Filer Name: EQ WEALTH ADVISORS, LLC
CIK: 2047572
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 50
Portfolio Value: $0.10B

Eq Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 26,159 $12M 11.40% - -
CGMS US CAP GROUP US MULTI-SECT BOND 384,059 $10M 10.07% - -
EDV US VANGUARD EXTENDED DUR TREAS 120,427 $8M 7.84% - -
SCHP US SCHWAB U.S. TIPS ETF 305,919 $8M 7.60% - -
CGGR US CAP GROUP GROWTH EQUITY 156,071 $6M 5.58% - -
DFSV US DIMENSIONAL US SMALL CAP VAL 178,369 $5M 5.28% - -
PYLD US PIMCO MULTISECTOR BOND ACTV 197,818 $5M 4.93% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 111,032 $4M 3.79% - -
IAU US ISHARES GOLD TRUST 73,808 $4M 3.51% - -
DISV US DIMENSIONAL INTERNATIONAL SM 130,069 $3M 3.32% - -
DFLV US DIM US LARGE CAP VALUE ETF 108,914 $3M 3.14% - -
VIGI US VANGUARD INT DIV APP INDX FD 37,989 $3M 2.92% - -
CGSD US CAP GROUP SHORT DURATION 107,780 $3M 2.66% - -
VIG US VANGUARD DIVIDEND APPREC ETF 13,820 $3M 2.60% - -
CGMU US CAP GROUP MUNICIPAL INCOME 94,762 $3M 2.45% - -
PRFZ US INVESCO FTSE RAFI US 1500 SM 47,855 $2M 1.91% - -
FNDE US SCHWAB FNDMNTL EM MRK EQ ETF 65,720 $2M 1.84% - -
FNDA US SCHWAB FNDMNTL US SM CO ETF 64,159 $2M 1.83% - -
MSFT US MICROSOFT CORP 4,325 $2M 1.75% - -
CGGO US CAP GROUP GLOBAL GROWTH 59,216 $2M 1.66% - -
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