Equita Financial Network

Equita Financial Network as of June 30, 2025

Portfolio Holdings for Equita Financial Network

Equita Financial Network holds 81 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 17.0 $43M 141k 303.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.4 $29M 504k 57.01
Dimensional Etf Trust Us Small Cap Val (DFSV) 9.7 $24M 827k 29.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.9 $15M 178k 82.92
Dimensional Etf Trust Intl Small Cap V (DISV) 5.7 $14M 435k 32.91
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.4 $14M 458k 29.68
Spdr Series Trust Portfli Intrmdit (SPTI) 4.0 $10M 346k 28.77
American Centy Etf Tr Real Estate Etf (AVRE) 3.0 $7.5M 170k 44.16
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.6 $6.5M 127k 51.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.6 $6.4M 270k 23.83
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.4 $6.1M 60k 102.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $5.4M 68k 79.50
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $4.5M 49k 91.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $3.1M 77k 40.49
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.2 $3.1M 79k 39.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $3.1M 63k 49.03
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $2.9M 27k 106.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.9M 5.0k 567.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.8M 4.6k 617.85
Ishares Tr Esg Eafe Etf (DMXF) 1.1 $2.8M 38k 74.44
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.0 $2.5M 32k 79.28
Ishares Tr Esg Msci Usa Etf (USXF) 1.0 $2.5M 46k 53.93
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $2.3M 34k 68.54
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.9 $2.3M 30k 74.89
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.8 $2.0M 49k 41.91
Ishares Tr National Mun Etf (MUB) 0.7 $1.9M 18k 104.48
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.7 $1.9M 20k 93.95
Microsoft Corporation (MSFT) 0.6 $1.4M 2.9k 497.47
Dimensional Etf Trust International (DFSI) 0.5 $1.3M 32k 39.41
Ishares Tr New York Mun Etf (NYF) 0.5 $1.2M 23k 52.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $1.1M 22k 49.51
Lowe's Companies (LOW) 0.4 $1.1M 5.0k 221.87
NVIDIA Corporation (NVDA) 0.4 $1.1M 6.7k 157.99
Apple (AAPL) 0.4 $1.1M 5.2k 205.16
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.0M 20k 52.76
Ishares Esg Awr Msci Em (ESGE) 0.4 $896k 23k 39.17
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $868k 21k 40.74
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $809k 30k 26.83
Ishares Core Msci Emkt (IEMG) 0.3 $782k 13k 60.03
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.3 $734k 9.2k 79.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $730k 1.3k 551.49
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $716k 6.6k 109.29
Amazon (AMZN) 0.3 $703k 3.2k 219.39
Spdr Series Trust Nuveen Ice Short (SHM) 0.3 $686k 14k 47.83
T Rowe Price Etf Price Div Grwt (TDVG) 0.3 $663k 16k 42.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $657k 11k 62.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $630k 9.1k 69.09
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $615k 12k 53.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $598k 6.7k 89.22
Vanguard World Esg Us Corp Bd (VCEB) 0.2 $595k 9.4k 63.40
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $592k 12k 47.67
Duolingo Cl A Com (DUOL) 0.2 $550k 1.3k 410.02
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $545k 6.4k 84.83
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $534k 21k 25.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $520k 11k 49.46
Meta Platforms Cl A (META) 0.2 $496k 672.00 738.09
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $485k 13k 38.06
Ishares Tr Core S&p500 Etf (IVV) 0.2 $464k 748.00 620.90
Coupang Cl A (CPNG) 0.2 $403k 13k 29.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $386k 795.00 485.77
Select Sector Spdr Tr Technology (XLK) 0.1 $353k 1.4k 253.23
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $349k 12k 29.84
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $348k 3.9k 90.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $326k 768.00 424.35
Ishares Tr Esg Aware Msci (ESML) 0.1 $296k 7.2k 41.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $287k 9.8k 29.21
Broadcom (AVGO) 0.1 $281k 1.0k 275.65
JPMorgan Chase & Co. (JPM) 0.1 $279k 962.00 289.91
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $276k 6.1k 45.35
Walt Disney Company (DIS) 0.1 $276k 2.2k 124.02
Tesla Motors (TSLA) 0.1 $264k 832.00 317.66
Dimensional Etf Trust Global Core Plus (DFGP) 0.1 $263k 4.8k 54.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $258k 1.3k 194.18
Tidal Trust Iii Naacp Mino Etf (NACP) 0.1 $241k 5.5k 43.72
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $225k 2.6k 87.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $219k 9.9k 22.10
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $215k 8.6k 25.17
Roblox Corp Cl A (RBLX) 0.1 $213k 2.0k 105.20
Alphabet Cap Stk Cl A (GOOGL) 0.1 $200k 1.1k 176.17
Purecycle Technologies (PCT) 0.1 $194k 14k 13.70
Novonix Sponsored Ads (NVX) 0.0 $10k 10k 1.01