Equita Financial Network, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EF Equita Financial Network, Inc. | Institutional Filer | ▼ 4.16% | $318.0M | 87 |
Current Portfolio Holdings
Showing all 87 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 151K | $48.3M | 15.20% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 510K | $32.7M | 10.28% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | — | 352K | $18.5M | 5.81% |
| 4 | DISV | DIMENSIONAL ETF TRUST | — | 460K | $18.1M | 5.70% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | — | 219K | $18.1M | 5.70% |
| 6 | DFSV | DIMENSIONAL ETF TRUST | — | 503K | $17.6M | 5.54% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | — | 463K | $16.0M | 5.03% |
| 8 | DFLV | DIMENSIONAL ETF TRUST | — | 363K | $13.0M | 4.08% |
| 9 | SPTI | SPDR SERIES TRUST | — | 436K | $12.5M | 3.93% |
| 10 | AVRE | AMERICAN CENTY ETF TR | — | 207K | $9.1M | 2.87% |
| 11 | STIP | ISHARES TR | — | 77K | $8.0M | 2.52% |
| 12 | MUNI | PIMCO ETF TR | — | 147K | $7.7M | 2.41% |
| 13 | SCHB | SCHWAB STRATEGIC TR | — | 289K | $7.3M | 2.28% |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | — | 80K | $6.4M | 2.00% |
| 15 | DFSU | DIMENSIONAL ETF TRUST | — | 119K | $4.9M | 1.54% |
Showing 1 to 15 of 87 holdings