HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD TAX MANAGED FDS (VEA) |
374,561 | -31,494 | $17,942 |
| VEA | 374,561 | -31,494 | $17,942 |
| VANGUARD INDEX FDS (VTI) |
55,431 | +4,499 | $13,149 |
| VTI | 55,431 | +4,499 | $13,149 |
| AMERICAN CENTY ETF TR (AVUV) |
118,035 | +23,262 | $10,600 |
| AVUV | 118,035 | +23,262 | $10,600 |
| SPDR SER TR (SPTM) |
155,392 | -4,171 | $9,083 |
| SPTM | 155,392 | -4,171 | $9,083 |
| SCHWAB STRATEGIC TR |
162,017 | +4,805 | $9,020 |
| SCHB | 162,017 | +4,805 | $9,020 |
| DIMENSIONAL ETF TRUST (DFSV) |
276,582 | +10,737 | $8,054 |
| DFSV | 276,582 | +10,737 | $8,054 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
88,979 | -6,545 | $6,885 |
| VCSH | 88,979 | -6,545 | $6,885 |
| ISHARES TR (MUB) |
62,336 | +3,459 | $6,758 |
| MUB | 62,336 | +3,459 | $6,758 |
| VANGUARD STAR FDS (VXUS) |
113,000 | UNCH | $6,549 |
| VXUS | 113,000 | UNCH | $6,549 |
| ISHARES TR (IVV) |
12,757 | -421 | $6,093 |
| IVV | 12,757 | -421 | $6,093 |
| VANGUARD INDEX FDS (VXF) |
36,500 | UNCH | $6,001 |
| VXF | 36,500 | UNCH | $6,001 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
73,547 | -4,114 | $5,978 |
| VCIT | 73,547 | -4,114 | $5,978 |
| AMERICAN CENTY ETF TR (AVEM) |
101,438 | +5,448 | $5,720 |
| AVEM | 101,438 | +5,448 | $5,720 |
| AMERICAN CENTY ETF TR (AVDV) |
85,829 | +6,906 | $5,363 |
| AVDV | 85,829 | +6,906 | $5,363 |
| VANGUARD WORLD FD (MGC) |
31,633 | -5,048 | $5,355 |
| MGC | 31,633 | -5,048 | $5,355 |
| PIMCO ETF TR (MUNI) |
92,938 | +34,184 | $4,907 |
| MUNI | 92,938 | +34,184 | $4,907 |
| SPDR SER TR (SPTI) |
170,757 | -5,288 | $4,877 |
| SPTI | 170,757 | -5,288 | $4,877 |
| ISHARES INC (FM) |
153,409 | -5,716 | $4,035 |
| FM | 153,409 | -5,716 | $4,035 |
| DIMENSIONAL ETF TRUST (DFEM) |
154,315 | +9,864 | $3,852 |
| DFEM | 154,315 | +9,864 | $3,852 |
| AMERICAN CENTY ETF TR (AVRE) |
88,126 | -1,872 | $3,817 |
| AVRE | 88,126 | -1,872 | $3,817 |
| ISHARES TR (STIP) |
38,242 | -224 | $3,770 |
| STIP | 38,242 | -224 | $3,770 |
| DIMENSIONAL ETF TRUST (DISV) |
132,315 | +11,794 | $3,412 |
| DISV | 132,315 | +11,794 | $3,412 |
| SPDR GOLD TR (GLD) |
14,583 | +83 | $2,788 |
| GLD | 14,583 | +83 | $2,788 |
| SPDR INDEX SHS FDS (SPDW) |
76,365 | +76,365 | $2,597 |
| SPDW | 76,365 | +76,365 | $2,597 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
58,311 | +25,704 | $2,396 |
| VWO | 58,311 | +25,704 | $2,396 |
| SPDR SER TR (SLYV) |
24,681 | -16,834 | $2,056 |
| SLYV | 24,681 | -16,834 | $2,056 |
| ISHARES TR (SUB) |
18,678 | +1,393 | $1,969 |
| SUB | 18,678 | +1,393 | $1,969 |
| ISHARES TR (IGSB) |
32,432 | +16,062 | $1,663 |
| IGSB | 32,432 | +16,062 | $1,663 |
| SPDR S&P 500 ETF TR (SPY) |
3,136 | UNCH | $1,491 |
| SPY | 3,136 | UNCH | $1,491 |
| VANGUARD CHARLOTTE FDS (BNDX) |
28,535 | +23,581 | $1,409 |
| BNDX | 28,535 | +23,581 | $1,409 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
11,735 | +1,735 | $1,350 |
| VSS | 11,735 | +1,735 | $1,350 |
| SCHWAB STRATEGIC TR |
26,893 | +9,135 | $1,337 |
| SCHR | 26,893 | +9,135 | $1,337 |
| PHYSICIANS RLTY TR |
98,700 | -6,300 | $1,314 |
| DOC | 98,700 | -6,300 | $1,314 |
| NUSHARES ETF TR (NULV) |
34,545 | +443 | $1,241 |
| NULV | 34,545 | +443 | $1,241 |
| ISHARES TR (DMXF) |
18,068 | +903 | $1,154 |
| DMXF | 18,068 | +903 | $1,154 |
| LOWES COS INC |
5,161 | UNCH | $1,149 |
| LOW | 5,161 | UNCH | $1,149 |
| ISHARES TR (USXF) |
27,649 | +1,915 | $1,101 |
| USXF | 27,649 | +1,915 | $1,101 |
| ISHARES TR (ESGD) |
12,833 | UNCH | $969 |
| ESGD | 12,833 | UNCH | $969 |
| SCHWAB STRATEGIC TR |
25,319 | -80 | $936 |
| SCHF | 25,319 | -80 | $936 |
| NUSHARES ETF TR (NULG) |
11,580 | +1,735 | $804 |
| NULG | 11,580 | +1,735 | $804 |
| DIMENSIONAL ETF TRUST (DFGR) |
26,382 | +26,382 | $685 |
| DFGR | 26,382 | +26,382 | $685 |
| VANGUARD INDEX FDS (VV) |
3,036 | -120 | $662 |
| VV | 3,036 | -120 | $662 |
| INVESCO QQQ TR |
1,497 | +214 | $613 |
| QQQ | 1,497 | +214 | $613 |
| ISHARES TR (IGIB) |
11,604 | +11,604 | $603 |
| IGIB | 11,604 | +11,604 | $603 |
| SPDR SER TR (SHM) |
11,167 | +11,167 | $534 |
| SHM | 11,167 | +11,167 | $534 |
| GOLDMAN SACHS ETF TR (JUST) |
7,195 | +36 | $489 |
| JUST | 7,195 | +36 | $489 |
| APPLE INC |
2,488 | -767 | $479 |
| AAPL | 2,488 | -767 | $479 |
| NUSHARES ETF TR (NUSC) |
10,947 | +1,254 | $428 |
| NUSC | 10,947 | +1,254 | $428 |
| VANGUARD INDEX FDS (VNQ) |
4,696 | +977 | $415 |
| VNQ | 4,696 | +977 | $415 |
| SCHWAB STRATEGIC TR |
8,781 | -4 | $409 |
| SCHZ | 8,781 | -4 | $409 |
See Full List: All Stocks Held By Equita Financial Network Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Equita Financial Network Inc.
|
Size ($ in 1000's)
At 12/31/2023: $187,641 At 09/30/2023: $162,521 Equita Financial Network Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Equita Financial Network Inc. 13F filings. Link to 13F filings: SEC filings |
