$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWOU | 2U INC | $817,000 | -40.3% | 130,720 | 0.0% | 0.29% | -36.5% | |
| BHG | BRIGHT HEALTH GROUP INC | $87,000 | -42.8% | 83,331 | 0.0% | 0.03% | -39.2% | |
| KBNT | KUBIENT INC | $47,000 | +46.9% | 48,125 | 0.0% | 0.02% | +54.5% | |
| APTOSE BIOSCIENCES INC | $15,000 | -21.1% | 25,000 | 0.0% | 0.01% | -16.7% |
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.