Focus Financial Network, Inc.
CIK 2010942 · Holdings on Mar 31, 2024 · First reported Apr 24, 2024
Top ten holdings
Q1 2024- NVDA6.64%
- SCHG4.94%
- IVV4.53%
- SCHD3.77%
- AAPL3.36%
- QQQ3.27%
- AMZN2.67%
- AGG2.14%
- MSFT1.45%
- SCHV1.38%
Share classes counted separately34.15%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $136.22M | 6.64% | 160.88K shares | — | ↗▾ | |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $101.30M | 4.94% | 1.14M shares | — | ↗▾ | |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $92.97M | 4.53% | 185.23K shares | — | ↗▾ | |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $77.38M | 3.77% | 1.02M shares | — | ↗▾ | |
| 05 | AAPLAPPLE INC View history and evidence | $69.00M | 3.36% | 413.07K shares | — | ↗▾ | |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $67.10M | 3.27% | 158.48K shares | — | ↗▾ | |
| 07 | AMZNAMAZON.COM INC View history and evidence | $54.88M | 2.67% | 306.20K shares | — | ↗▾ | |
| 08 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $43.81M | 2.14% | 459.81K shares | — | ↗▾ | |
| 09 | MSFTMICROSOFT CORP View history and evidence | $29.70M | 1.45% | 73.47K shares | — | ↗▾ | |
| 10 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $28.26M | 1.38% | 393.47K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 49
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GSSC GOLDMAN SACHS ACTIVEBETA US | Non-derivative | — | — | SEC filing ↗ | |
| FTSM FIRST TRUST ENH SHORT MAT FD | Non-derivative | — | — | SEC filing ↗ | |
| JSML JANUS HENDER SM CAP GRW ALPH | Non-derivative | — | — | SEC filing ↗ |
3 / 49 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2010942 · Period Mar 31, 2024
Data loaded Oct 15, 2026 · First reported Apr 24, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2051678590
}Research all 626 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.