Equita Financial Network

Equita Financial Network as of Dec. 31, 2024

Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 80 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
Vanguard Index Fds Total Stk Mkt (VTI) 14.0 $39M 134k 289.81
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.7 $24M 785k 30.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.7 $24M 504k 47.82
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.9 $14M 170k 80.27
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.3 $12M 456k 26.19
Dimensional Etf Trust Intl Small Cap V (DISV) 4.1 $11M 427k 26.57
Spdr Ser Tr Portfli Intrmdit (SPTI) 3.2 $8.8M 316k 27.88
Pimco Etf Tr Inter Mun Bd Act (MUNI) 3.0 $8.4M 163k 51.73
Ishares Tr Core S&p500 Etf (IVV) 3.0 $8.2M 14k 588.68
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $7.9M 42k 189.98
Ishares Tr National Mun Etf (MUB) 2.8 $7.6M 72k 106.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.7 $7.4M 126k 58.93
Vanguard World Mega Cap Index (MGC) 2.4 $6.7M 32k 212.66
American Centy Etf Tr Real Estate Etf (AVRE) 2.4 $6.6M 158k 41.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $6.2M 274k 22.70
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.1 $5.7M 57k 100.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $5.4M 70k 78.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $5.2M 103k 50.13
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $4.3M 45k 96.53
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $3.5M 33k 105.48
Spdr Gold Tr Gold Shs (GLD) 1.3 $3.5M 15k 242.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $3.1M 70k 44.04
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.1 $3.1M 43k 71.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $2.9M 85k 34.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.5M 4.3k 586.08
Ishares Tr Esg Msci Usa Etf (USXF) 0.9 $2.4M 49k 49.72
Ishares Tr Esg Eafe Etf (DMXF) 0.9 $2.4M 37k 64.62
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.8 $2.3M 36k 65.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.3M 4.2k 538.87
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $2.3M 38k 58.79
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.8 $2.1M 24k 85.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.9M 38k 49.05
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.6 $1.8M 45k 39.37
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.6M 43k 37.90
Peak (DOC) 0.5 $1.4M 67k 20.27
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.3M 4.8k 269.71
Lowe's Companies (LOW) 0.4 $1.2M 5.0k 246.80
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $1.2M 10k 114.48
Apple (AAPL) 0.4 $1.2M 4.6k 250.43
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.2M 13k 87.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.1M 21k 51.70
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $1.0M 25k 41.88
Microsoft Corporation (MSFT) 0.3 $955k 2.3k 421.46
NVIDIA Corporation (NVDA) 0.3 $840k 6.3k 134.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $756k 1.5k 511.10
Ishares Esg Awr Msci Em (ESGE) 0.3 $738k 22k 33.39
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $735k 14k 51.51
T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $690k 17k 39.59
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $682k 27k 25.54
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $646k 27k 24.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $614k 8.1k 76.14
Eli Lilly & Co. (LLY) 0.2 $612k 793.00 772.00
Amazon (AMZN) 0.2 $603k 2.7k 219.42
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $529k 11k 47.39
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $522k 2.0k 264.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $501k 8.0k 62.31
Ishares Core Msci Emkt (IEMG) 0.2 $478k 9.2k 52.22
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $475k 6.4k 74.02
Vanguard Index Fds Small Cp Etf (VB) 0.2 $467k 1.9k 240.33
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $401k 3.5k 115.23
Ishares Tr Core Total Usd (IUSB) 0.1 $394k 8.7k 45.20
Dimensional Etf Trust International (DFSI) 0.1 $392k 12k 32.85
Tesla Motors (TSLA) 0.1 $344k 852.00 403.91
Select Sector Spdr Tr Technology (XLK) 0.1 $324k 1.4k 232.52
Meta Platforms Cl A (META) 0.1 $322k 550.00 585.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $305k 2.4k 127.59
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $303k 5.2k 58.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $299k 11k 27.87
Ishares Tr Usd Grn Bond Etf (BGRN) 0.1 $294k 6.3k 46.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $285k 3.2k 89.09
JPMorgan Chase & Co. (JPM) 0.1 $278k 1.2k 239.71
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $267k 6.3k 42.11
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $267k 4.3k 61.99
Vanguard World Inf Tech Etf (VGT) 0.1 $261k 419.00 621.85
Ishares Tr Us Infrastruc (IFRA) 0.1 $247k 5.3k 46.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $240k 530.00 453.41
Tidal Trust Iii Naacp Mino Etf (NACP) 0.1 $237k 5.8k 40.88
Ishares Tr Msci Lw Crb Tg (CRBN) 0.1 $230k 1.2k 193.59
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $223k 2.7k 83.12
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $210k 2.7k 76.61