Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
GLOBAL X FDS | 12 | Q3 2023 | 5.6% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 4.2% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 3.7% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 3.9% |
VANECK VECTORS ETF TR | 12 | Q3 2023 | 3.8% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 2.1% |
J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 2.8% |
INVESCO EXCH TRD SLF IDX FD | 12 | Q3 2023 | 4.2% |
SPDR SER TR | 12 | Q3 2023 | 2.2% |
DIMENSIONAL ETF TRUST | 12 | Q3 2023 | 2.8% |
View COLLECTIVE FAMILY OFFICE LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-09 |
13F-HR | 2024-01-09 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-12 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-18 |
View COLLECTIVE FAMILY OFFICE LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.