Instuitional Investor - Equita Financial Network, Inc.
Fund Profile
Filing Period:
| Fund Name: | Equita Financial Network, Inc. |
| Portfolio Value | $318,025,250 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 150,648 | $48,336,091 | 15.2% | |
| 2. | Vanguard Tax-Managed Fds | 510,420 | $32,707,741 | 10.28% | |
| 3. | Dimensional Etf Trust | 351,973 | $18,461,570 | 5.81% | |
| 4. | Dimensional Etf Trust | 459,917 | $18,139,115 | 5.7% | |
| 5. | Vanguard Scottsdale Funds | 218,984 | $18,120,901 | 5.7% |