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Home > Institutional Investor > Equita Financial Network, Inc. > 13F Holdings

Instuitional Investor - Equita Financial Network, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 133,779 $38,770,513 14.01%
2.
Dimensional Etf Trust
 785,184 $24,167,977 8.73%
3.
Vanguard Tax-Managed Fds
 504,193 $24,110,500 8.71%
4.
Vanguard Scottsdale Funds
 169,732 $13,624,349 4.92%
5.
Dimensional Etf Trust
 456,199 $11,947,851 4.31%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)