Filling information for Equius Partners, Inc. as Treemap, investor disclosed 28 total holdings based on 2022-12-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 44748395 | 1075424 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 270578 | 5340 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 792006 | 3886 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 793443 | 4323 | |
| 50116V107 | 50116V107 | KUBIENT INC | COM | 30776 | 48125 | |
| 464287515 | 464287515 | ISHARES TR | EXPANDED TECH | 263270 | 1029 | |
| 03835T200 | 03835T200 | APTOSE BIOSCIENCES INC | COM NEW | 14500 | 25000 | |
| 25434V831 | 25434V831 | DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 740718 | 30850 | |
| 244199105 | 244199105 | DEERE & CO | COM | 231102 | 539 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 91135934 | 2073628 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1708370 | 34072 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 59345286 | 1952148 | |
| 037833100 | 037833100 | APPLE INC | COM | 253883 | 1954 | |
| 72201B101 | 72201B101 | PIMCO CORPORATE & INCOME OPP | COM | 151618 | 12624 | |
| 25434V765 | 25434V765 | DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 214657 | 9735 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 3107357 | 60750 | |
| 025072687 | 025072687 | AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 307422 | 6701 | |
| 46137V464 | 46137V464 | INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 232301 | 3085 | |
| 031162100 | 031162100 | AMGEN INC | COM | 206698 | 787 | |
| 25434V666 | 25434V666 | DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 1645718 | 67090 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1721566 | 4900 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 209243 | 794 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 99425289 | 2969692 | |
| 10920V107 | 10920V107 | BRIGHT HEALTH GROUP INC | COM | 54157 | 83331 | |
| 90214J101 | 90214J101 | 2U INC | COM | 819614 | 130720 | |
| 25434V781 | 25434V781 | DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 10957684 | 493367 | |
| 25434V815 | 25434V815 | DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 4296444 | 173454 | |
| 20459V105 | 20459V105 | COMPOSECURE INC | COM CL A | 193503 | 39410 |