Financial Management Network Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Simon Property Group Inc | $2.66M | 0.4% |
| BLACKROCK ETF TRUST II | $2.43M | 0.4% |
| VANECK ETF TRUST | $2.37M | 0.4% |
| CATERPILLAR INC | $2.36M | 0.4% |
| VANGUARD CALIF TAX FREE FDS | $2.20M | 0.3% |
| VANECK ETF TRUST | $1.93M | 0.3% |
| CHEVRON CORP | $1.92M | 0.3% |
| KKR & Co. Inc. | $1.91M | 0.3% |
| PACER FDS TR | $1.76M | 0.3% |
| VANGUARD INDEX FDS | $1.76M | 0.3% |
| HOME DEPOT, INC. | $1.75M | 0.3% |
| Broadcom Inc. | $1.74M | 0.3% |
| ISHARES TR | $1.68M | 0.3% |
| WISDOMTREE TR | $1.64M | 0.3% |
| GOLDMAN SACHS ETF TR | $1.60M | 0.3% |
| Meta Platforms Inc | $1.46M | 0.2% |
| GOLDMAN SACHS ETF TR | $1.44M | 0.2% |
| VANGUARD INDEX FDS | $1.41M | 0.2% |
| AMERICAN EXPRESS CO | $1.39M | 0.2% |
| ELI LILLY & Co | $1.35M | 0.2% |
| VANGUARD MUN BD FDS | $1.26M | 0.2% |
| Mastercard Inc | $1.19M | 0.2% |
| MCDONALD'S CORP | $1.16M | 0.2% |
| SPDR SERIES TRUST | $1.16M | 0.2% |
| SLB LIMITED/NV | $1.14M | 0.2% |
| Franklin BSP Realty Trust, Inc. | $1.13M | 0.2% |
| SPDR SERIES TRUST | $1.11M | 0.2% |
| iShares MSCI UAE ETF | $1.10M | 0.2% |
| Apollo Global Management, Inc. | $1.09M | 0.2% |
| Rockwell Automation Inc | $1.05M | 0.2% |
| ISHARES TR | $1.03M | 0.2% |
| SPDR S&P 500 ETF TR | $990.9K | 0.2% |
| VANGUARD INDEX FDS | $986.6K | 0.2% |
| Palo Alto Networks Inc | $953.9K | 0.2% |
| SPDR SERIES TRUST | $941.7K | 0.1% |
| EA SERIES TRUST | $935.5K | 0.1% |
| VANGUARD WORLD FD | $927.9K | 0.1% |
| EA SERIES TRUST | $927.9K | 0.1% |
| VANGUARD WORLD FD | $925.9K | 0.1% |
| HONEYWELL INTERNATIONAL INC | $918.9K | 0.1% |
| ISHARES TR | $902.3K | 0.1% |
| THORNBURG INCM BUILDER OPP T | $888.5K | 0.1% |
| The Boeing Company | $877.1K | 0.1% |
| Rocket Lab CorpRKLB | $838.5K | 0.1% |
| United Rentals Inc | $836.8K | 0.1% |
| AMGEN INC | $797.0K | 0.1% |
| COHEN & STEERS ETF TRUST | $774.3K | 0.1% |
| BANK OF AMERICA CORP /DE | $769.1K | 0.1% |
| AbbVie Inc. | $765.1K | 0.1% |
| FIDELITY WISE ORIGIN BITCOIN | $765.1K | 0.1% |