Eq

Eq as of March 31, 2023

Portfolio Holdings for Eq

Eq holds 46 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.2 $13M 33k 411.09
Ishares Tr Msci Eafe Etf (EFA) 9.7 $13M 179k 71.52
Ishares Tr Core S&p Scp Etf (IJR) 8.9 $12M 121k 96.70
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 8.5 $11M 113k 99.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $9.2M 24k 376.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.2 $8.2M 66k 124.07
Ishares Tr Eafe Grwth Etf (EFG) 4.8 $6.3M 67k 93.68
Ishares Tr Core Div Grwth (DGRO) 4.8 $6.3M 126k 49.99
Vanguard World Esg Us Stk Etf (ESGV) 4.6 $6.1M 85k 71.71
Ishares Tr Eafe Value Etf (EFV) 3.5 $4.6M 95k 48.53
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 2.4 $3.2M 66k 47.95
Ishares Esg Awr Msci Em (ESGE) 2.1 $2.7M 87k 31.48
Ishares Tr U.s. Tech Etf (IYW) 2.1 $2.7M 29k 92.81
Ishares Tr Msci Usa Value (VLUE) 2.1 $2.7M 29k 92.59
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.9 $2.5M 28k 88.79
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.6 $2.1M 28k 75.55
Ishares Tr Msci Usa Min Vol (USMV) 1.5 $1.9M 26k 72.74
Ishares Tr Global Tech Etf (IXN) 1.4 $1.9M 34k 54.36
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.2 $1.6M 19k 84.68
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $1.6M 18k 86.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.5M 33k 45.17
Ishares Core Msci Emkt (IEMG) 1.1 $1.4M 29k 48.79
Ishares Tr Us Infrastruc (IFRA) 1.0 $1.4M 37k 37.32
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.2M 11k 109.62
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.1M 6.4k 178.41
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.0M 11k 90.45
Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $973k 18k 53.98
Ishares Tr U.s. Energy Etf (IYE) 0.7 $961k 22k 43.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $944k 4.6k 204.13
Ishares Tr Rus 1000 Etf (IWB) 0.7 $940k 4.2k 225.27
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $854k 9.2k 92.76
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.6 $848k 21k 41.03
Ishares Tr Core Total Usd (IUSB) 0.6 $735k 16k 46.15
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $692k 15k 45.06
Graniteshares Gold Tr Shs Ben Int (BAR) 0.5 $639k 33k 19.51
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $482k 15k 31.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $477k 1.9k 250.18
Ishares Tr S&p 100 Etf (OEF) 0.3 $424k 2.3k 187.09
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $399k 6.3k 62.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $369k 4.1k 90.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $311k 9.1k 34.13
Ishares Msci Emerg Mrkt (EEMV) 0.2 $301k 5.5k 54.58
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $293k 13k 23.38
Ishares Tr Mbs Etf (MBB) 0.2 $260k 2.7k 94.74
Microsoft Corporation (MSFT) 0.2 $209k 724.00 288.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $201k 5.0k 40.40