
$37.345M
63,439 shares@ $588.68 avg price
AAPLApple Inc
Recent Activity
Decreased -6.83%
2.28%
$27.237M
108,764 shares@ $250.42 avg price
AGGIshares Aggregate Bond Etf
Recent Activity
Increased 28.02%
2.13%
$25.398M
262,108 shares@ $96.91 avg price
MSFTMicrosoft
Recent Activity
Decreased -8.13%
2.13%
$25.384M
60,224 shares@ $421.5 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 1.3%
1.94%
$23.164M
79,929 shares@ $289.81 avg price
DFICDimensional International Core Equity 2 Etf
Recent Activity
Increased 6.32%
1.86%
$22.129M
856,218 shares@ $25.85 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 226.33%
1.8%
$21.393M
783,068 shares@ $27.33 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
Increased 24.28%
1.77%
$21.087M
418,650 shares@ $50.38 avg price
DFAUDimensional Us Core Equity Market Etf
Recent Activity
Increased 20.13%
1.64%
$19.541M
482,603 shares@ $40.5 avg price
VUGVanguard Growth Etf
Recent Activity
Increased 13.23%
1.57%
$18.696M
45,551 shares@ $410.44 avg price