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Home > Institutional Investor > Equius Partners, Inc. > 13F Holdings

Instuitional Investor - Equius Partners, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,969,692 $99,425,289 30.69%
2.
Dimensional Etf Trust
 2,073,628 $91,135,934 28.13%
3.
Dimensional Etf Trust
 1,952,148 $59,345,286 18.32%
4.
Dimensional Etf Trust
 1,075,424 $44,748,395 13.81%
5.
Dimensional Etf Trust
 493,367 $10,957,684 3.38%
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)