The Analysis of Equita Financial Network, Inc.'s Holdings
Currently, Equita Financial Network, Inc. holds 95 types of securities in its portfolio with a total value $331.8M. In the most recent quarter, they have increased their positions in VTI (+11.2K shares, valued at $3.8M), VEA (+49.4K shares, valued at $3.1M), VCIT (+25.8K shares, valued at $2.2M); decreased their positions in AAPL (-643 shares, valued at $174.8K), IVV (-224 shares, valued at $153.4K), USXF (-2.2K shares, valued at $129.4K); initiated new positions in BND (+18.8K shares, valued at $1.4M), VEU (+8.7K shares, valued at $643.0K), GLDM (+3.8K shares, valued at $320.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS160.1K shares7.52%2025-12-312026-01-29
VEA VANGUARD TAX-MANAGED FDS566.0K shares9.57%2025-12-312026-01-29 DFSV DIMENSIONAL ETF TRUST590.8K shares5.55%2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS222.5K shares13.13%2025-12-312026-01-29 DISV DIMENSIONAL ETF TRUST484.1K shares8.77%2025-12-312026-01-29 DFGX DIMENSIONAL ETF TRUST331.6K shares14.12%2025-12-312026-01-29 DFEM DIMENSIONAL ETF TRUST503.0K shares7.70%2025-12-312026-01-29 SPTI SPDR SERIES TRUST445.2K shares14.45%2025-12-312026-01-29 DFLV DIMENSIONAL ETF TRUST324.9K shares13.09%2025-12-312026-01-29 AVRE AMERICAN CENTY ETF TR208.6K shares10.79%2025-12-312026-01-29 STIP ISHARES TR77.5K shares17.02%2025-12-312026-01-29 SCHB SCHWAB STRATEGIC TR293.6K shares9.40%2025-12-312026-01-29 MUNI PIMCO ETF TR143.6K shares12.02%2025-12-312026-01-29 VCSH VANGUARD SCOTTSDALE FDS81.8K shares11.60%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR44.9K shares-0.35%2025-12-312026-01-29 DFSU DIMENSIONAL ETF TRUST99.7K shares9.68%2025-12-312026-01-29 VTEB VANGUARD MUN BD FDS74.5K shares19.75%2025-12-312026-01-29 SPDW SPDR INDEX SHS FDS76.8K shares0.04%2025-12-312026-01-29 SUB ISHARES TR30.8K shares7.24%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR4.5K shares-0.98%2025-12-312026-01-29 AVDV AMERICAN CENTY ETF TR31.1K shares0.31%2025-12-312026-01-29 DMXF ISHARES TR38.4K shares2.88%2025-12-312026-01-29 NYF ISHARES TR49.2K shares42.31%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR33.7K shares-0.35%2025-12-312026-01-29 SPTM SPDR SERIES TRUST30.3K shares0.01%2025-12-312026-01-29 USXF ISHARES TR42.6K shares-5.01%2025-12-312026-01-29 NULV NUSHARES ETF TR49.8K shares8.36%2025-12-312026-01-29 NULG NUSHARES ETF TR21.9K shares11.93%2025-12-312026-01-29 DFSI DIMENSIONAL ETF TRUST49.2K shares12.98%2025-12-312026-01-29 MUB ISHARES TR16.3K shares-2.71%2025-12-312026-01-29 MSFT MICROSOFT CORP2.9K shares1.62%2025-12-312026-01-29 BND VANGUARD BD INDEX FDS18.8K sharesnew addition2025-12-312026-01-29 NVDA NVIDIA CORPORATION7.1K shares1.87%2025-12-312026-01-29 DFSE DIMENSIONAL ETF TRUST28.5K shares34.19%2025-12-312026-01-29 LOW LOWES COS INC4.8K shares0.59%2025-12-312026-01-29 NUSC NUSHARES ETF TR25.8K shares22.64%2025-12-312026-01-29 BGRN ISHARES TR23.8K shares38.92%2025-12-312026-01-29 VCEB VANGUARD WORLD FD17.7K shares37.11%2025-12-312026-01-29 ESGE ISHARES INC25.1K shares10.21%2025-12-312026-01-29 IEMG ISHARES INC15.3K