0001994461-24-000005.txt : 20240502 0001994461-24-000005.hdr.sgml : 20240502 20240502135126 ACCESSION NUMBER: 0001994461-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 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: 24907083 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 03-31-2024 03-31-2024 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 05-02-2024 0 75 222665 false INFORMATION TABLE 2 EFN.13F.2024Q1.xml AMAZON COM INC COM 023135106 320 1771 SH SOLE 0 0 0 1771 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 4829 114207 SH SOLE 0 0 0 114207 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2735 47188 SH SOLE 0 0 0 47188 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 2422 36771 SH SOLE 0 0 0 36771 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4556 48621 SH SOLE 0 0 0 48621 APPLE INC COM 037833100 547 3191 SH SOLE 0 0 0 3191 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 674 26382 SH SOLE 0 0 0 26382 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 9041 354694 SH SOLE 0 0 0 354694 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 8528 313637 SH SOLE 0 0 0 313637 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 17580 584068 SH SOLE 0 0 0 584068 GOLDMAN SACHS ETF TR JUST US LRG CP 381430396 355 4729 SH SOLE 0 0 0 4729 HEALTHPEAK PROPERTIES INC COM 42250P103 1320 70422 SH SOLE 0 0 0 70422 IMPACT SHS TR I NAACP MINO ETF 45259A209 283 7388 SH SOLE 0 0 0 7388 INVESCO QQQ TR UNIT SER 1 46090E103 725 1634 SH SOLE 0 0 0 1634 ISHARES INC FRONTIER AND SEL 464286145 5150 179758 SH SOLE 0 0 0 179758 ISHARES TR CORE S&P500 ETF 464287200 6921 13164 SH SOLE 0 0 0 13164 ISHARES TR RUS MID CAP ETF 464287499 250 2975 SH SOLE 0 0 0 2975 ISHARES TR SHRT NAT MUN ETF 464288158 956 9129 SH SOLE 0 0 0 9129 ISHARES TR NATIONAL MUN ETF 464288414 7648 71081 SH SOLE 0 0 0 71081 ISHARES TR ISHS 5-10YR INVT 464288638 599 11604 SH SOLE 0 0 0 11604 ISHARES TR ISHS 1-5YR INVS 464288646 1628 31743 SH SOLE 0 0 0 31743 ISHARES TR 0-5 YR TIPS ETF 46429B747 4529 45549 SH SOLE 0 0 0 45549 ISHARES INC CORE MSCI EMKT 46434G103 429 8313 SH SOLE 0 0 0 8313 ISHARES INC ESG AWR MSCI EM 46434G863 469 14557 SH SOLE 0 0 0 14557 ISHARES TR ESG AW MSCI EAFE 46435G516 914 11443 SH SOLE 0 0 0 11443 ISHARES TR ESG EAFE ETF 46436E759 1730 25393 SH SOLE 0 0 0 25393 ISHARES TR ESG MSCI USA ETF 46436E767 1462 32375 SH SOLE 0 0 0 32375 ELI LILLY & CO COM 532457108 512 658 SH SOLE 0 0 0 658 LOWES COS INC COM 548661107 1322 5189 SH SOLE 0 0 0 5189 MARATHON PETE CORP COM 56585A102 267 1325 SH SOLE 0 0 0 1325 MICROSOFT CORP COM 594918104 424 1007 SH SOLE 0 0 0 1007 NVIDIA CORPORATION COM 67066G104 362 401 SH SOLE 0 0 0 401 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 1527 20014 SH SOLE 0 0 0 20014 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1536 39516 SH SOLE 0 0 0 39516 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 760 18279 SH SOLE 0 0 0 18279 PEPSICO INC COM 713448108 202 1152 SH SOLE 0 0 0 1152 PIMCO ETF TR INTER MUN BD ACT 72201R866 7512 143164 SH SOLE 0 0 0 143164 SPDR S&P 500 ETF TR TR UNIT 78462F103 1640 3136 SH SOLE 0 0 0 3136 SPDR GOLD TR GOLD SHS 78463V107 2983 14500 SH SOLE 0 0 0 14500 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2763 77101 SH SOLE 0 0 0 77101 SPDR SER TR S&P 600 SMCP VAL 78464A300 1496 18029 SH SOLE 0 0 0 18029 SPDR SER TR PORTFLI INTRMDIT 78464A672 6517 231266 SH SOLE 0 0 0 231266 SPDR SER TR PORTFOLI S&P1500 78464A805 2959 46130 SH SOLE 0 0 0 46130 SPDR SER TR NUVEEN BLMBRG SH 78468R739 530 11167 SH SOLE 0 0 0 11167 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6801 111398 SH SOLE 0 0 0 111398 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 246 3237 SH SOLE 0 0 0 3237 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 246 4986 SH SOLE 0 0 0 4986 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 282 3495 SH SOLE 0 0 0 3495 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1268 32496 SH SOLE 0 0 0 32496 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 404 8784 SH SOLE 0 0 0 8784 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 736 14999 SH SOLE 0 0 0 14999 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 265 1270 SH SOLE 0 0 0 1270 VANGUARD STAR FDS VG TL INTL STK F 921909768 6814 113000 SH SOLE 0 0 0 113000 VANGUARD WORLD FD MEGA CAP INDEX 921910873 5911 31633 SH SOLE 0 0 0 31633 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 20236 403357 SH SOLE 0 0 0 403357 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 505 10061 SH SOLE 0 0 0 10061 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 289 2391 SH SOLE 0 0 0 2391 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1171 23806 SH SOLE 0 0 0 23806 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 434 8814 SH SOLE 0 0 0 8814 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1303 11150 SH SOLE 0 0 0 11150 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2290 54813 SH SOLE 0 0 0 54813 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 270 6459 SH SOLE 0 0 0 6459 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5020 64934 SH SOLE 0 0 0 64934 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 303 3917 SH SOLE 0 0 0 3917 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 257 4388 SH SOLE 0 0 0 4388 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 9468 117601 SH SOLE 0 0 0 117601 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 302 3754 SH SOLE 0 0 0 3754 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3262 64468 SH SOLE 0 0 0 64468 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 591 1230 SH SOLE 0 0 0 1230 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 384 4439 SH SOLE 0 0 0 4439 VANGUARD INDEX FDS MID CAP ETF 922908629 401 1603 SH SOLE 0 0 0 1603 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1094 4563 SH SOLE 0 0 0 4563 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 6748 38500 SH SOLE 0 0 0 38500 VANGUARD INDEX FDS SMALL CP ETF 922908751 404 1767 SH SOLE 0 0 0 1767 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25048 96375 SH SOLE 0 0 0 96375