$232 Million is the total value of Equius Partners, Inc.'s 16 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ADSK | Exit | AUTODESK INC | $0 | – | -800 | -100.0% | -0.10% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -910 | -100.0% | -0.10% | – |
NKE | Exit | NIKE INCcl b | $0 | – | -1,731 | -100.0% | -0.12% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -3,500 | -100.0% | -0.12% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -722 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 5 | Q4 2022 | 44.2% |
DIMENSIONAL ETF TRUST | 5 | Q4 2022 | 29.1% |
DIMENSIONAL ETF TRUST | 5 | Q4 2022 | 23.8% |
DIMENSIONAL ETF TRUST | 5 | Q4 2022 | 1.8% |
2U INC | 5 | Q4 2022 | 1.1% |
COMPOSECURE INC | 5 | Q4 2022 | 0.3% |
AMERICAN CENTY ETF TR | 5 | Q4 2022 | 0.2% |
APPLE INC | 5 | Q4 2022 | 0.1% |
BRIGHT HEALTH GROUP INC | 5 | Q4 2022 | 0.1% |
KUBIENT INC | 5 | Q4 2022 | 0.1% |
View Equius Partners, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-01-27 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-28 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-15 |
View Equius Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.