COLLECTIVE FAMILY OFFICE LLC - Q3 2023 holdings

$257 Million is the total value of COLLECTIVE FAMILY OFFICE LLC's 166 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 15.9% .

 Value Shares↓ Weighting
SellDIMENSIONAL ETF TRUSTnatl mun bd etf$10,100,580
-8.9%
217,357
-6.6%
3.94%
-9.2%
BSJO BuyINVESCO EXCH TRD SLF IDX FD$9,538,687
+4.0%
424,245
+4.0%
3.72%
+3.7%
VTV BuyVANGUARD INDEX FDSvalue etf$8,254,145
-1.1%
59,843
+1.9%
3.22%
-1.4%
EMLC SellVANECK ETF TRUSTjp mrgan em loc$7,069,220
-11.4%
296,155
-5.2%
2.76%
-11.7%
DFAE BuyDIMENSIONAL ETF TRUSTemgr cre eqt mng$7,037,619
-1.9%
311,813
+1.9%
2.74%
-2.2%
FNDA SellSCHWAB STRATEGIC TRschwab fdt us sc$6,970,971
-7.0%
143,761
-3.3%
2.72%
-7.3%
JMST BuyJ P MORGAN EXCHANGE TRADED Fultra sht muncpl$6,878,605
+18.1%
136,345
+18.6%
2.68%
+17.8%
PFFD BuyGLOBAL X FDSus pfd etf$6,829,761
-1.0%
363,092
+2.0%
2.66%
-1.3%
VBR SellVANGUARD INDEX FDSsm cp val etf$6,760,778
-4.6%
42,390
-1.1%
2.64%
-4.9%
AVUV BuyAMERICAN CENTY ETF TRus sml cp valu$6,701,524
+5.8%
85,972
+5.3%
2.61%
+5.5%
FNDF BuySCHWAB STRATEGIC TRschwb fdt int lg$6,488,725
-0.5%
204,886
+1.4%
2.53%
-0.8%
PFF BuyISHARES TRpfd and incm sec$6,359,962
+2.6%
210,944
+5.3%
2.48%
+2.3%
SPY BuySPDR S&P 500 ETF TRtr unit$6,112,109
+2.9%
14,298
+6.7%
2.38%
+2.6%
FNDC BuySCHWAB STRATEGIC TRschwb fdt int sc$6,045,888
+7.9%
188,111
+11.4%
2.36%
+7.6%
AVDV BuyAMERICAN CENTY ETF TRintl smcp vlu$5,703,721
+13.4%
98,595
+12.8%
2.22%
+13.0%
JMUB BuyJ P MORGAN EXCHANGE TRADED Fmunicipal etf$4,981,578
+648.8%
102,989
+677.6%
1.94%
+646.5%
VOO SellVANGUARD INDEX FDS$4,857,414
-6.2%
12,369
-2.7%
1.89%
-6.5%
FNDX SellSCHWAB STRATEGIC TRschwab fdt us lg$4,127,116
-6.0%
73,738
-3.3%
1.61%
-6.3%
VIGI BuyVANGUARD WHITEHALL FDSintl dvd etf$3,909,176
+2.1%
54,804
+7.5%
1.52%
+1.7%
BuyAMERICAN CENTY ETF TRus large cap vlu$3,771,309
+8.1%
71,589
+9.5%
1.47%
+7.8%
BuyDIMENSIONAL ETF TRUSTintl small cap v$3,743,804
+2.3%
157,435
+1.7%
1.46%
+2.0%
EFV BuyISHARES TReafe value etf$3,728,711
+7.3%
76,205
+7.3%
1.45%
+7.0%
SLYV SellSPDR SER TRs&p 600 smcp val$3,605,546
-12.3%
49,821
-6.4%
1.40%
-12.6%
BuyDIMENSIONAL ETF TRUSTintl small cap e$3,434,904
-2.1%
156,559
+1.8%
1.34%
-2.4%
BSJP BuyINVESCO EXCH TRD SLF IDX FD$3,277,382
+3.5%
145,791
+3.9%
1.28%
+3.2%
SCHD SellSCHWAB STRATEGIC TRus dividend eq$2,805,846
-13.9%
39,653
-11.6%
1.09%
-14.2%
AVEM BuyAMERICAN CENTY ETF TRavantis emgmkt$2,758,066
