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  Name: Equita Financial Network Inc.
  City: FORT WASHINGTON
  State: PA
  Zip: 19034
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $222,665,000
  Total Value Change : $35,024,000
  Securities Held Change : 8
   
All Securities Held : 70
  New Positions : 10
  Closed Positions : 2
  Increased Positions : 35
  Unchanged Positions : 8
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 11 - $60.94 $6,801,000 111,398 3.05% -2,219,000 -50,619 0.057    Closed - End Fund - Debt
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 15 - $76.95 $5,323,000 68,851 2.39% -1,562,000 -20,128 0.017    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 18 - $93.26 $4,556,000 48,621 2.05% -6,044,000 -69,414 0.054    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 21 - $218.09 $2,983,000 14,500 1.34% 195,000 -83 0.003    Closed - End Fund - E...
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 22 - $64.14 $2,959,000 46,130 1.33% -6,124,000 -109,262 0.048    Closed - End Fund - E...
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 24 - $0.00 $2,735,000 47,188 1.23% -2,985,000 -54,250 0.043    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 26 - $0.00 $2,422,000 36,771 1.09% -2,941,000 -49,058 0.023    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 29 - $51.03 $1,628,000 31,743 0.73% -35,000 -689 0.004    Closed - End Fund - E...
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 33 - $82.47 $1,496,000 18,029 0.67% -560,000 -6,652 0.045    Closed - End Fund - E...
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 37 - $119.19 $1,303,000 11,150 0.59% -47,000 -585 0.002    Closed - End Fund - Debt
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 40 - $104.68 $956,000 9,129 0.43% -1,013,000 -9,549 0.01    Closed - End Fund - Debt
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 41 - $81.18 $914,000 11,443 0.41% -55,000 -1,390 0.001    N/A
   (SCHR)1 Year Chart         SCHR Schwab Intermediate-Term U.... 43 - $48.42 $736,000 14,999 0.33% -601,000 -11,894 0.002    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 57 - $83.80 $384,000 4,439 0.17% -31,000 -257 0.001    Closed - End Fund - E...
   (JUST)1 Year Chart         JUST Goldman Sachs Just Us Large... 59 - $75.21 $355,000 4,729 0.16% -134,000 -2,466 0.146    N/A
   (NACP)1 Year Chart         NACP Impact Shares Naacp Minorit... 62 - $0.00 $283,000 7,388 0.13% -83,000 -3,392 0.082    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 67 - $82.76 $250,000 2,975 0.11% -110,000 -1,656 0.001    Closed - End Fund - E...
      17 Records Found
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