Eq

Eq as of Dec. 31, 2022

Portfolio Holdings for Eq

Eq holds 48 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Eafe Etf (EFA) 9.8 $12M 187k 65.64
Ishares Tr Core S&p500 Etf (IVV) 9.8 $12M 32k 384.21
Ishares Tr Core Div Grwth (DGRO) 9.6 $12M 239k 50.00
Ishares Tr Core S&p Scp Etf (IJR) 7.7 $9.6M 101k 94.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.4 $8.0M 23k 351.35
Ishares Tr Jpmorgan Usd Emg (EMB) 4.8 $6.0M 71k 84.59
Vanguard World Esg Us Stk Etf (ESGV) 4.5 $5.6M 86k 65.86
Ishares Tr Eafe Grwth Etf (EFG) 4.2 $5.3M 63k 83.76
Ishares Tr Eafe Value Etf (EFV) 3.8 $4.7M 102k 45.88
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.0 $3.8M 36k 105.43
Ishares Tr Msci Usa Value (VLUE) 2.6 $3.2M 35k 91.14
Ishares Msci Emerg Mrkt (EEMV) 2.5 $3.1M 58k 53.05
Ishares Tr Core High Dv Etf (HDV) 2.4 $3.0M 29k 104.24
Ishares Esg Awr Msci Em (ESGE) 2.1 $2.7M 89k 30.07
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.1 $2.7M 36k 73.63
Ishares Tr Esg Awr Msci Usa (ESGU) 2.1 $2.6M 31k 84.75
Ishares Tr U.s. Energy Etf (IYE) 2.0 $2.4M 53k 46.49
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.9 $2.4M 14k 173.32
Ishares Tr Msci Usa Min Vol (USMV) 1.5 $1.8M 25k 72.10
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.3 $1.6M 9.7k 163.58
Ishares Tr Global Tech Etf (IXN) 1.3 $1.6M 35k 44.83
Ishares Tr U.s. Tech Etf (IYW) 1.1 $1.4M 19k 74.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.4M 32k 41.97
Ishares Tr Core Intl Aggr (IAGG) 1.1 $1.3M 28k 47.55
Ishares Tr Us Infrastruc (IFRA) 1.0 $1.2M 33k 36.26
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $1.2M 12k 99.57
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.1M 6.5k 174.36
Ishares Tr U.s. Med Dvc Etf (IHI) 0.8 $1.0M 19k 52.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $884k 4.6k 191.21
Ishares Tr Rus 1000 Etf (IWB) 0.7 $849k 4.0k 210.56
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.6 $709k 25k 28.19
Ishares Tr Conv Bd Etf (ICVT) 0.6 $701k 10k 69.47
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $651k 15k 43.92
Ishares Tr Core Total Usd (IUSB) 0.5 $620k 14k 44.93
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $618k 15k 40.04
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $611k 6.8k 90.49
Graniteshares Gold Tr Shs Ben Int (BAR) 0.5 $591k 33k 18.05
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $493k 16k 30.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $460k 1.9k 241.91
Ishares Tr S&p 100 Etf (OEF) 0.3 $386k 2.3k 170.58
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $349k 6.3k 55.12
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $346k 4.1k 84.82
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $301k 9.1k 32.96
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $258k 5.6k 45.98
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $242k 2.6k 91.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $238k 6.1k 38.98
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $232k 817.00 283.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $225k 2.0k 113.97