+30.1%
52,246
+32.6%
1.08%
+29.7%
AAPL SellAPPLE INC$2,750,840
-12.3%
16,067
-0.7%
1.07%
-12.6%
BuyDIMENSIONAL ETF TRUST$2,745,523
+7.5%
68,009
+11.1%
1.07%
+7.1%
SCHM BuySCHWAB STRATEGIC TRus mid-cap etf$2,578,930
+14.4%
38,105
+20.0%
1.00%
+14.1%
FNDE SellSCHWAB STRATEGIC TRschwb fdt emk lg$2,532,092
-4.9%
96,571
-2.9%
0.99%
-5.2%
TPL SellTEXAS PACIFIC LAND CORPORATI$2,493,312
+36.5%
1,367
-1.4%
0.97%
+36.1%
VOE SellVANGUARD INDEX FDSmcap vl idxvip$2,318,647
-6.0%
17,705
-0.7%
0.90%
-6.3%
MSFT BuyMICROSOFT CORP$2,281,294
+0.7%
7,225
+8.6%
0.89%
+0.3%
REET BuyISHARES TRglobal reit etf$2,215,843
+4.8%
104,669
+13.7%
0.86%
+4.6%
 AMERICAN CENTY ETF TRinternational lr$2,192,891
-1.0%
45,5500.0%0.86%
-1.3%
VYMI SellVANGUARD WHITEHALL FDSintl high etf$2,064,589
-4.5%
33,359
-2.5%
0.80%
-4.7%
IXUS  ISHARES TRcore msci total$2,023,163
-4.2%
33,7250.0%0.79%
-4.6%
VEA BuyVANGUARD TAX-MANAGED FDSvan ftse dev mkt$1,933,342
+10.3%
44,221
+16.5%
0.75%
+9.9%
DFAS BuyDIMENSIONAL ETF TRUSTus small cap etf$1,884,076
+8.2%
35,894
+12.9%
0.73%
+7.8%
GOOGL BuyALPHABET INCcap stk cl a$1,772,760
+11.7%
13,547
+2.2%
0.69%
+11.5%
IUSV BuyISHARES TRcore s&p us vlu$1,765,808
+121.5%
23,664
+132.3%
0.69%
+120.5%
SellAMERICAN CENTY ETF TRreal estate etf$1,708,045
-13.9%
45,463
-6.2%
0.67%
-14.1%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$1,704,766
+0.1%
41,158
+5.9%
0.66%
-0.3%
VIG SellVANGUARD SPECIALIZED FUNDSdiv app etf$1,616,933
-5.2%
10,406
-0.9%
0.63%
-5.5%
VYM SellVANGUARD WHITEHALL FDShigh div yld$1,609,699
-7.2%
15,580
-4.7%
0.63%
-7.5%
VB BuyVANGUARD INDEX FDSsmall cp etf$1,522,581
-4.8%
8,053
+0.1%
0.59%
-5.1%
VXUS SellVANGUARD STAR FDSvg tl intl stk f$1,520,771
-13.7%
28,415
-9.6%
0.59%
-13.9%
TLT NewISHARES TR20 yr tr bd etf$1,503,38416,951
+100.0%
0.59%
BuyDIMENSIONAL ETF TRUSTus large cap val$1,188,374
+4.8%
47,899
+7.3%
0.46%
+4.5%
LLY SellELI LILLY & CO$1,160,738
+7.8%
2,161
-5.9%
0.45%
+7.4%
IWM BuyISHARES TRrussell 2000 etf$1,157,634
+0.3%
6,550
+6.3%
0.45%0.0%
BuyDIMENSIONAL ETF TRUSTus small cap val$1,145,520
+33.6%
45,206
+35.5%
0.45%
+33.1%
AMZN BuyAMAZON COM INC$1,117,893
+2.4%
8,794
+5.0%
0.44%
+2.1%
EFG BuyISHARES TReafe grwth etf$1,118,017
-0.8%
12,955
+9.6%
0.44%
-1.1%
SCHK BuySCHWAB STRATEGIC TR1000 index etf$1,095,731
+4.6%
26,531
+8.4%
0.43%
+4.1%
VHT SellVANGUARD WORLD FDShealth car etf$1,079,109
-11.7%
4,590
-8.0%
0.42%
-11.9%
