0001941040-23-000033.txt : 20230127
0001941040-23-000033.hdr.sgml : 20230127
20230127133817
ACCESSION NUMBER: 0001941040-23-000033
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230127
DATE AS OF CHANGE: 20230127
EFFECTIVENESS DATE: 20230127
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Equius Partners, Inc.
CENTRAL INDEX KEY: 0001911084
IRS NUMBER: 942927404
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22208
FILM NUMBER: 23561564
BUSINESS ADDRESS:
STREET 1: 3 HAMILTON LANDING, SUITE 260
CITY: NOVATO
STATE: CA
ZIP: 94949
BUSINESS PHONE: 5106846384
MAIL ADDRESS:
STREET 1: 3 HAMILTON LANDING, SUITE 260
CITY: NOVATO
STATE: CA
ZIP: 94949
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001911084
XXXXXXXX
12-31-2022
12-31-2022
false
Equius Partners, Inc.
3 HAMILTON LANDING, SUITE 260
NOVATO
CA
94949
13F HOLDINGS REPORT
028-22208
000110450
801-20786
N
Michael Bolgatz
General Counsel
415-382-2500
Michael Bolgatz
NOVATO
CA
01-27-2023
0
28
323871532
INFORMATION TABLE
2
infotable.xml
2U INC
COM
90214J101
819614
130720
SH
SOLE
0
0
130720
AMERICAN CENTY ETF TR
AVANTIS SHFXDINC
025072687
307422
6701
SH
SOLE
0
0
6701
AMGEN INC
COM
031162100
206698
787
SH
SOLE
0
0
787
APPLE INC
COM
037833100
253883
1954
SH
SOLE
0
0
1954
APTOSE BIOSCIENCES INC
COM NEW
03835T200
14500
25000
SH
SOLE
0
0
25000
BRIGHT HEALTH GROUP INC
COM
10920V107
54157
83331
SH
SOLE
0
0
83331
COMPOSECURE INC
COM CL A
20459V105
193503
39410
SH
SOLE
0
0
39410
DEERE & CO
COM
244199105
231102
539
SH
SOLE
0
0
539
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
59345286
1952148
SH
SOLE
0
0
1952148
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
91135934
2073628
SH
SOLE
0
0
2073628
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
25434V781
10957684
493367
SH
SOLE
0
0
493367
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
3107357
60750
SH
SOLE
0
0
60750
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
25434V765
214657
9735
SH
SOLE
0
0
9735
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
740718
30850
SH
SOLE
0
0
30850
DIMENSIONAL ETF TRUST
US LARGE CAP VAL
25434V666
1645718
67090
SH
SOLE
0
0
67090
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
99425289
2969692
SH
SOLE
0
0
2969692
DIMENSIONAL ETF TRUST
US SMALL CAP VAL
25434V815
4296444
173454
SH
SOLE
0
0
173454
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
44748395
1075424
SH
SOLE
0
0
1075424
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
46137V464
232301
3085
SH
SOLE
0
0
3085
ISHARES TR
EXPANDED TECH
464287515
263270
1029
SH
SOLE
0
0
1029
KUBIENT INC
COM
50116V107
30776
48125
SH
SOLE
0
0
48125
MCDONALDS CORP
COM
580135101
209243
794
SH
SOLE
0
0
794
PIMCO CORPORATE & INCOME OPP
COM
72201B101
151618
12624
SH
SOLE
0
0
12624
SPDR SER TR
PRTFLO S&P500 GW
78464A409
270578
5340
SH
SOLE
0
0
5340
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1721566
4900
SH
SOLE
0
0
4900
VANGUARD INDEX FDS
SMALL CP ETF
922908751
793443
4323
SH
SOLE
0
0
4323
VANGUARD INDEX FDS
MID CAP ETF
922908629
792006
3886
SH
SOLE
0
0
3886
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1708370
34072
SH
SOLE
0
0
34072