PRUDENT INVESTORS NETWORK

RIA/Wealth

PRUDENT INVESTORS NETWORK is a RIA/Wealth based in Folsom, CA led by Jeremy Le Van Lau, reporting $409.3M in AUM as of Q3 2025 with 88% ETF concentration and 72% concentrated in top 10 holdings.

CEOJeremy Le Van Lau

Portfolio Value: $408.3M
Positions: 68
Top Holding: FBND at 12.16%
Last Reported: Q3 2025

Address101 Parkshore Drive, Suite 100, Folsom, CA, 95630, United States

Top Holdings

Largest long holdings in PRUDENT INVESTORS NETWORK's portfolio (72% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Fidelity Total Bond FBND	ETF ETF	$49.6M	12.16%	+$5.8M Bought	— 1.1M shares	Q1 2025 Held for 8 months
2 Global X Emerging Markets Bond EMBD	ETF ETF	$42.8M	10.49%	+$3.9M Bought	— 1.8M shares	Q3 2024 Held for 1y 2m
3 iShares Core International Aggregate Bond IAGG	ETF ETF	$34.6M	8.48%	+$2.9M Bought	— 675.9K shares	Q1 2024 Held for 1y 8m
4 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$34.2M	8.39%	+$2.8M Bought	— 354.9K shares	Q1 2024 Held for 1y 8m
5 Financial Select Sector SPDR Fund XLF	ETF ETF	$26.8M	6.55%	+$1.1M Bought	— 496.6K shares	Q1 2024 Held for 1y 8m
6 Invesco QQQ Trust QQQ	ETF ETF	$25.5M	6.24%	+$188.5K Bought	— 42.4K shares	Q1 2024 Held for 1y 8m
7 Vanguard Mid-Cap Fund VO	ETF ETF	$23.3M	5.71%	+$492.3K Bought	— 79.4K shares	Q1 2024 Held for 1y 8m
8 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$20.9M	5.11%	+$808.8K Bought	— 260.5K shares	Q3 2024 Held for 1y 2m
9 iShares MSCI USA Momentum Factor MTUM	ETF ETF	$18.9M	4.64%	+$248.2K Bought	— 73.8K shares	Q1 2024 Held for 1y 8m
10 Pacer US Cash Cows 100 COWZ	ETF ETF	$17.2M	4.21%	+$1.1M Bought	— 299.1K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PRUDENT INVESTORS NETWORK's latest filing

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Market Value

$408.3M

Prior: $370.7M

Q/Q Change

+10.14%

+$37.6M

Net Flows % of MV

+5.62%

Turnover Ratio

3.79%

New Purchases

8 stocks

$3.7M

Added To

24 stocks

+$22.4M

Sold Out Of

4 stocks

$994.0K

Reduced Holdings

16 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 Tesla, Inc. TSLA	New	0 → 3.3K +$1.5M
2 Oracle ORCL	New	0 → 1.8K +$506.5K
3 Vanguard Growth VUG	New	0 → 872.0 +$418.2K
4 Vanguard Value VTV	New	0 → 2.1K +$382.8K
5 Vanguard Total Stock Market VTI	New	0 → 849.0 +$278.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares Intermediate Government/Credit Bond GVI	Sold	2.9K → 0 −$309.3K
2 Intuitive Surgical ISRG	Sold	468.0 → 0 −$254.3K
3 Schwab U.S. Small-Cap ETF SCHA	Sold	8.6K → 0 −$217.8K
4 WEC Energy Group WEC	Sold	2.0K → 0 −$212.6K
5 BOND PIMCO Active Bond BOND	-21.75%	42.6K → 33.3K −$864.0K