Equita Financial Network

Equita Financial Network as of March 31, 2025

Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 86 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 Total Stk Mkt (VTI) 13.7 $39M 143k 274.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.9 $28M 556k 50.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.6 $25M 870k 28.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.3 $15M 186k 81.76
Dimensional Etf Trust Intl Small Cap V (DISV) 4.7 $14M 465k 29.12
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.6 $13M 496k 26.46
Spdr Ser Tr Portfli Intrmdit (SPTI) 3.5 $10M 352k 28.58
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.9 $8.2M 160k 51.55
American Centy Etf Tr Real Estate Etf (AVRE) 2.7 $7.8M 182k 43.01
Ishares Tr Core S&p500 Etf (IVV) 2.7 $7.7M 14k 561.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.6 $7.5M 120k 62.10
Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $7.2M 42k 172.26
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.2 $6.4M 62k 103.47
Vanguard World Mega Cap Index (MGC) 2.2 $6.4M 32k 201.38
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $6.0M 277k 21.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $5.7M 72k 78.94
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $4.5M 90k 49.62
Spdr Gold Tr Gold Shs (GLD) 1.5 $4.2M 15k 288.14
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $3.9M 45k 87.17
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $3.4M 32k 105.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $3.2M 70k 45.26
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $2.9M 42k 68.01
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $2.8M 78k 36.41
Ishares Tr Esg Eafe Etf (DMXF) 1.0 $2.8M 41k 67.34
Ishares Tr Esg Msci Usa Etf (USXF) 0.9 $2.5M 53k 46.67
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.8 $2.4M 35k 69.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.4M 4.3k 559.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.3M 4.5k 513.86
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $2.2M 37k 60.17
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.7 $2.0M 49k 40.49
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.7 $1.9M 24k 78.28
Ishares Tr National Mun Etf (MUB) 0.7 $1.9M 18k 105.44
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.8M 51k 35.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.7M 34k 48.82
Ishares Tr New York Mun Etf (NYF) 0.6 $1.6M 31k 52.65
Apple (AAPL) 0.6 $1.6M 7.1k 222.13
Peak (DOC) 0.5 $1.4M 67k 20.22
Microsoft Corporation (MSFT) 0.4 $1.2M 3.2k 375.36
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.2M 4.6k 257.04
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $1.2M 10k 115.60
Lowe's Companies (LOW) 0.4 $1.2M 5.0k 233.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.1M 20k 52.37
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $1.0M 27k 38.34
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.0M 13k 78.40
NVIDIA Corporation (NVDA) 0.3 $936k 8.6k 108.38
Ishares Esg Awr Msci Em (ESGE) 0.3 $858k 25k 34.95
Amazon (AMZN) 0.3 $757k 4.0k 190.27
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $723k 6.9k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $707k 12k 58.35
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $699k 13k 52.52
Eli Lilly & Co. (LLY) 0.2 $699k 846.00 825.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $694k 1.5k 468.80
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $693k 26k 26.26
T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $625k 16k 40.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $604k 7.4k 81.69
Dimensional Etf Trust International (DFSI) 0.2 $544k 16k 34.89
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $537k 22k 24.86
Ishares Core Msci Emkt (IEMG) 0.2 $536k 9.9k 53.97
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $532k 11k 47.60
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $486k 1.9k 258.59
Meta Platforms Cl A (META) 0.2 $478k 829.00 576.36
JPMorgan Chase & Co. (JPM) 0.1 $428k 1.7k 245.30
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $418k 6.4k 65.17
Vanguard Index Fds Small Cp Etf (VB) 0.1 $405k 1.8k 221.80
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $402k 6.4k 62.92
Ishares Tr Usd Grn Bond Etf (BGRN) 0.1 $401k 8.5k 47.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $376k 705.00 532.70
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $317k 2.5k 128.96
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $311k 5.2k 59.40
Coupang Cl A (CPNG) 0.1 $291k 13k 21.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $290k 3.2k 90.55
Select Sector Spdr Tr Technology (XLK) 0.1 $288k 1.4k 206.48
Alphabet Cap Stk Cl A (GOOGL) 0.1 $280k 1.8k 154.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $277k 768.00 360.90
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $268k 11k 25.04
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $260k 6.8k 38.09
Duolingo Cl A Com (DUOL) 0.1 $253k 814.00 310.54
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $250k 1.3k 188.11
Walt Disney Company (DIS) 0.1 $239k 2.4k 98.68
Exxon Mobil Corporation (XOM) 0.1 $234k 2.0k 118.93
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $234k 2.4k 98.40
Tesla Motors (TSLA) 0.1 $232k 894.00 259.20
Tidal Trust Iii Naacp Mino Etf (NACP) 0.1 $231k 5.8k 39.84
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $221k 6.6k 33.68
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $210k 2.6k 79.52
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $209k 8.1k 25.84