$324 Million is the total value of Equius Partners, Inc.'s 28 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $1,721,566 | – | 4,900 | +100.0% | 0.53% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,708,370 | – | 34,072 | +100.0% | 0.53% | – |
| New | DIMENSIONAL ETF TRUSTus large cap val | $1,645,718 | – | 67,090 | +100.0% | 0.51% | – | |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $793,443 | – | 4,323 | +100.0% | 0.24% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $792,006 | – | 3,886 | +100.0% | 0.24% | – |
| IGV | New | ISHARES TRexpanded tech | $263,270 | – | 1,029 | +100.0% | 0.08% | – |
| DE | New | DEERE & CO | $231,102 | – | 539 | +100.0% | 0.07% | – |
| New | DIMENSIONAL ETF TRUSTintl high profit | $214,657 | – | 9,735 | +100.0% | 0.07% | – | |
| MCD | New | MCDONALDS CORP | $209,243 | – | 794 | +100.0% | 0.06% | – |
| AMGN | New | AMGEN INC | $206,698 | – | 787 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-27
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.