Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED FDS | 1 | Q3 2023 | 10.9% |
VANGUARD INDEX FDS | 1 | Q3 2023 | 6.7% |
SPDR SER TR | 1 | Q3 2023 | 5.2% |
SCHWAB STRATEGIC TR | 1 | Q3 2023 | 4.8% |
AMERICAN CENTY ETF TR | 1 | Q3 2023 | 4.5% |
VANGUARD SCOTTSDALE FDS | 1 | Q3 2023 | 4.4% |
DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 4.1% |
VANGUARD STAR FDS | 1 | Q3 2023 | 3.7% |
ISHARES TR | 1 | Q3 2023 | 3.7% |
VANGUARD SCOTTSDALE FDS | 1 | Q3 2023 | 3.6% |
View Equita Financial Network, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-02-12 |
13F-HR | 2023-10-30 |
View Equita Financial Network, 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.