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Equita Financial Network, Inc.

Q3 2023 Holdings

Filed 2023-10-30 | 60 holdings | $12.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$7.2K95,5240.1%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$7.8K157,2120.1%
Spdr SER TR(SPTM)PORTFOLI S&P150078464A805$8.4K159,5630.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$10.8K50,9320.1%
Vanguard Tax-Managed FDS(VEA)VAN FTSE DEV MKT921943858$17.8K406,0550.1%
American Centy ETF TR(AVEM)AVANTIS EMGMKT025072604$5.1M95,99040.2%
American Centy ETF TR(AVUV)US SML CP VALU025072877$7.4M94,77358.6%
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