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Equita Financial Network

Latest statistics and disclosures from Equita Financial Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, VTI, AVUV, SPTM, SCHB, and represent 31.90% of Equita Financial Network's stock portfolio.
Added to shares of these 10 stocks: SPDW, AVUV, MUNI, BNDX, VTI, VWO, IGSB, DFGR, IGIB, SHM.
Started 8 new stock positions in DFGR, VYM, VO, VB, IEMG, IGIB, SPDW, SHM.
Reduced shares in these 10 stocks: VEA, SLYV, MGC, MSFT, VCSH, JPST, VCIT, IWF, SPTM, IVV.
Sold out of its positions in IWF, JPST, MD.
Equita Financial Network was a net buyer of stock by $9.8M.
Equita Financial Network has $187M in assets under management (AUM), dropping by 15.33%.
Central Index Key (CIK): 0001994461

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Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 62 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.6	$18M	-7%	375k	47.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.0	$13M	+8%	55k	237.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.7	$11M	+24%	118k	89.80	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	4.8	$9.1M	-2%	155k	58.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.8	$9.0M	+3%	162k	55.67	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.3	$8.1M	+4%	277k	29.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.7	$6.9M	-6%	89k	77.37	View chart
Ishares Tr National Mun Etf (MUB)	3.6	$6.8M	+5%	62k	108.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.5	$6.5M		113k	57.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$6.1M	-3%	13k	477.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.2	$6.0M		37k	164.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.2	$6.0M	-5%	74k	81.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.1	$5.7M	+5%	101k	56.39	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.9	$5.4M	+8%	86k	62.48	View chart
Vanguard World Mega Cap Index (MGC)	2.9	$5.4M	-13%	32k	169.29	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.6	$4.9M	+58%	93k	52.80	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	2.6	$4.9M	-3%	171k	28.56	View chart
Ishares Frontier And Sel (FM)	2.2	$4.0M	-3%	153k	26.30	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.1	$3.9M	+6%	154k	24.96	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.0	$3.8M	-2%	88k	43.31	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.0	$3.8M		38k	98.58	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.8	$3.4M	+9%	132k	25.79	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$2.8M		15k	191.18	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.4	$2.6M	NEW	76k	34.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$2.4M	+78%	58k	41.09	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.1	$2.1M	-40%	25k	83.30	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$2.0M	+8%	19k	105.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$1.7M	+98%	32k	51.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.5M		3.1k	475.45	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$1.4M	+475%	29k	49.36	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$1.4M	+17%	12k	115.04	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.7	$1.3M	+51%	27k	49.72	View chart
Physicians Realty Trust	0.7	$1.3M	-6%	99k	13.31	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.7	$1.2M		35k	35.92	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.6	$1.2M	+5%	18k	63.87	View chart
Lowe's Companies (LOW)	0.6	$1.1M		5.2k	222.63	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$1.1M	+7%	28k	39.82	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$969k		13k	75.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$936k		25k	36.97	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.4	$804k	+17%	12k	69.43	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$685k	NEW	26k	25.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$662k	-3%	3.0k	218.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$613k	+16%	1.5k	409.49	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$603k	NEW	12k	51.96	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$534k	NEW	11k	47.82	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.3	$489k		7.2k	67.96	View chart
Apple (AAPL)	0.3	$479k	-23%	2.5k	192.52	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$428k	+12%	11k	39.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$415k	+26%	4.7k	88.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$409k		8.8k	46.58	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$398k	NEW	7.9k	50.62	View chart
Impact Shs Tr I Naacp Mino Etf (NACP)	0.2	$366k	-3%	11k	33.95	View chart
Eli Lilly & Co. (LLY)	0.2	$362k		621.00	582.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$360k		4.6k	77.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$267k	NEW	2.4k	111.67	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$258k	+9%	8.1k	32.04	View chart
Microsoft Corporation (MSFT)	0.1	$251k	-67%	666.00	376.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$244k		1.3k	192.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$229k	NEW	984.00	232.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$223k	-14%	511.00	436.40	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$214k	-12%	8.8k	24.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$0	NEW	976.00	0.00	View chart

Past Filings by Equita Financial Network

SEC 13F filings are viewable for Equita Financial Network going back to 2023

Equita Financial Network 2023 Q4 filed Feb. 12, 2024
Equita Financial Network 2023 Q3 filed Oct. 30, 2023

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