Eq

Eq as of Dec. 31, 2024

Portfolio Holdings for Eq

Eq holds 62 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.1 $24M 40k 588.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.1 $22M 40k 538.80
Blackrock Etf Trust Ishares Us Equit (DYNF) 7.9 $17M 329k 51.25
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.4 $14M 178k 76.06
Ishares Tr S&p 500 Val Etf (IVE) 5.8 $12M 65k 190.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.2 $11M 62k 178.08
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $9.1M 79k 115.22
Ishares Tr Eafe Grwth Etf (EFG) 3.8 $8.0M 83k 96.83
Vanguard World Esg Us Stk Etf (ESGV) 3.6 $7.8M 74k 104.89
Ishares Tr Core Div Grwth (DGRO) 3.2 $6.9M 113k 61.34
Ishares Tr Eafe Value Etf (EFV) 3.2 $6.8M 129k 52.47
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.5 $5.4M 69k 78.65
Ishares Tr Msci Usa Mmentm (MTUM) 2.5 $5.3M 26k 206.92
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.3 $5.0M 61k 81.98
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.1 $4.4M 44k 100.34
Ishares Core Msci Emkt (IEMG) 2.0 $4.3M 83k 52.22
Ishares Tr U.s. Tech Etf (IYW) 1.8 $3.9M 24k 159.52
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.8 $3.8M 36k 106.04
Ishares Tr Msci Usa Value (VLUE) 1.6 $3.3M 32k 105.61
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $3.0M 30k 101.53
Ishares Tr Global Tech Etf (IXN) 1.4 $2.9M 34k 84.75
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.1 $2.4M 22k 105.50
Ishares Gold Tr Ishares New (IAU) 1.1 $2.3M 46k 49.51
Ishares Esg Awr Msci Em (ESGE) 0.9 $1.9M 57k 33.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.6M 33k 47.82
Ishares Msci Emrg Chn (EMXC) 0.7 $1.5M 27k 55.45
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.5M 4.6k 322.13
Ishares Tr Us Infrastruc (IFRA) 0.7 $1.5M 32k 46.29
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.5M 14k 106.84
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $1.4M 16k 89.04
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.3M 6.1k 220.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.3M 4.6k 289.79
Ishares Tr Core Total Usd (IUSB) 0.6 $1.3M 28k 45.20
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.1M 12k 88.79
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $870k 20k 42.97
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $795k 20k 39.39
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $792k 8.8k 90.42
Graniteshares Gold Tr Shs Ben Int (BAR) 0.3 $743k 29k 25.89
NVIDIA Corporation (NVDA) 0.3 $712k 5.3k 134.29
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $670k 12k 58.35
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $669k 6.5k 103.30
Blackrock Etf Trust Ishares U S Indu (INRO) 0.3 $656k 24k 27.78
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $638k 10k 64.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $618k 9.9k 62.31
Ishares Tr U.s. Energy Etf (IYE) 0.3 $589k 13k 45.57
Ishares Tr S&p 100 Etf (OEF) 0.3 $585k 2.0k 288.83
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $536k 11k 49.72
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $524k 4.1k 128.62
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $445k 4.0k 110.26
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $336k 5.8k 58.27
Microsoft Corporation (MSFT) 0.2 $335k 795.00 421.51
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $330k 5.1k 64.62
Broadcom (AVGO) 0.2 $325k 1.4k 231.84
Ark Etf Tr Fintech Innova (ARKF) 0.1 $317k 8.6k 37.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $317k 2.5k 128.82
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $311k 14k 22.72
Ishares Tr Exponential Tech (XT) 0.1 $292k 4.9k 59.66
Ishares Tr Mbs Etf (MBB) 0.1 $288k 3.1k 91.67
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $228k 2.2k 102.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $224k 5.1k 44.04
Vanguard Index Fds Value Etf (VTV) 0.1 $218k 1.3k 169.27
Global X Fds S&p 500 Covered (XYLD) 0.1 $208k 5.0k 41.90