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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001911084

Equius Partners, Inc.

NOVATO, CA · File #028-22208

Latest AUM
$323.9M
Positions
28
Top-10 Concentration
98.2%
Filings
1

Sector Allocation

Technology
0.1%$253,883
Industrials
0.1%$231,102
Financials
0.1%$232,301
Healthcare
0.1%$206,698

Filing History

View all filings →

Top 20 Holdings — Mar 2023

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7242,969,692$99.4M30.70%
2DIMENSIONAL ETF TRUST25434V6092,073,628$91.1M28.14%
3DIMENSIONAL ETF TRUST25434V8071,952,148$59.3M18.32%
4DIMENSIONAL ETF TRUST25434V4011,075,424$44.7M13.82%
5DIMENSIONAL ETF TRUST25434V781493,367$11.0M3.38%
6DIMENSIONAL ETF TRUST25434V815173,454$4.3M1.33%
7DIMENSIONAL ETF TRUST25434V50060,750$3.1M0.96%
8VANGUARD INDEX FDS9229083634,900$1.7M0.53%
9VANGUARD INTL EQUITY INDEX F92204277534,072$1.7M0.53%
10DIMENSIONAL ETF TRUST25434V66667,090$1.6M0.51%
112U INC90214J101130,720$819,6140.25%
12VANGUARD INDEX FDS9229087514,323$793,4430.24%
13VANGUARD INDEX FDS9229086293,886$792,0060.24%
14DIMENSIONAL ETF TRUST25434V83130,850$740,7180.23%
15AMERICAN CENTY ETF TR0250726876,701$307,4220.09%
16SPDR SER TR78464A4095,340$270,5780.08%
17ISHARES TR4642875151,029$263,2700.08%
18APPLE INCAAPL1,954$253,8830.08%
19INVESCO EXCHANGE TRADED FD TIVZ3,085$232,3010.07%
20DEERE & CODE539$231,1020.07%