PRUDENT INVESTORS NETWORK, INC.

LAKE FOREST, CA · CIK 1766005 · 13F filing filed 2023-07-18

SEC-registered investment adviser since 2014 · corporation

Assets managed$515.8m
Staff8 · 3 in investment roles
Main clients (by assets)High net worth individuals 66%, Individuals 34%
Form ADV · 2026-04-30SEC adviser record

$212.1m reported value +0.6% vs Q1 2023

34positions

73.0%in top 10

2 new 3 added 22 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	374,540	$21.6m10.19%	10.19%	Added +1.4k	+1,407 0.4%
2	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	285,658	$21.6m10.19%	10.19%	Added +1.5k	+1,516 0.5%
3	ISHARES TR JPMORGAN USD EMG EMB	EMB	248,017	$21.5m10.12%	10.12%	Reduced -2.3k	-2,315 -0.9%
4	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	221,452	$20.3m9.57%	9.57%	Reduced -2.6k	-2,554 -1.1%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	44,052	$16.3m7.67%	7.67%	Reduced -1.5k	-1,455 -3.2%
6	ISHARES TR CORE INTL AGGR IAGG	IAGG	318,507	$15.7m7.40%	7.40%	Reduced -5.4k	-5,390 -1.7%
7	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	64,591	$10.5m4.95%	4.95%	Reduced -1.9k	-1,909 -2.9%
8	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	249,274	$10.1m4.78%	4.78%	Reduced -2.5k	-2,466 -1.0%
9	SELECT SECTOR SPDR TR ENERGY XLE	XLE	105,851	$8.6m4.05%	4.05%	Reduced -2.1k	-2,058 -1.9%
10	ISHARES TR MSCI USA MMENTM MTUM	MTUM	59,266	$8.5m4.03%	4.03%	Reduced -1.3k	-1,349 -2.2%
11	AMAZON COM INC COM AMZN	AMZN	62,613	$8.2m3.85%	3.85%	Reduced -2.8k	-2,759 -4.2%
12	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	218,597	$7.4m3.47%	3.47%	Reduced -7.8k	-7,763 -3.4%
13	INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE RDIV	RDIV	187,071	$7.3m3.45%	3.45%	Reduced -2.3k	-2,317 -1.2%
14	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	52,865	$7.0m3.31%	3.31%	Reduced -1.2k	-1,177 -2.2%
15	MICROSOFT CORP COM MSFT	MSFT	20,528	$7.0m3.30%	3.30%	Reduced -786	-786 -3.7%
16	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	68,070	$4.5m2.10%	2.10%	Reduced -3.0k	-2,988 -4.2%
17	LOCKHEED MARTIN CORP COM LMT	LMT	9,565	$4.4m2.08%	2.08%	Reduced -137	-137 -1.4%
18	TARGET CORP COM TGT	TGT	26,995	$3.6m1.68%	1.68%	Unchanged
19	APPLE INC COM AAPL	AAPL	5,747	$1.1m0.53%	0.53%	Reduced -43	-43 -0.7%
20	EXXON MOBIL CORP COM XOM	XOM	7,803	$836.9k0.39%	0.39%	Reduced -66	-66 -0.8%
21	ABBVIE INC COM ABBV	ABBV	5,893	$794.0k0.37%	0.37%	Unchanged
22	ABBOTT LABS COM ABT	ABT	6,120	$667.2k0.31%	0.31%	Reduced -44	-44 -0.7%
23	INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP IFLN	IFLN	35,537	$621.2k0.29%	0.29%	Reduced -15.6k	-15,632 -30.6%
24	ISHARES TR U.S. TECH ETF IYW	IYW	5,612	$611.0k0.29%	0.29%	Unchanged
25	ISHARES TR US TREAS BD ETF GOVT	GOVT	25,011	$572.8k0.27%	0.27%	Reduced -11.4k	-11,446 -31.4%
26	PALO ALTO NETWORKS INC COM PANW	PANW	1,810	$462.5k0.22%	0.22%	Added +10	+10 0.6%
27	ISHARES TR CORE S&P US VLU IUSV	IUSV	5,577	$436.5k0.21%	0.21%	New
28	ROCKWELL AUTOMATION INC COM ROK	ROK	1,304	$429.6k0.20%	0.20%	Unchanged
29	INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT PNQI	PNQI	2,000	$312.7k0.15%	0.15%	Unchanged
30	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,118	$283.4k0.13%	0.13%	Reduced -1.2k	-1,206 -36.3%
31	ARK ETF TR INNOVATION ETF ARKK	ARKK	5,921	$261.4k0.12%	0.12%	Unchanged
32	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	6,445	$239.0k0.11%	0.11%	Unchanged
33	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	957	$234.3k0.11%	0.11%	Reduced -5	-5 -0.5%
34	ISHARES TR U.S. FINLS ETF IYF	IYF	2,736	$204.1k0.10%	0.10%	New