Eq

Eq as of Dec. 31, 2020

Portfolio Holdings for Eq

Eq holds 48 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.4 $10M 27k 375.37
Ishares Tr Core S&p Scp Etf (IJR) 7.1 $7.7M 84k 91.90
Ishares Core Msci Emkt (IEMG) 6.6 $7.2M 115k 62.04
Ishares Tr Eafe Grwth Etf (EFG) 6.4 $7.0M 69k 100.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.7 $6.2M 18k 343.66
Ishares Esg Awr Msci Em (ESGE) 5.6 $6.0M 144k 41.98
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) 5.4 $5.8M 12k 501.65
Ishares Tr Msci Usa Value (VLUE) 4.8 $5.2M 60k 86.92
Ishares Tr U.s. Med Dvc Etf (IHI) 4.3 $4.7M 14k 327.34
Vanguard World Esg Us Stk Etf (ESGV) 4.3 $4.7M 67k 70.17
Ishares Tr Msci Eafe Etf (EFA) 4.2 $4.5M 62k 72.96
Ishares Tr Esg Awr Msci Usa (ESGU) 3.6 $3.9M 46k 86.04
Ishares Tr Global Tech Etf (IXN) 2.7 $2.9M 9.6k 300.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.3 $2.5M 28k 87.31
Ishares Tr Core Div Grwth (DGRO) 2.1 $2.2M 50k 44.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.0 $2.1M 15k 138.13
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $1.7M 36k 47.20
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.5 $1.6M 9.7k 167.76
Ishares Tr Russell 2000 Etf (IWM) 1.5 $1.6M 8.1k 196.01
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.4 $1.5M 10k 155.53
Boeing Company (BA) 1.4 $1.5M 7.2k 214.05
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $1.3M 19k 67.89
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.1M 5.9k 194.65
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $1.0M 26k 38.52
Graniteshares Gold Tr Shs Ben Int (BAR) 0.9 $1.0M 53k 18.89
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $995k 8.6k 115.91
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.9 $956k 19k 49.28
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $955k 8.4k 113.06
Ishares Tr Rus 1000 Etf (IWB) 0.9 $941k 4.4k 211.94
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $788k 14k 54.76
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.7 $724k 2.9k 247.69
Ishares Tr Core Intl Aggr (IAGG) 0.6 $673k 12k 56.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $651k 13k 50.09
Ishares Tr Core Msci Eafe (IEFA) 0.6 $629k 9.1k 69.06
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.6 $613k 12k 51.86
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $562k 21k 27.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $547k 2.4k 229.83
Select Sector Spdr Tr Technology (XLK) 0.5 $500k 3.8k 130.14
Ishares Tr S&p 100 Etf (OEF) 0.4 $433k 2.5k 171.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $413k 3.6k 116.27
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $410k 9.7k 42.16
Ishares Tr U.s. Tech Etf (IYW) 0.4 $382k 4.5k 85.13
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $332k 6.0k 55.15
Ishares Tr Mbs Etf (MBB) 0.3 $309k 2.8k 109.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $276k 3.2k 86.36
Microsoft Corporation (MSFT) 0.3 $275k 1.2k 222.13
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $249k 2.1k 119.60
Ishares Tr Exponential Tech (XT) 0.2 $231k 4.0k 57.35