Institutional Manager · CIK 0002044901
Investor's Fiduciary Advisor Network, LLC
SNOQUALMIE, WA · File #028-25216
Latest AUM
$466,322
Positions
273
Top-10 Concentration
52.1%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 66,167 | $40,646 | 13.36% |
| 2 | MICROSOFT CORP | MSFT | 35,625 | $17,228 | 5.66% |
| 3 | APPLE INC | AAPL | 62,352 | $16,951 | 5.57% |
| 4 | ISHARES TR | 46432F339 | 84,530 | $16,789 | 5.52% |
| 5 | SCHWAB STRATEGIC TR | 808524797 | 471,283 | $12,927 | 4.25% |
| 6 | SCHWAB STRATEGIC TR | 808524409 | 426,852 | $12,639 | 4.16% |
| 7 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 24,945 | $11,987 | 3.94% |
| 8 | VANGUARD INDEX FDS | 922908629 | 36,919 | $10,714 | 3.52% |
| 9 | BLACKROCK ETF TRUST | BLK | 172,177 | $10,470 | 3.44% |
| 10 | VANGUARD INDEX FDS | 922908744 | 42,588 | $8,133 | 2.67% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042858 | 138,244 | $7,432 | 2.44% |
| 12 | AMAZON COM INC | AMZN | 29,723 | $6,860 | 2.26% |
| 13 | SPDR SERIES TRUST | 78468R663 | 70,643 | $6,455 | 2.12% |
| 14 | VANGUARD INDEX FDS | 922908363 | 9,461 | $5,933 | 1.95% |
| 15 | CATERPILLAR INC | CAT | 9,737 | $5,578 | 1.83% |
| 16 | DBX ETF TR | 233051200 | 114,897 | $5,527 | 1.82% |
| 17 | VANGUARD WHITEHALL FDS | 921946406 | 36,139 | $5,186 | 1.71% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,673 | $4,861 | 1.60% |
| 19 | REALTY INCOME CORP | O | 84,982 | $4,790 | 1.57% |
| 20 | VANGUARD WHITEHALL FDS | 921946794 | 49,776 | $4,479 | 1.47% |