| |
|
|
| Name: |
Equius Partners Inc. |
| City: |
NOVATO |
| State: |
CA |
| Zip: |
94949 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
10 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
8 |
New |
$490.80 |
$1,722,000 |
4,900 |
0.53% |
1,722,000 |
4,900 |
0.001 |
Closed - End Fund - E... |
|
|
VEU |
Vanguard FTSE All-World ETF |
9 |
New |
$57.31 |
$1,708,000 |
34,072 |
0.53% |
1,708,000 |
34,072 |
0.007 |
Closed - End Fund - F... |
|
|
DFLV |
Dfa Dimensional Us Large Ca... |
|
New |
$0.00 |
$1,646,000 |
67,090 |
0.51% |
1,646,000 |
67,090 |
0.405 |
N/A |
|
|
VB |
Vanguard Small Cap VIPERS |
11 |
New |
$217.92 |
$793,000 |
4,323 |
0.24% |
793,000 |
4,323 |
0.002 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
12 |
New |
$242.07 |
$792,000 |
3,886 |
0.24% |
792,000 |
3,886 |
0.002 |
Closed - End Fund - E... |
|
|
IGV |
iShares S&P GSTI Software I... |
16 |
New |
$0.00 |
$263,000 |
1,029 |
0.08% |
263,000 |
1,029 |
0.006 |
Closed - End Fund - E... |
|
|
DE |
Deere & Co |
19 |
New |
$368.58 |
$231,000 |
539 |
0.07% |
231,000 |
539 |
0 |
Farm & Construction M... |
|
|
DIHP |
Dfa Dimensional Internatl H... |
20 |
New |
$0.00 |
$215,000 |
9,735 |
0.07% |
215,000 |
9,735 |
0.011 |
N/A |
|
|
MCD |
McDonalds Corp |
21 |
New |
$256.21 |
$209,000 |
794 |
0.06% |
209,000 |
794 |
0 |
Restaurants |
|
|
AMGN |
Amgen Inc |
22 |
New |
$305.02 |
$207,000 |
787 |
0.06% |
207,000 |
787 |
0 |
Biotechnology |
|
