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CIK: 0001994461
Total reported value
$360.2M
$360.2M
78 檔
24.9%
In Q2 2024, Equita Financial Network, Inc.'s U.S. equity holdings reached a combined market value of $360.2M, distributed across 78 disclosed stock positions.
During Q2 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 | 11.31% | +0.67% | +4.98% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.16% | -0.06% | +7.32% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.01% | -0.09% | +14.03% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.60% | -0.45% | +13.59% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.35% | +0.20% | +9.69% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.07% | -0.31% | +15.52% | |
| 7 | MUNI | Pimco Intermediate Municipal | ETF-Other | 3.43% | -0.12% | +10.08% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | -0.01% | +10.30% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 3.17% | -0.07% | +0.25% | |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.07% | -0.32% | +13.46% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.85% | +0.03% | +0.01% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.72% | — | — | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.61% | — | — | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.45% | +0.04% | -16.34% | |
| 15 | FMUSD | Ishares Msci Frontier 100 | ETF-Other | 2.27% | — | +10.25% | |
| 16 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.26% | -0.01% | +14.85% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.02% | -0.17% | -9.34% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.01% | -0.23% | +6.16% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.80% | -0.11% | +33.14% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.72% | -0.03% | -5.76% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.30% | — | — | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.25% | +0.01% | -2.62% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.14% | -0.01% | +2.03% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.12% | +0.05% | -6.75% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.11% | -0.03% | -1.73% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.95% | -0.08% | -5.08% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.91% | -0.09% | +128.52% | |
| 28 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.88% | +0.06% | +23.23% | |
| 29 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.79% | +0.07% | +24.83% | |
| 30 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.78% | +0.17% | +15.62% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.09% | — | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.68% | -0.01% | +3.07% | |
| 33 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.62% | +0.05% | -0.16% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.59% | — | -0.51% | |
| 35 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.58% | — | +0.22% | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.53% | — | -2.83% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.49% | — | +3.00% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.07% | -8.61% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.42% | -0.03% | -37.83% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.02% | +50.17% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.36% | -0.02% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | +37.64% | |
| 43 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.35% | +0.04% | +15.58% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.32% | -0.01% | -14.34% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | +0.04% | -8.45% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.04% | +1239.15% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.08% | NEW | |
| 48 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.28% | -0.01% | +0.00% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.27% | +0.01% | +45.68% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.03% | +42.40% |
According to official SEC Form 13F filings, Equita Financial Network, Inc. reported a total U.S. public equity portfolio value of $360.2M across 78 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFSV) accounted for 24.9% of total reported equity market value during Q2 2024.
During Q2 2024, Equita Financial Network, Inc.'s top holdings by market value included VTI (11.3%)、VEA (9.2%)、DFSV (8.0%). The largest single position, VTI, represented 11.3% of total portfolio value.
In Q2 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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