shares7.49%2025-12-312026-01-29 AMZN AMAZON COM INC4.3K shares-4.97%2025-12-312026-01-29 DFGP DIMENSIONAL ETF TRUST18.3K shares48.54%2025-12-312026-01-29 AAPL APPLE INC3.6K shares-15.10%2025-12-312026-01-29 BNDX VANGUARD CHARLOTTE FDS19.1K shares0.99%2025-12-312026-01-29 IGSB ISHARES TR17.2K shares-7.43%2025-12-312026-01-29 USHY ISHARES TR24.0K shares88.49%2025-12-312026-01-29 IJR ISHARES TR6.9K shares8.58%2025-12-312026-01-29 DFGR DIMENSIONAL ETF TRUST31.5K shares6.36%2025-12-312026-01-29 IJH ISHARES TR12.3K shares15.23%2025-12-312026-01-29 TDVG T ROWE PRICE ETF INC16.2K shares0.24%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F13.4K shares17.47%2025-12-312026-01-29 ALPHABET INC ALPHABET INC2.2K shares113.71%2025-12-312026-01-29 SLYV SPDR SERIES TRUST7.4K shares-0.17%2025-12-312026-01-29 VEU VANGUARD INTL EQUITY INDEX F8.7K sharesnew addition2025-12-312026-01-29 ESGD ISHARES TR6.3K shares-6.58%2025-12-312026-01-29 SHM SPDR SERIES TRUST12.5K shares-5.54%2025-12-312026-01-29 IGIB ISHARES TR9.9K shares-2.44%2025-12-312026-01-29 TSLA TESLA INC1.1K shares31.93%2025-12-312026-01-29 META META PLATFORMS INC760 shares7.65%2025-12-312026-01-29 IVV ISHARES TR725 shares-23.60%2025-12-312026-01-29 VTV VANGUARD INDEX FDS2.4K shares53.45%2025-12-312026-01-29 SCHR SCHWAB STRATEGIC TR18.0K shares-2.74%2025-12-312026-01-29 GBTC GRAYSCALE BITCOIN TRUST ETF6.2K shares0.00%2025-12-312026-01-29 VXUS VANGUARD STAR FDS5.4K shares1.56%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR2.8K shares100.00%2025-12-312026-01-29 ALPHABET INC ALPHABET INC1.3K shares1.46%2025-12-312026-01-29 DFIS DIMENSIONAL ETF TRUST11.9K shares0.45%2025-12-312026-01-29 DIS DISNEY WALT CO3.3K shares1.13%2025-12-312026-01-29 ESML ISHARES TR8.1K shares12.36%2025-12-312026-01-29 IWF ISHARES TR768 shares0.00%2025-12-312026-01-29 SUSB ISHARES TR13.8K shares19.04%2025-12-312026-01-29 VONG VANGUARD SCOTTSDALE FDS2.8K shares0.00%2025-12-312026-01-29 BROADCOM INC BROADCOM INC940 shares-3.98%2025-12-312026-01-29 GLDM WORLD GOLD TR3.8K sharesnew addition2025-12-312026-01-29 CPNG COUPANG INC13.5K shares0.17%2025-12-312026-01-29 TCHP T ROWE PRICE ETF INC6.4K shares0.00%2025-12-312026-01-29 SCHF SCHWAB STRATEGIC TR13.0K shares30.70%2025-12-312026-01-29 CSCO CISCO SYS INC4.1K sharesnew addition2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.965 shares8.43%2025-12-312026-01-29 IGF ISHARES TR4.7K sharesnew addition2025-12-312026-01-29 IWD ISHARES TR1.3K shares0.00%2025-12-312026-01-29 SCHG SCHWAB STRATEGIC TR8.5K shares-2.33%2025-12-312026-01-29 REET ISHARES TR10.1K sharesnew addition2025-12-312026-01-29 JUST GOLDMAN SACHS ETF TR2.4K shares0.00%2025-12-312026-01-29 WMT WALMART INC2.0K shares1.47%2025-12-312026-01-29 NACP TIDAL TRUST III4.3K shares-13.84%2025-12-312026-01-29 TGRW T ROWE PRICE ETF INC4.6K shares0.00%2025-12-312026-01-29 FNDE SCHWAB STRATEGIC TR5.7K sharesnew addition2025-12-312026-01-29 VTEC VANGUARD CALIF TAX FREE FDS2.0K shares0.00%2025-12-312026-01-29 PCT PURECYCLE TECHNOLOGIES INC17.1K shares20.77%2025-12-312026-01-29 NVX NOVONIX LIMITED10.0K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available