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Ruth Thortvedt

@Financial Network Wealth Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$121.118MTotal holdings813
Assets growth rate-9.44%Assets growth rate (2-Q avg)11.86%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Network Wealth Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 813 positions.

Assets under management

The assets under management (AUM) of Financial Network Wealth Advisors Llc 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 - Q3, they manage 121.118M in assets, with a quarterly growth rate of -9.44% and a 2-quarter average growth rate of 11.86%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGVanguard Specialized Funds
Recent Activity
New Position
0.57%
$686,278
3,465 shares@ $198.07 avg price
TLTIshares Tr
Recent Activity
New Position
0.22%
$259,278
2,643 shares@ $98.1 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
New Position
0.12%
$144,056
2,818 shares@ $51.12 avg price
IUSGIshares Tr
Recent Activity
New Position
0.12%
$133,757
1,014 shares@ $131.92 avg price
CWBSpdr Ser Tr
Recent Activity
New Position
0.09%
$100,333
1,310 shares@ $76.6 avg price
LQDIshares Tr
Recent Activity
New Position
0.09%
$97,502
863 shares@ $112.99 avg price
FNDFSchwab Strategic Tr
Recent Activity
New Position
0.06%
$66,930
1,791 shares@ $37.38 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.05%
$55,506
1,160 shares@ $47.85 avg price
RWJInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.04%
$47,996
1,050 shares@ $45.72 avg price
FIWFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.04%
$43,732
400 shares@ $109.33 avg price