ABBV SellABBVIE INC$1,074,574
+0.8%
7,209
-8.9%
0.42%
+0.5%
MUB BuyISHARES TRnational mun etf$1,040,268
+118.1%
10,145
+127.0%
0.40%
+117.7%
CVX SellCHEVRON CORP NEW$1,032,432
+0.6%
6,123
-6.1%
0.40%
+0.2%
VGK SellVANGUARD INTL EQUITY INDEX Fftse europe etf$1,016,672
-21.8%
17,550
-16.7%
0.40%
-22.0%
VUG BuyVANGUARD INDEX FDSgrowth etf$1,004,279
+14.0%
3,688
+18.5%
0.39%
+13.7%
IUSG SellISHARES TRcore s&p us gwt$920,325
-10.3%
9,705
-7.6%
0.36%
-10.5%
DFAC SellDIMENSIONAL ETF TRUSTus core equity 2$846,077
-4.3%
32,293
-0.8%
0.33%
-4.6%
BSMO NewINVESCO EXCH TRD SLF IDX FD$836,56433,945
+100.0%
0.33%
NVDA SellNVIDIA CORPORATION$818,216
-6.7%
1,881
-9.3%
0.32%
-7.0%
VGT BuyVANGUARD WORLD FDSinf tech etf$809,055
-0.9%
1,950
+5.6%
0.32%
-1.3%
HDV SellISHARES TRcore high dv etf$802,690
-40.3%
8,117
-39.2%
0.31%
-40.5%
IJH BuyISHARES TRcore s&p mcp etf$799,665
-3.1%
3,207
+1.6%
0.31%
-3.4%
UNH SellUNITEDHEALTH GROUP INC$779,478
+4.0%
1,546
-0.9%
0.30%
+3.8%
EMB SellISHARES TRjpmorgan usd emg$775,688
-27.4%
9,400
-23.9%
0.30%
-27.8%
VEU BuyVANGUARD INTL EQUITY INDEX Fallwrld ex us$768,454
+16.5%
14,815
+22.2%
0.30%
+15.9%
IDV SellISHARES TRintl sel div etf$739,369
-15.2%
29,109
-12.1%
0.29%
-15.5%
VSS BuyVANGUARD INTL EQUITY INDEX Fftse smcap etf$737,028
+0.1%
6,940
+4.1%
0.29%
-0.3%
IVV SellISHARES TRcore s&p500 etf$737,331
-7.7%
1,717
-4.2%
0.29%
-8.0%
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$724,7712,069
+100.0%
0.28%
SCHC BuySCHWAB STRATEGIC TRintl sceqt etf$716,531
+2.4%
22,218
+7.2%
0.28%
+1.8%
XLK BuySELECT SECTOR SPDR TRtechnology$694,407
+106.9%
4,236
+119.5%
0.27%
+106.9%
HD SellHOME DEPOT INC$691,381
-4.8%
2,288
-2.1%
0.27%
-5.3%
VIS SellVANGUARD WORLD FDSindustrial etf$687,110
-12.7%
3,524
-8.0%
0.27%
-13.0%
 DIMENSIONAL ETF TRUSTinternatnal val$678,463
-0.7%
20,7990.0%0.26%
-1.1%
MA BuyMASTERCARD INCORPORATEDcl a$673,839
+127.8%
1,702
+126.3%
0.26%
+126.7%
VO  VANGUARD INDEX FDSmid cap etf$613,475
-5.4%
2,9460.0%0.24%
-5.9%
MRK SellMERCK & CO INC$601,121
-18.6%
5,839
-8.8%
0.23%
-19.0%
LBAI  LAKELAND BANCORP INC$583,826
-5.8%
46,2620.0%0.23%
-5.8%
URI BuyUNITED RENTALS INC$583,276
+10.3%
1,312
+10.5%
0.23%
+9.7%
LDOS  LEIDOS HOLDINGS INC$582,728
+4.2%
6,3230.0%0.23%
+3.7%
VLO SellVALERO ENERGY CORP$575,909
+20.3%
4,064
-0.4%
0.22%
+19.8%
VOT BuyVANGUARD INDEX FDSmcap gr idxvip$561,522
+8.7%
2,883
+14.9%
0.22%
+8.4%
IXC SellISHARES TRglobal energ etf$560,600
