Titelia

Holdings of Equita Financial Network, Inc.

66 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 75.3 % of the equity sleeve

Sector breakdown

  • Technology 2.3 %
  • Consumer discretionary 1.7 %
  • Funds 1.3 %
  • Communication 1.0 %
  • Financials 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 93.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • AU 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US65230.5M $100.00 %
2AU16.9K $0.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 150,64848.3M $
2Vanguard FTSE Developed Markets ETF 510,42032.7M $
3Dimensional International Smal 459,91718.1M $
4Vanguard Intermediate-Term Corporate Bond ETF 218,98418.1M $
5Dimensional ETF Trust 363,17113M $
6State Street SPDR Portfolio Intermediate Term Treasury ETF 435,81812.5M $
7Avantis Real Estate ETF 207,3559.1M $
8iShares 0-5 Year TIPS Bond ETF 77,3528M $
9Schwab US Broad Market ETF 288,8727.3M $
10VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 80,2406.4M $
11American Century ETF Trust 43,3964.8M $
12Vanguard Tax-Exempt Bond Index ETF 91,0874.5M $
13State Street SPDR Portfolio Developed World ex-US ETF 75,7833.5M $
14iShares Short-Term National Muni Bond ETF 32,4473.5M $
15State Street SPDR S&P 500 ETF Trust 4,5463M $
16Avantis International Small Cap Value ETF 29,0702.9M $
17Avantis Emerging Markets Equity ETF 31,3422.5M $
18Amazon.com Inc 11,2452.3M $
19Apple Inc 8,3902.1M $
20State Street SPDR Portfolio S& 24,2301.9M $
21Vanguard S&P 500 ETF 3,0521.8M $
22iShares National Muni Bond ETF 16,4151.7M $
23iShares ESG Aware MSCI EM ETF 26,0971.2M $
24Lowe's Cos Inc 4,8011.1M $
25Microsoft Corp 2,8111M $
26Vanguard Charlotte Funds 21,3691M $
27NVIDIA Corp 5,7421M $
28iShares Trust 16,908888.7K $
29Invesco QQQ Trust Series 1 1,512872.5K $
30TRP DIVIDEND GROWTH ETF 17,572784.3K $
31Vanguard International Equity Index Funds 13,671738.9K $
32Netflix Inc 7,125685.1K $
33Vanguard FTSE All-World ex-US ETF 8,754657.4K $
34iShares Core MSCI Emerging Markets ETF 9,132637K $
35Salesforce Inc 3,334622.4K $
36iShares 5-10 Year Investment Grade Corporate Bond ETF 11,480611K $
37iShares ESG Aware MSCI EAFE ETF 6,323604.6K $
38Alphabet Inc 1,867537K $
39Alphabet Inc 1,856532.4K $
40Tesla Inc 1,365507.4K $
41Schwab Intermediate-Term U.S. Treasury ETF 20,256504.6K $
42Vanguard Total International S 6,506501.7K $
43SPDR Gold MiniShares Trust 5,212483.1K $
44Schwab International Equity ETF 18,868467K $
45iShares Core S&P Mid-Cap ETF 6,603445.9K $
46Dimensional International Smal 12,493420.6K $
47SPDR SERIES TRUST 4,425418.5K $
48iShares Core S&P Small-Cap ETF 3,250404K $
49Vanguard Value ETF 1,967385.9K $
50SELECT SECTOR SPDR TRUST (THE) 2,790370.8K $
51iShares ESG Aware MSCI USA Small-Cap ETF 7,882370.6K $
52Meta Platforms Inc 625357.6K $
53iShares Core S&P 500 ETF 512334.4K $
54TRP BLUE CHIP GROWTH ETF 7,165316.6K $
55Walt Disney Co/The 3,058294.7K $
56Cisco Systems, Inc. 3,552275.6K $
57Berkshire Hathaway Inc 574275.1K $
58Schwab Strategic Trust 8,411245K $
59iShares Core S&P Total U.S. Stock Market ETF 1,563222.6K $
60Vanguard Information Technology ETF 306213.5K $
61Broadcom Inc 684211.7K $
62JPMorgan Ultra-Short Income ETF 3,980201.4K $
63Walmart Inc 1,616200.8K $
64Vanguard Growth ETF 458200.1K $
65Dimensional International Core 5,632200.1K $
66NOVONIX LTD 10,0006.9K $