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 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