EF

Equita Financial Network, Inc.

13F
Equita Financial Network, Inc.
Last update 2025-04-28 86 Stocks (11 new)
Value $286.00 Mil Turnover 8 %
Countries:
Top Holdings: VTI(13.71%)VEA(9.87%)DFSV(8.56%)VCIT(5.31%)DISV(4.74%)
Summary Stock Picks Current Portfolio
Equita Financial Network, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
142,782
39,242.3
+6.73%
13.710
+0.86%
0.010
+19.82%
+7.35%
476,615.2
 
VEA
Vanguard FTSE Developed Markets ETF
555,517
28,237.0
+10.18%
9.870
+0.91%
0.020
+12.49%
+19.94%
157,607.2
 
DFSV
Dimensional US Small Cap Value ETF
869,993
24,490.3
+10.80%
8.560
+0.83%
0.570
+18.92%
-0.62%
4,865.2
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
185,765
15,188.1
+9.45%
5.310
+0.46%
0.030
+3.07%
+4.86%
53,338.9
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
465,442
13,553.7
+9.01%
4.740
+0.39%
0.520
+15.02%
+26.54%
3,256.1
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
496,329
13,132.9
+8.80%
4.590
+0.37%
0.270
+19.37%
+16.72%
5,736.5
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
351,721
10,052.2
+11.48%
3.510
+0.36%
0.130
+0.85%
+4.19%
8,675.4
 
MUNI
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
159,831
8,239.3
-1.84%
2.880
-0.06%
0.460
+1.06%
+0.01%
1,992.7
 
AVRE
Avantis Real E state ETF
181,940
7,825.3
+15.13%
2.730
+0.36%
1.400
+5.13%
+7.16%
603.4
 
IVV
iShares Core S&P 500 ETF
13,719
7,708.7
-1.84%
2.690
-0.05%
0.000
+19.67%
+7.80%
634,518.9
 

Equita Financial Network, Inc.'s Historical Top Holdings Breakdowns

Equita Financial Network, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-2.08%
●
104.71 ($106.35) 107.68
$103.24
-2.92%
Reduce -75.38%
17,661
-54,087
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.91%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 10.18%
555,517
51,324
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.86%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 6.73%
142,782
9,003
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.83%
●
27.56 ($30.26) 32.1
$30.36
0.33%
Add 10.8%
869,993
84,809
NYF
iShares New York Muni Bond ETF
2025-03-31
New Buy
New Buy
+0.56%
●
52.33 ($53.23) 53.91
$51.60
-3.06%
New holding
30,671
30,671
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.46%
●
79.17 ($80.9) 82.04
$82.25
1.67%
Add 9.45%
185,765
16,033
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Add
Add
+0.39%
●
26.08 ($28.17) 30.23
$32.99
17.11%
Add 9.01%
465,442
38,478
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.37%
●
25.35 ($26.59) 27.46
$30.24
13.73%
Add 8.8%
496,329
40,130
AVRE
Avantis Real E state ETF
2025-03-31
Add
Add
+0.36%
●
40.62 ($42.85) 44.31
$44.24
3.24%
Add 15.13%
181,940
23,908
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Add
Add
+0.36%
●
27.64 ($28.14) 28.58
$28.50
1.28%
Add 11.48%
351,721
36,206

Equita Financial Network, Inc. Total Holding History ($B)

To

Equita Financial Network, Inc.'s Asset Allocation

To

Equita Financial Network, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Equita Financial Network, Inc.'s Hypothetical Growth since 2025-03-31

Equita Financial Network, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Equita Financial Network, Inc.'s Holdings Heat Map

Size field:

Equita Financial Network, Inc.'s Holdings Bubble Chart

Equita Financial Network, Inc. News

  • 1

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