Instuitional Investor - Equita Financial Network, Inc.
Fund Profile
Filing Period:
Fund Name: | Equita Financial Network, Inc. |
Portfolio Value | $251,349,555 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 140,976 | $42,846,716 | 17.05% | |
2. | Vanguard Tax-Managed Fds | 504,080 | $28,737,573 | 11.43% | |
3. | Dimensional Etf Trust | 827,164 | $24,343,437 | 9.69% | |
4. | Vanguard Scottsdale Funds | 178,310 | $14,785,425 | 5.88% | |
5. | Dimensional Etf Trust | 434,946 | $14,314,068 | 5.69% |