$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TWOU | 2U INC | $1,736,000 | -33.8% | 130,720 | 0.0% | 0.75% | -32.4% | |
COMPOSECURE INC | $597,000 | -7.6% | 78,665 | 0.0% | 0.26% | -5.5% | ||
AVSF | AMERICAN CENTY ETF TRavantis shfxdinc | $344,000 | -3.6% | 7,233 | 0.0% | 0.15% | -1.3% | |
BHG | BRIGHT HEALTH GROUP INC | $161,000 | -43.9% | 83,331 | 0.0% | 0.07% | -43.0% | |
APTOSE BIOSCIENCES INC | $34,000 | 0.0% | 25,000 | 0.0% | 0.02% | +7.1% |
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.