Eq

Eq as of March 31, 2021

Portfolio Holdings for Eq

Eq holds 44 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.0 $14M 36k 397.84
Ishares Tr Core S&p Scp Etf (IJR) 10.8 $13M 119k 108.53
Ishares Tr Core Div Grwth (DGRO) 8.8 $11M 219k 48.27
Ishares Tr Eafe Value Etf (EFV) 6.5 $7.7M 152k 50.97
Ishares Tr Msci Eafe Etf (EFA) 5.6 $6.7M 89k 75.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.2 $6.2M 17k 364.29
Ishares Tr Eafe Grwth Etf (EFG) 5.1 $6.1M 61k 100.45
Ishares Tr Msci Usa Value (VLUE) 4.9 $5.9M 58k 102.46
Vanguard World Esg Us Stk Etf (ESGV) 4.3 $5.1M 70k 73.75
Ishares Esg Awr Msci Em (ESGE) 3.8 $4.6M 106k 43.31
Ishares Core Msci Emkt (IEMG) 3.2 $3.8M 59k 64.36
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 3.0 $3.6M 7.0k 513.54
Ishares Tr Esg Awr Msci Usa (ESGU) 2.8 $3.4M 37k 90.86
Ishares Tr U.s. Energy Etf (IYE) 2.3 $2.8M 107k 26.23
Ishares Tr Global Tech Etf (IXN) 2.2 $2.6M 8.5k 307.67
Ishares Tr U.s. Med Dvc Etf (IHI) 2.1 $2.5M 7.6k 330.30
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.7 $2.1M 10k 198.93
Ishares Tr Russell 2000 Etf (IWM) 1.3 $1.6M 7.1k 221.00
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.3 $1.5M 8.5k 176.42
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $1.3M 26k 49.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.1M 5.5k 206.68
Ishares Tr Rus 1000 Etf (IWB) 0.8 $991k 4.4k 223.85
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $949k 25k 38.38
Graniteshares Gold Tr Shs Ben Int (BAR) 0.7 $882k 52k 16.98
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.7 $877k 18k 48.23
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $846k 7.7k 109.53
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $774k 11k 69.21
Ishares Tr Core Total Usd (IUSB) 0.6 $687k 13k 52.74
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $669k 26k 26.17
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.6 $665k 13k 52.83
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.5 $601k 12k 51.32
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $585k 6.7k 87.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $532k 2.0k 260.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $502k 9.6k 52.04
Select Sector Spdr Tr Technology (XLK) 0.4 $461k 3.5k 132.78
Ishares Tr S&p 100 Etf (OEF) 0.4 $450k 2.5k 179.86
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $439k 1.8k 249.86
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $417k 9.5k 43.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $348k 2.9k 121.76
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $340k 2.1k 160.76
Ishares Tr U.s. Tech Etf (IYW) 0.3 $326k 3.7k 87.75
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $316k 5.8k 54.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $293k 3.2k 91.68
Ishares Tr Exponential Tech (XT) 0.2 $211k 3.6k 59.30