$180 Million is the total value of COLLECTIVE FAMILY OFFICE LLC's 152 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.