Instuitional Investor - Equita Financial Network, Inc.
Fund Profile
Filing Period:
Fund Name: | Equita Financial Network, Inc. |
Portfolio Value | $286,206,723 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 142,782 | $39,242,306 | 13.71% | |
2. | Vanguard Tax-Managed Fds | 555,517 | $28,236,955 | 9.87% | |
3. | Dimensional Etf Trust | 869,993 | $24,490,314 | 8.56% | |
4. | Vanguard Scottsdale Funds | 185,765 | $15,188,146 | 5.31% | |
5. | Dimensional Etf Trust | 465,442 | $13,553,677 | 4.74% |