Eq

Eq as of March 31, 2025

Portfolio Holdings for Eq

Eq holds 65 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.8 $21M 41k 513.91
Blackrock Etf Trust Ishares Us Equit (DYNF) 8.3 $18M 367k 48.76
Ishares Tr Core S&p500 Etf (IVV) 6.8 $15M 26k 561.90
Ishares Tr S&p 500 Val Etf (IVE) 6.4 $14M 72k 190.58
Ishares Core Msci Emkt (IEMG) 6.2 $13M 247k 53.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.4 $12M 68k 170.89
Ishares Tr Msci Eafe Etf (EFA) 5.0 $11M 131k 81.73
Ishares Tr Eafe Grwth Etf (EFG) 3.7 $7.9M 79k 100.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.7 $7.9M 95k 82.73
Ishares Tr Eafe Value Etf (EFV) 3.5 $7.4M 126k 58.94
Vanguard World Esg Us Stk Etf (ESGV) 3.2 $6.8M 69k 97.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.1 $6.7M 61k 108.69
Ishares Tr Core Div Grwth (DGRO) 3.0 $6.4M 104k 61.78
Ishares Tr Msci Usa Mmentm (MTUM) 2.6 $5.5M 27k 202.13
Ishares Tr Jpmorgan Usd Emg (EMB) 1.9 $4.1M 46k 90.59
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.9 $4.0M 44k 91.03
Ishares Tr Core Intl Aggr (IAGG) 1.8 $4.0M 79k 49.99
Ishares Tr U.s. Tech Etf (IYW) 1.8 $3.8M 27k 140.44
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.6 $3.5M 36k 96.51
Ishares Tr Msci Usa Value (VLUE) 1.6 $3.4M 32k 106.65
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $3.1M 33k 92.83
Ishares Gold Tr Ishares New (IAU) 1.3 $2.8M 48k 58.96
Ishares Tr Global Tech Etf (IXN) 1.2 $2.6M 34k 75.74
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 1.0 $2.2M 22k 98.70
Ishares Msci Emrg Chn (EMXC) 0.8 $1.8M 32k 55.09
Ishares Esg Awr Msci Em (ESGE) 0.8 $1.7M 48k 34.95
Ishares Tr Core Total Usd (IUSB) 0.8 $1.6M 36k 46.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.6M 31k 50.83
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.4M 14k 104.57
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.4M 4.6k 306.76
Ishares Tr Us Infrastruc (IFRA) 0.6 $1.3M 29k 45.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.3M 4.6k 274.82
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.2M 6.0k 199.51
Ishares Tr S&p 100 Etf (OEF) 0.5 $1.0M 3.8k 270.83
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.0M 11k 93.66
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $950k 22k 43.84
Graniteshares Gold Tr Shs Ben Int (BAR) 0.4 $848k 28k 30.84
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $817k 20k 40.29
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $817k 8.8k 92.47
Blackrock Etf Trust Ishares U S Indu (INRO) 0.4 $805k 31k 26.15
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $667k 11k 60.60
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $601k 6.5k 92.79
Ishares Tr U.s. Energy Etf (IYE) 0.3 $580k 12k 49.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $575k 9.9k 58.35
NVIDIA Corporation (NVDA) 0.3 $574k 5.3k 108.38
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $570k 12k 46.67
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $538k 8.9k 60.19
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $492k 4.0k 122.01
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $463k 4.5k 102.40
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $392k 5.8k 67.34
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $358k 3.4k 103.74
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $357k 2.9k 121.93
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $338k 15k 23.06
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $330k 5.4k 60.89
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $323k 4.1k 78.88
Microsoft Corporation (MSFT) 0.1 $306k 815.00 375.57
Ark Etf Tr Fintech Innova (ARKF) 0.1 $285k 8.6k 33.26
Ishares Tr Exponential Tech (XT) 0.1 $280k 4.9k 57.56
Ishares Tr Mbs Etf (MBB) 0.1 $263k 2.8k 93.77
Broadcom (AVGO) 0.1 $234k 1.4k 167.43
Vanguard Index Fds Value Etf (VTV) 0.1 $222k 1.3k 172.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $217k 4.8k 45.26
Ishares Tr Global Energ Etf (IXC) 0.1 $214k 5.1k 42.07
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $205k 5.6k 36.29
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $203k 2.2k 90.66