Equius Partners, Inc.

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CIK 1911084

13F portfolio (2022-Q4)

$324M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2022-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2022-Q4)

Holdings

Top 5

94.4%

Top 10

98.2%

Effective N

4.4

HHI

0.228

This quarter

10 new · 0 exit →

By sector

Unclassified99.7%

Information Technology0.1%

Industrials0.1%

Health Care0.1%

Consumer Discretionary0.1%

Financials0.1%

By market cap

Unknown99.7%

Mega (>$200B)0.1%

Large ($10–200B)0.1%

Mid ($2–10B)0.1%

Micro (<$300M)0.0%

By region

Other99.7%

North America0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	99.66%	22
Technology Hardware & Equipment	0.08%	1
Machinery	0.07%	1
Pharmaceuticals & Biotechnology	0.07%	2
Hotels, Restaurants & Leisure	0.06%	1
Banks	0.06%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFUV	DIMENSIONAL ETF TRUST	Unclassified	30.70%
2	DFAT	DIMENSIONAL ETF TRUST	Unclassified	28.14%
3	DFIV	DIMENSIONAL ETF TRUST	Unclassified	18.32%
4	DFUS	DIMENSIONAL ETF TRUST	Unclassified	13.82%
5	DISV	DIMENSIONAL ETF TRUST	Unclassified	3.38%
6	DFSV	DIMENSIONAL ETF TRUST	Unclassified	1.33%
7	DFAS	DIMENSIONAL ETF TRUST	Unclassified	0.96%
8	VOO	VANGUARD INDEX FDS	Unclassified	0.53%
9	VEU	VANGUARD INTL EQUITY INDEX F	Unclassified	0.53%
10	DFLV	DIMENSIONAL ETF TRUST	Unclassified	0.51%

6/28 names classified · sector 0.3% of weight · industry 0.3% · mkt cap 0.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 5 quarters

Information TechnologyAAPL, ZETA, ADSK

FinancialsGPGI, SCHW

Consumer DiscretionaryMCD, HD

Communication Services

Industrials

Materials

Health CareAMGN, APTOF

UnclassifiedDFAT, DFIV, DFUV, DFUS, DISV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 0.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2022-Q4), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 0% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (5 classified)Equius Partners, Inc. centroid (Large Core)

Information TechnologyIndustrialsConsumer DiscretionaryHealth CareFinancials

Style box summary for Equius Partners, Inc.: centroid Large Core. Heaviest cells: Large Value 0.1%, Large Growth 0.1%, Large Core 0.1%.

Classified: 0.3% of book weight (5/27 names) · unclassified 99.7%: DFUV, DFAT, DFIV, DFUS, DISV, DFSV, DFAS, VOO, VEU, DFLV +12 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 28 positions (2022-Q4) · largest first · Δ vs 2022-Q3

#	Security	Shares	Value	Weight	Δ QoQ
1	DFUVDIMENSIONAL ETF TRUST	2,969,692	$99M	30.7%	HOLD
2	DFATDIMENSIONAL ETF TRUST	2,073,628	$91M	28.1%	TRIM −3%
3	DFIVDIMENSIONAL ETF TRUST	1,952,148	$59M	18.3%	TRIM −6%
4	DFUSDIMENSIONAL ETF TRUST	1,075,424	$45M	13.8%	HOLD
5	DISVDIMENSIONAL ETF TRUST	493,367	$11M	3.4%	ADD 310%
6	DFSVDIMENSIONAL ETF TRUST	173,454	$4M	1.3%	ADD 97%
7	DFASDIMENSIONAL ETF TRUST	60,750	$3M	1.0%	HOLD
8	VOOVANGUARD INDEX FDS	4,900	$2M	0.5%	NEW
9	VEUVANGUARD INTL EQUITY INDEX F	34,072	$2M	0.5%	NEW
10	DFLVDIMENSIONAL ETF TRUST	67,090	$2M	0.5%	NEW
11	2U INC	130,720	$819,614	0.3%	HOLD
12	VBVANGUARD INDEX FDS	4,323	$793,443	0.2%	NEW
13	VOVANGUARD INDEX FDS	3,886	$792,006	0.2%	NEW
14	DUHPDIMENSIONAL ETF TRUST	30,850	$740,718	0.2%	ADD 38%
15	AVSFAMERICAN CENTY ETF TR	6,701	$307,422	0.1%	HOLD
16	SPYGSPDR SERIES TRUST STATE STREET SPD	5,340	$270,578	0.1%	HOLD
17	IGVISHARES TR	1,029	$263,270	0.1%	NEW
18	AAPLAPPLE INC	1,954	$253,883	0.1%	TRIM −10%
19	XMMOINVESCO EXCHANGE TRADED FD T	3,085	$232,301	0.1%	HOLD
20	DEDEERE & CO	539	$231,102	0.1%	NEW
21	DIHPDIMENSIONAL ETF TRUST	9,735	$214,657	0.1%	NEW
22	MCDMCDONALDS CORP	794	$209,243	0.1%	NEW
23	AMGNAMGEN INC	787	$206,698	0.1%	NEW
24	GPGIGPGI INC	39,410	$193,503	0.1%	HOLD
25	PTYPIMCO CORPORATE & INCOME OPP	12,624	$151,618	0.0%	ADD 3%
26	BRIGHT HEALTH GROUP INC	83,331	$54,157	0.0%	HOLD
27	KBNTKUBIENT INC COM USD0.00001	48,125	$30,776	0.0%	HOLD
28	APTOFAPTOSE BIOSCIENCES INC COM	25,000	$14,500	0.0%	HOLD

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Firm lineageForm ADV + cited

Where this firm's principals came from and which firms its alumni went on to found.

family tree & personnel →

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1

Similar managers — filers whose largest reported GICS sector is the same as this book's (Information Technology), ranked by closeness of reported 13F portfolio value (|log AUM ratio|), self excluded. Two things it is NOT: a style/strategy match, and a performance ranking. Sector weights come from the filed long book only, so a filer whose real business is elsewhere (shorts, private, non-13F assets) can still surface.
Also hold DFUV — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it. % of shares outstanding is not shown for DFUV: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Filers outside the free plan's window are shown locked rather than hidden, so the list is never silently short.

☆Equius Partners, Inc.