$278 Million is the total value of Equius Partners, Inc.'s 18 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPYG | New | SPDR SER TRprtflo s&p500 gw | $268,000 | – | 5,340 | +100.0% | 0.10% | – |
XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $215,000 | – | 3,085 | +100.0% | 0.08% | – |
PTY | New | PIMCO CORPORATE & INCOME OPP | $144,000 | – | 12,277 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
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.