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CIK: 0001994461
Total reported value
$360.2M
$360.2M
80 檔
31.3%
During the Q4 2024 filing period, Equita Financial Network, Inc. (CIK: 0001994461) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $360.2M across 80 reported positions.
During Q4 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 | 14.02% | +0.67% | +4.53% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.74% | -0.09% | +3.91% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.72% | -0.06% | +6.69% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.93% | -0.45% | +8.41% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.32% | +0.20% | +3.88% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.10% | -0.31% | +5.61% | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.18% | -0.32% | +7.23% | |
| 8 | MUNI | Pimco Intermediate Municipal | ETF-Other | 3.04% | -0.12% | +6.01% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | -0.01% | -0.30% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.86% | — | -0.15% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.76% | -0.07% | -1.00% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.69% | +0.03% | -2.02% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.43% | — | +0.09% | |
| 14 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.39% | -0.01% | +6.71% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.25% | +0.04% | +192.66% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.08% | -0.23% | +6.54% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.96% | -0.17% | +3.48% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.86% | -0.11% | +5.06% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.55% | -0.03% | -1.12% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.27% | -0.09% | +6.92% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | — | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.11% | -0.01% | +8.33% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.11% | +0.01% | -1.84% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.05% | -0.03% | +6.31% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.09% | +0.28% | |
| 26 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.88% | +0.07% | -1.32% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.87% | +0.06% | +4.97% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.84% | -0.08% | -0.12% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.01% | +56.63% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.82% | +0.05% | +3.19% | |
| 31 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.76% | +0.17% | -2.62% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.67% | -0.01% | -4.38% | |
| 33 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.64% | +0.05% | +4.98% | |
| 34 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.59% | +0.53% | -5.23% | |
| 35 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.49% | — | -6.30% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-Other | 0.46% | — | -5.36% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.45% | -0.07% | +1.90% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.42% | — | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.02% | +8.99% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.42% | — | -2.46% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.39% | -0.03% | +5.81% | |
| 42 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.38% | +0.04% | +5.18% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.03% | +4.96% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.04% | -2.14% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.04% | -3.90% | |
| 46 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.27% | +0.07% | +8.07% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.27% | -0.02% | +23.70% | |
| 48 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.25% | -0.07% | +4.94% | |
| 49 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.25% | -0.01% | +1.29% | |
| 50 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.23% | -0.02% | +128.76% |
According to official SEC Form 13F filings, Equita Financial Network, Inc. reported a total U.S. public equity portfolio value of $360.2M across 80 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, DFSV, VEA) accounted for 31.3% of total reported equity market value during Q4 2024.
During Q4 2024, Equita Financial Network, Inc.'s top holdings by market value included VTI (14.0%)、DFSV (8.7%)、VEA (8.7%). The largest single position, VTI, represented 14.0% of total portfolio value.
In Q4 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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