EQ WEALTH ADVISORS, LLC
CIK 2047572 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- BRK.B11.40%
- CGMS10.07%
- EDV7.84%
- SCHP7.60%
- CGGR5.58%
- DFSV5.28%
- PYLD4.93%
- DFIV3.79%
- IAU3.51%
- DISV3.32%
Share classes counted separately63.32%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $11.86M | 11.40% | 26.16K shares | Prior unavailable — | — | ↗▾ |
| 02 | CGMSCAP GROUP US MULTI-SECT BONDETF View history and evidence | $10.48M | 10.07% | 384.06K shares | Prior unavailable — | — | ↗▾ |
| 03 | EDVVANGUARD EXTENDED DUR TREASETF View history and evidence | $8.16M | 7.84% | 120.43K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHPSCHWAB U.S. TIPS ETFETF View history and evidence | $7.90M | 7.60% | 305.92K shares | Prior unavailable — | — | ↗▾ |
| 05 | CGGRCAP GROUP GROWTH EQUITYETF View history and evidence | $5.80M | 5.58% | 156.07K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFSVDIMENSIONAL US SMALL CAP VALETF View history and evidence | $5.49M | 5.28% | 178.37K shares | Prior unavailable — | — | ↗▾ |
| 07 | PYLDPIMCO MULTISECTOR BOND ACTVETF View history and evidence | $5.13M | 4.93% | 197.82K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFIVDIMENSIONAL INTERNATIONAL VAETF View history and evidence | $3.94M | 3.79% | 111.03K shares | Prior unavailable — | — | ↗▾ |
| 09 | IAUISHARES GOLD TRUSTETF View history and evidence | $3.65M | 3.51% | 73.81K shares | Prior unavailable — | — | ↗▾ |
| 10 | DISVDIMENSIONAL INTERNATIONAL SMETF View history and evidence | $3.46M | 3.32% | 130.07K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2047572 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 24, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 104037655
}Research all 50 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.