Eq

Eq as of March 31, 2022

Portfolio Holdings for Eq

Eq holds 44 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.6 $22M 47k 453.68
Ishares Tr Core Div Grwth (DGRO) 9.3 $13M 240k 53.41
Ishares Tr Core S&p Scp Etf (IJR) 8.6 $12M 110k 107.88
Ishares Tr Eafe Value Etf (EFV) 6.8 $9.3M 185k 50.26
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.7 $9.2M 165k 55.56
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 5.6 $7.7M 77k 100.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.6 $7.6M 18k 415.16
Vanguard World Esg Us Stk Etf (ESGV) 4.6 $6.4M 79k 81.08
Ishares Tr Msci Usa Value (VLUE) 4.3 $5.9M 56k 104.57
Ishares Tr Eafe Grwth Etf (EFG) 4.1 $5.6M 59k 96.28
Ishares Tr U.s. Energy Etf (IYE) 3.6 $5.0M 123k 40.92
Ishares Esg Awr Msci Em (ESGE) 2.9 $4.0M 109k 36.73
Ishares Tr Esg Awr Msci Usa (ESGU) 2.3 $3.2M 31k 101.34
Ishares Tr Global Tech Etf (IXN) 1.9 $2.6M 45k 58.01
Ishares Tr Global Finls Etf (IXG) 1.9 $2.6M 32k 79.46
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.8 $2.4M 12k 198.01
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.4 $1.9M 48k 40.04
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.2 $1.7M 9.2k 181.82
Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.4M 6.7k 205.33
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.0 $1.3M 28k 48.02
Ishares Tr U.s. Med Dvc Etf (IHI) 0.9 $1.2M 20k 60.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.2M 5.1k 227.59
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $1.1M 14k 77.56
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.0M 4.0k 250.12
Graniteshares Gold Tr Shs Ben Int (BAR) 0.7 $976k 51k 19.20
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $848k 23k 36.40
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $603k 14k 44.74
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $597k 5.9k 101.84
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $562k 11k 49.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $554k 2.1k 268.15
Ishares Tr Core Total Usd (IUSB) 0.4 $531k 11k 49.61
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $502k 7.0k 71.43
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.4 $487k 10k 48.93
Ishares Tr S&p 100 Etf (OEF) 0.3 $473k 2.3k 208.74
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $452k 5.5k 82.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $377k 8.2k 46.19
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $357k 9.2k 38.61
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $353k 14k 24.91
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $351k 2.6k 134.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $306k 3.0k 100.86
Ishares Tr U.s. Tech Etf (IYW) 0.2 $275k 2.7k 102.92
Select Sector Spdr Tr Technology (XLK) 0.2 $241k 1.5k 158.87
Microsoft Corporation (MSFT) 0.2 $223k 723.00 308.44
Ishares Tr Exponential Tech (XT) 0.2 $210k 3.6k 58.99