-17.2%
13,587
-25.3%
0.22%
-17.7%
SCHF SellSCHWAB STRATEGIC TRintl eqty etf$560,272
-29.4%
16,498
-25.9%
0.22%
-29.7%
SCHV  SCHWAB STRATEGIC TRus lcap va etf$553,067
-3.9%
8,5800.0%0.22%
-4.0%
COST SellCOSTCO WHSL CORP NEW$548,011
-4.9%
970
-9.3%
0.21%
-4.9%
VPL SellVANGUARD INTL EQUITY INDEX Fftse pacific etf$547,145
-17.0%
8,181
-13.4%
0.21%
-17.4%
VWOB SellVANGUARD WHITEHALL FDSem mk gov bd etf$535,398
-16.3%
9,050
-11.9%
0.21%
-16.4%
BuyDIMENSIONAL ETF TRUSTshort duration f$531,005
+12.8%
11,449
+12.7%
0.21%
+12.5%
DFAI BuyDIMENSIONAL ETF TRUSTintl core eqt mk$528,701
-1.8%
20,249
+2.8%
0.21%
-1.9%
BuyDIMENSIONAL ETF TRUSTglobal real est$524,887
-1.3%
23,422
+7.4%
0.20%
-1.4%
VWO SellVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$520,317
-9.7%
13,270
-6.4%
0.20%
-9.8%
VOX BuyVANGUARD WORLD FDS$510,172
+23.0%
4,850
+24.4%
0.20%
+22.8%
JPM SellJPMORGAN CHASE & CO$509,310
-1.5%
3,512
-1.2%
0.20%
-2.0%
ETN SellEATON CORP PLC$490,971
+5.7%
2,302
-0.3%
0.19%
+4.9%
V SellVISA INC$482,791
-4.7%
2,099
-1.6%
0.19%
-5.1%
VTEB BuyVANGUARD MUN BD FDStax exempt bd$480,038
+124.9%
9,980
+134.8%
0.19%
+125.3%
USMV  ISHARES TRmsci usa min vol$478,504
-2.6%
6,6110.0%0.19%
-3.1%
YORW SellYORK WTR CO$477,910
-14.7%
12,748
-6.1%
0.19%
-15.1%
DE SellDEERE & CO$478,140
-8.1%
1,267
-1.3%
0.19%
-8.4%
VAW SellVANGUARD WORLD FDSmaterials etf$474,085
-13.0%
2,748
-8.3%
0.18%
-13.1%
 DIMENSIONAL ETF TRUSTus mktwide value$471,755
-1.4%
13,8670.0%0.18%
-1.6%
EFA BuyISHARES TRmsci eafe etf$424,685
-1.9%
6,162
+3.2%
0.17%
-1.8%
GOOG NewALPHABET INCcap stk cl c$419,4153,181
+100.0%
0.16%
PNC BuyPNC FINL SVCS GROUP INC$416,761
+62.4%
3,395
+66.6%
0.16%
+62.0%
VCR SellVANGUARD WORLD FDSconsum dis etf$413,483
-7.9%
1,535
-3.2%
0.16%
-8.0%
CSX SellCSX CORP$401,195
-16.5%
13,047
-7.4%
0.16%
-17.0%
BSJN SellINVESCO EXCH TRD SLF IDX FD$391,852
-51.5%
16,671
-51.5%
0.15%
-51.6%
PDCO BuyPATTERSON COS INC$391,159
-2.4%
13,197
+9.5%
0.15%
-3.2%
SCHG BuySCHWAB STRATEGIC TRus lcap gr etf$373,999
+33.3%
5,143
+37.4%
0.15%
+32.7%
QQQ BuyINVESCO QQQ TRunit ser 1$372,830
+5.1%
1,041
+8.3%
0.14%
+4.3%
JEPI NewJ P MORGAN EXCHANGE TRADED Fequity premium$361,2626,745
+100.0%
0.14%
JNJ SellJOHNSON & JOHNSON$361,005
-21.4%
2,318
-16.5%
0.14%
-21.7%
EBND SellSPDR SER TRbloomberg emergi$338,320
-19.0%
17,061
-13.6%
0.13%
-19.0%
APD SellAIR PRODS & CHEMS INC$330,161
-11.9%
1,165
-6.9%
0.13%
