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CIK: 0001757605
Total reported value
$407.2M
$407.2M
65 檔
19.8%
In Q1 2025, Eq LLC's U.S. equity holdings reached a combined market value of $407.2M, distributed across 65 disclosed stock positions.
In Q1 2025, Eq LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DYNF, IVV) accounted for 19.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.84% | -0.17% | +2.77% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.35% | -0.27% | +11.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.83% | +3.16% | -34.96% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.44% | -0.39% | +11.62% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.21% | -2.10% | +197.34% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.44% | -0.45% | +9.61% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.01% | -4.48% | — | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.69% | +0.12% | -4.83% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.67% | — | +56.25% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.46% | -4.91% | -2.80% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.16% | -0.06% | -6.47% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.11% | — | +344.83% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.01% | -0.81% | -7.17% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.58% | -0.08% | +7.05% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.93% | -0.07% | EXIT | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.87% | -0.79% | — | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.85% | — | — | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.77% | +0.18% | +11.27% | |
| 19 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.63% | -0.01% | +0.28% | |
| 20 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.57% | +0.13% | -0.45% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.45% | +1.11% | +11.70% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.32% | -0.62% | +4.21% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.20% | +0.20% | -1.15% | |
| 24 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.03% | +0.03% | -0.68% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.82% | +0.05% | +19.41% | |
| 26 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.78% | -0.02% | -16.69% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.76% | -0.04% | +25.39% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | -0.04% | -6.08% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | -0.80% | -82.68% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.66% | -0.02% | — | |
| 31 | IFRA | Ishares US Infrastructure | ETF-Other | 0.62% | — | -7.92% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.03% | -0.37% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | — | -0.23% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.48% | -0.47% | +87.12% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.47% | -0.03% | -11.32% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.44% | -0.01% | +7.06% | |
| 37 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.40% | -0.08% | -4.19% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.38% | — | +0.53% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.38% | — | +0.84% | |
| 40 | INRO | Ishares US In Ro Act Etf-usd | ETF-Other | 0.38% | +0.12% | +30.37% | |
| 41 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.31% | -0.03% | +10.65% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.28% | — | — | |
| 43 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.27% | -0.02% | -8.87% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | -0.01% | -0.76% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.01% | — | |
| 46 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.27% | +0.01% | +13.13% | |
| 47 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.25% | — | -22.14% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | — | -1.08% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.22% | -0.01% | +11.95% | |
| 50 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.18% | — | +13.75% |
According to official SEC Form 13F filings, Eq LLC reported a total U.S. public equity portfolio value of $407.2M across 65 disclosed positions in Q1 2025.
During Q1 2025, Eq LLC's top holdings by market value included VOO (9.8%)、DYNF (8.3%)、IVV (6.8%). The largest single position, VOO, represented 9.8% of total portfolio value.
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Top New Position Initiated
VOO
市值: $21.1M
In Q1 2025, Eq LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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