0001994461-24-000003.txt : 20240212 0001994461-24-000003.hdr.sgml : 20240212 20240212122102 ACCESSION NUMBER: 0001994461-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Equita Financial Network, Inc. CENTRAL INDEX KEY: 0001994461 ORGANIZATION NAME: IRS NUMBER: 474361660 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23412 FILM NUMBER: 24618531 BUSINESS ADDRESS: STREET 1: 500 OFFICE CENTER DRIVE STREET 2: SUITE 400 CITY: FORT WASHINGTON STATE: PA ZIP: 19034 BUSINESS PHONE: 858-751-9074 MAIL ADDRESS: STREET 1: 500 OFFICE CENTER DRIVE STREET 2: SUITE 400 CITY: FORT WASHINGTON STATE: PA ZIP: 19034 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001994461 XXXXXXXX 12-31-2023 12-31-2023 Equita Financial Network, Inc.

500 OFFICE CENTER DRIVE SUITE 400 FORT WASHINGTON PA 19034

13F HOLDINGS REPORT 028-23412 000277031 801-120628 N Jim Cullen 401-466-6010 Jim Cullen East Providence RI 02-12-2024 0 70 187641 false INFORMATION TABLE 2 EFN.13F.2023Q4.xml AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5720 101438 SH SOLE 0 0 0 101438 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 5363 85829 SH SOLE 0 0 0 85829 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 3817 88126 SH SOLE 0 0 0 88126 AMERICAN CENTY ETF TR US SML CP VALU 025072877 10600 118035 SH SOLE 0 0 0 118035 APPLE INC COM 037833100 479 2488 SH SOLE 0 0 0 2488 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 3852 154315 SH SOLE 0 0 0 154315 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 3412 132315 SH SOLE 0 0 0 132315 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 8054 276582 SH SOLE 0 0 0 276582 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 685 26382 SH SOLE 0 0 0 26382 ELI LILLY & CO COM 532457108 362 621 SH SOLE 0 0 0 621 GOLDMAN SACHS ETF TR JUST US LRG CP 381430396 489 7195 SH SOLE 0 0 0 7195 IMPACT SHS TR I NAACP MINO ETF 45259A209 366 10780 SH SOLE 0 0 0 10780 INVESCO QQQ TR UNIT SER 1 46090E103 613 1497 SH SOLE 0 0 0 1497 ISHARES INC FRONTIER AND SEL 464286145 4035 153409 SH SOLE 0 0 0 153409 ISHARES INC ESG AWR MSCI EM 46434G863 258 8053 SH SOLE 0 0 0 8053 ISHARES INC CORE MSCI EMKT 46434G103 398 7862 SH SOLE 0 0 0 7862 ISHARES TR 0-5 YR TIPS ETF 46429B747 3770 38242 SH SOLE 0 0 0 38242 ISHARES TR ISHS 1-5YR INVS 464288646 1663 32432 SH SOLE 0 0 0 32432 ISHARES TR GLOBAL REIT ETF 46434V647 214 8837 SH SOLE 0 0 0 8837 ISHARES TR ESG MSCI USA ETF 46436E767 1101 27649 SH SOLE 0 0 0 27649 ISHARES TR ESG EAFE ETF 46436E759 1154 18068 SH SOLE 0 0 0 18068 ISHARES TR NATIONAL MUN ETF 464288414 6758 62336 SH SOLE 0 0 0 62336 ISHARES TR SHRT NAT MUN ETF 464288158 1969 18678 SH SOLE 0 0 0 18678 ISHARES TR ISHS 5-10YR INVT 464288638 603 11604 SH SOLE 0 0 0 11604 ISHARES TR ESG AW MSCI EAFE 46435G516 969 12833 SH SOLE 0 0 0 12833 ISHARES TR RUS MID CAP ETF 464287499 360 4631 SH SOLE 0 0 0 4631 ISHARES TR CORE S&P500 ETF 464287200 6093 12757 SH SOLE 0 0 0 12757 LOWES COS INC COM 548661107 1149 5161 SH SOLE 0 0 0 5161 MICROSOFT CORP COM 594918104 251 666 SH SOLE 0 0 0 666 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1241 34545 SH SOLE 0 0 0 34545 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 804 11580 SH SOLE 0 0 0 11580 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 428 10947 SH SOLE 0 0 0 10947 PHYSICIANS RLTY TR COM 71943U104 1314 98700 SH SOLE 0 0 0 98700 PIMCO ETF TR INTER MUN BD ACT 72201R866 4907 92938 SH SOLE 0 0 0 92938 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 936 25319 SH SOLE 0 0 0 25319 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 1337 26893 SH SOLE 0 0 0 26893 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 409 8781 SH SOLE 0 0 0 8781 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9020 162017 SH SOLE 0 0 0 162017 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 244 1270 SH SOLE 0 0 0 1270 SPDR GOLD TR GOLD SHS 78463V107 2788 14583 SH SOLE 0 0 0 14583 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2597 76365 SH SOLE 0 0 0 76365 SPDR S&P 500 ETF TR TR UNIT 78462F103 1491 3136 SH SOLE 0 0 0 3136 SPDR SER TR PORTFOLI S&P1500 78464A805 9083 155392 SH SOLE 0 0 0 155392 SPDR SER TR PORTFLI INTRMDIT 78464A672 4877 170757 SH SOLE 0 0 0 170757 SPDR SER TR S&P 600 SMCP VAL 78464A300 2056 24681 SH SOLE 0 0 0 24681 SPDR SER TR NUVEEN BLMBRG SH 78468R739 534 11167 SH SOLE 0 0 0 11167 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1164 23581 SH SOLE 0 0 0 23581 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 245 4954 SH SOLE 0 0 0 4954 VANGUARD INDEX FDS TOTAL STK MKT 922908769 13149 55431 SH SOLE 0 0 0 55431 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 313 3544 SH SOLE 0 0 0 3544 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 102 1152 SH SOLE 0 0 0 1152 VANGUARD INDEX FDS SMALL CP ETF 922908751 0 1 SH SOLE 0 0 0 1 VANGUARD INDEX FDS SMALL CP ETF 922908751 208 975 SH SOLE 0 0 0 975 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 223 511 SH SOLE 0 0 0 511 VANGUARD INDEX FDS LARGE CAP ETF 922908637 662 3036 SH SOLE 0 0 0 3036 VANGUARD INDEX FDS MID CAP ETF 922908629 205 880 SH SOLE 0 0 0 880 VANGUARD INDEX FDS MID CAP ETF 922908629 24 104 SH SOLE 0 0 0 104 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 6001 36500 SH SOLE 0 0 0 36500 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1350 11735 SH SOLE 0 0 0 11735 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2248 54704 SH SOLE 0 0 0 54704 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 148 3607 SH SOLE 0 0 0 3607 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5805 71417 SH SOLE 0 0 0 71417 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 173 2130 SH SOLE 0 0 0 2130 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6714 86775 SH SOLE 0 0 0 86775 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 171 2204 SH SOLE 0 0 0 2204 VANGUARD STAR FDS VG TL INTL STK F 921909768 6549 113000 SH SOLE 0 0 0 113000 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 17646 368383 SH SOLE 0 0 0 368383 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 296 6178 SH SOLE 0 0 0 6178 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 267 2391 SH SOLE 0 0 0 2391 VANGUARD WORLD FD MEGA CAP INDEX 921910873 5355 31633 SH SOLE 0 0 0 31633