-11.6%
ABT SellABBOTT LABS$325,707
-15.7%
3,363
-5.1%
0.13%
-15.9%
QCOM BuyQUALCOMM INC$325,406
+21.4%
2,930
+30.2%
0.13%
+21.0%
VTI SellVANGUARD INDEX FDStotal stk mkt$318,614
-6.7%
1,500
-3.2%
0.12%
-6.8%
GILD SellGILEAD SCIENCES INC$316,696
-11.5%
4,226
-9.0%
0.12%
-12.1%
SCZ  ISHARES TReafe sml cp etf$309,399
-4.3%
5,4790.0%0.12%
-4.0%
PFE SellPFIZER INC$310,834
-31.0%
9,371
-23.7%
0.12%
-31.2%
PFXF SellVANECK ETF TRUSTpreferred securt$307,623
-24.3%
18,300
-20.4%
0.12%
-24.5%
IEFA SellISHARES TRcore msci eafe$305,663
-25.2%
4,750
-21.5%
0.12%
-25.6%
IVLU  ISHARES TRmsci intl vlu ft$306,298
-0.4%
12,0780.0%0.12%
-0.8%
PG SellPROCTER AND GAMBLE CO$302,660
-8.8%
2,075
-5.1%
0.12%
-9.2%
EEM  ISHARES TRmsci emg mkt etf$298,894
-4.1%
7,8760.0%0.12%
-4.9%
REGN BuyREGENERON PHARMACEUTICALS$292,151
+33.3%
355
+16.4%
0.11%
+32.6%
XOM SellEXXON MOBIL CORP$292,539
+8.6%
2,488
-0.9%
0.11%
+8.6%
RYT BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql tec$281,500
-4.3%
10,000
+900.0%
0.11%
-4.3%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$280,830
-6.7%
5,550
-3.5%
0.11%
-7.6%
MLM NewMARTIN MARIETTA MATLS INC$274,611669
+100.0%
0.11%
RJF  RAYMOND JAMES FINL INC$274,576
-3.2%
2,7340.0%0.11%
-3.6%
IJJ SellISHARES TRs&p mc 400vl etf$272,006
-8.5%
2,695
-2.9%
0.11%
-8.6%
HON SellHONEYWELL INTL INC$268,427
-15.4%
1,453
-5.0%
0.10%
-15.3%
WMT  WALMART INC$269,642
+1.7%
1,6860.0%0.10%
+1.0%
JPST SellJ P MORGAN EXCHANGE TRADED Fultra shrt inc$270,219
-8.2%
5,385
-8.3%
0.10%
-8.7%
PDBC SellINVESCO ACTVELY MNGD ETC FDoptimum yield$266,544
-47.7%
17,829
-52.4%
0.10%
-47.7%
TT SellTRANE TECHNOLOGIES PLC$263,580
+3.3%
1,299
-2.6%
0.10%
+3.0%
DFAT SellDIMENSIONAL ETF TRUSTus targeted vlu$258,514
-16.3%
5,658
-15.0%
0.10%
-16.5%
CRM SellSALESFORCE INC$254,286
-42.3%
1,254
-39.9%
0.10%
-42.4%
CG SellCARLYLE GROUP INC$251,836
-13.9%
8,350
-8.7%
0.10%
-14.0%
AIG  AMERICAN INTL GROUP INC$249,793
+5.3%
4,1220.0%0.10%
+4.3%
XT  ISHARES TRexponential tech$246,066
-6.1%
4,7130.0%0.10%
-5.9%
ADBE  ADOBE INC$237,104
+4.3%
4650.0%0.09%
+3.4%
SUB BuyISHARES TRshrt nat mun etf$234,624
+15.2%
2,281
+16.6%
0.09%
+13.8%
LMT SellLOCKHEED MARTIN CORP$234,334
-16.1%
573
-5.6%
0.09%
-16.5%
FB NewMETA PLATFORMS INCcl a$226,659755
+100.0%
0.09%
PEP SellPEPSICO INC$224,212
-15.1%
1,323
-7.2%
0.09%
-15.5%
XLY BuySELECT SECTOR SPDR TRsbi cons discr$223,923
-4.1%
1,391
+1.2%
0.09%
-4.4%
