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CIK: 0001994461
Total reported value
$353.2M
$353.2M
70 檔
23.3%
As reported in its official Q1 2024 Form 13F filing, Equita Financial Network, Inc.'s tracked investment portfolio stood at $353.2M with 70 total positions.
During Q1 2024, Equita Financial Network, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.25% | +1.07% | +73.86% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.31% | +0.47% | +10.37% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.90% | -5.45% | EXIT | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.39% | +0.36% | +65.00% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.06% | +0.19% | +129.85% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 3.83% | +0.80% | +137.04% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.43% | +0.55% | +14.03% | |
| 8 | MUNI | Pimco Intermediate Municipal | ETF-Other | 3.37% | +0.06% | +54.04% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | +0.03% | +3.19% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.06% | -0.03% | — | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.05% | +0.07% | -31.24% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.03% | — | +5.48% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.93% | +0.25% | +35.44% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.65% | — | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.39% | +0.12% | -22.62% | |
| 16 | FMUSD | Ishares Msci Frontier 100 | ETF-Other | 2.31% | — | +17.18% | |
| 17 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.17% | -0.05% | +29.60% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.05% | -0.05% | -58.81% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.03% | +0.13% | +19.11% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.46% | -0.42% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.34% | — | -0.57% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.33% | +0.02% | -70.31% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.24% | +0.01% | +0.96% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.23% | -0.01% | -53.48% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.15% | +0.01% | +5.08% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.09% | +0.07% | -57.16% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.78% | +0.07% | +40.54% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.05% | — | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.73% | — | -2.12% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.72% | — | +14.32% | |
| 31 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.69% | +0.11% | +14.39% | |
| 32 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.69% | +0.05% | +72.83% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | — | -26.95% | |
| 34 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.66% | +0.01% | +17.09% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.04% | +0.54% | |
| 36 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.59% | — | — | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.59% | — | -4.99% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.57% | +0.02% | +28.35% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.49% | — | +50.30% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.43% | +0.26% | -51.12% | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.41% | -0.01% | -10.83% | |
| 42 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.34% | +0.02% | +66.98% | |
| 43 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.33% | +0.07% | -44.23% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | -0.02% | +9.15% | |
| 45 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.30% | +0.01% | — | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.27% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.06% | +140.70% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.01% | +28.26% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.24% | +0.36% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | -0.02% | +5.96% |
According to official SEC Form 13F filings, Equita Financial Network, Inc. reported a total U.S. public equity portfolio value of $353.2M across 70 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFSV) accounted for 23.3% of total reported equity market value during Q1 2024.
During Q1 2024, Equita Financial Network, Inc.'s top holdings by market value included VTI (11.3%)、VEA (9.3%)、DFSV (7.9%). The largest single position, VTI, represented 11.3% of total portfolio value.
In Q1 2024, Equita Financial Network, Inc. made 0 total portfolio adjustments, initiating 0 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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