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Home > Institutional Investor > Financial Network Wealth Management Llc > Profile

Instuitional Investor - Financial Network Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Financial Network Wealth Management Llc
Portfolio Value $279,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Esg Aware Msci Eafe Etf
 346,888 $26,412 9.43%
2.
Vanguard Esg U.s. Stock Etf
 251,085 $26,336 9.4%
3.
Nvidia Corp
 NVDA 158,204 $21,245 7.59%
4.
Apple Inc.
 AAPL 75,086 $18,803 6.71%
5.
Ishares Esg Aware Us Aggregate Bond Etf
 369,912 $17,178 6.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)