SDY  SPDR SER TRs&p divid etf$224,039
-6.2%
1,9480.0%0.09%
-6.5%
AMD BuyADVANCED MICRO DEVICES INC$217,567
-5.3%
2,116
+5.0%
0.08%
-5.6%
NewRIVIAN AUTOMOTIVE INC$207,5948,550
+100.0%
0.08%
IJR  ISHARES TRcore s&p scp etf$204,319
-5.3%
2,1660.0%0.08%
-4.8%
MTB BuyM & T BK CORP$205,355
+2.4%
1,624
+0.2%
0.08%
+2.6%
JSCP BuyJ P MORGAN EXCHANGE TRADED Fshort dura core$201,534
-0.8%
4,443
+0.1%
0.08%0.0%
TMUS SellT-MOBILE US INC$202,092
-1.2%
1,443
-2.0%
0.08%
-1.2%
SCHE SellSCHWAB STRATEGIC TRemrg mkteq etf$201,144
-9.3%
8,402
-6.7%
0.08%
-10.3%
MPW SellMEDICAL PPTYS TRUST INC$122,080
-61.6%
22,400
-34.8%
0.05%
-61.3%
NewSCILEX HOLDING CO$22,82016,300
+100.0%
0.01%
FRBK ExitREPUBLIC FIRST BANCORP INC$0-10,000
-100.0%
-0.00%
ARAV ExitARAVIVE INC$0-15,400
-100.0%
-0.01%
CL ExitCOLGATE PALMOLIVE CO$0-2,602
-100.0%
-0.08%
MCD ExitMCDONALDS CORP$0-683
-100.0%
-0.08%
HSY ExitHERSHEY CO$0-825
-100.0%
-0.08%
LOW ExitLOWES COS INC$0-954
-100.0%
-0.08%
RTX ExitRAYTHEON TECHNOLOGIES CORP$0-2,263
-100.0%
-0.09%
KO ExitCOCA COLA CO$0-3,897
-100.0%
-0.09%
SCHW ExitSCHWAB CHARLES CORP$0-4,264
-100.0%
-0.09%
SGOL ExitABRDN GOLD ETF TRUST$0-17,630
-100.0%
-0.13%
XBI ExitSPDR SER TRs&p biotech$0-4,200
-100.0%
-0.14%
GOLD ExitBARRICK GOLD CORP$0-22,500
-100.0%
-0.15%
DVY ExitISHARES TRselect divid etf$0-3,413
-100.0%
-0.15%
HPQ ExitHP INC$0-14,045
-100.0%
-0.17%
PXD ExitPIONEER NAT RES CO$0-2,463
-100.0%
-0.20%
SPHD ExitINVESCO EXCH TRADED FD TR IIs&p500 hdl vol$0-12,600
-100.0%
-0.20%
AEM ExitAGNICO EAGLE MINES LTD$0-14,569
-100.0%
-0.28%
BSMN ExitINVESCO EXCH TRD SLF IDX FD$0-34,812
-100.0%
-0.34%
BCI ExitABRDN ETFS$0-53,561
-100.0%
-0.42%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
GLOBAL X FDS12Q3 20235.6%
VANGUARD INDEX FDS12Q3 20234.2%
VANGUARD INDEX FDS12Q3 20233.7%
SPDR S&P 500 ETF TR12Q3 20233.9%
VANECK VECTORS ETF TR12Q3 20233.8%
VANGUARD INDEX FDS12Q3 20232.1%
J P MORGAN EXCHANGE-TRADED F12Q3 20232.8%
INVESCO EXCH TRD SLF IDX FD12Q3 20234.2%
SPDR SER TR12Q3 20232.2%
DIMENSIONAL ETF TRUST12Q3 20232.8%

View COLLECTIVE FAMILY OFFICE LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-09
13F-HR2023-10-13
13F-HR2023-07-12
13F-HR2023-04-12
13F-HR2023-01-11
13F-HR2022-10-14
13F-HR2022-07-18
13F-HR2022-04-25
13F-HR2022-01-18
13F-HR2021-10-08

View COLLECTIVE FAMILY OFFICE LLC's complete filings history.

Compare quarters

Export COLLECTIVE FAMILY OFFICE LLC's holdings