$323 Million is the total value of Canvas Wealth Advisors, LLC's 150 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 24.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $21,595,681 | +1.5% | 51,063 | -1.2% | 6.68% | -6.6% |
| AAPL | Sell | APPLE INC | $20,100,856 | +28.5% | 91,869 | -1.3% | 6.22% | +18.2% |
| CTOS | Buy | CUSTOM TRUCK ONE SOURCE INC | $17,659,180 | -3.2% | 3,546,020 | +1.7% | 5.46% | -10.9% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $16,178,031 | +13.8% | 135,642 | +4.8% | 5.00% | +4.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $14,975,782 | +2.9% | 87,943 | -6.1% | 4.63% | -5.4% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $13,404,910 | +5.7% | 109,063 | -2.9% | 4.14% | -2.8% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $11,868,530 | +4.1% | 110,931 | -3.8% | 3.67% | -4.2% |
| AMZN | Sell | AMAZON COM INC | $11,033,138 | -3.6% | 60,718 | -3.8% | 3.41% | -11.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $10,670,608 | +13.2% | 128,872 | +3.6% | 3.30% | +4.1% |
| UBER | Sell | UBER TECHNOLOGIES INC | $9,627,786 | -14.0% | 152,604 | -2.0% | 2.98% | -20.9% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $8,741,495 | +6.5% | 137,661 | +2.8% | 2.70% | -2.0% |
| MMM | Sell | 3M CO | $8,721,315 | +6.5% | 68,807 | -23.6% | 2.70% | -2.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $8,699,068 | +21.8% | 73,940 | +5.8% | 2.69% | +12.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $7,754,301 | -9.1% | 56,012 | +1.2% | 2.40% | -16.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,000,489 | +15.4% | 12,849 | +6.6% | 2.16% | +6.2% |
| NVDA | Buy | NVIDIA CORPORATION | $6,368,265 | +17.6% | 61,393 | +852.9% | 1.97% | +8.2% |
| TSLA | Buy | TESLA INC | $6,199,299 | +56.3% | 27,847 | +9.2% | 1.92% | +43.8% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $5,995,934 | +9.7% | 65,018 | +1.6% | 1.85% | +0.9% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $5,882,215 | +15.8% | 64,244 | +7.4% | 1.82% | +6.5% |
| VOO | Sell | VANGUARD INDEX FDS | $5,021,674 | +0.3% | 10,082 | -7.4% | 1.55% | -7.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,277,433 | +12.9% | 9,694 | +1.8% | 1.32% | +3.9% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $4,173,395 | +22.5% | 158,263 | -1.0% | 1.29% | +12.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,535,931 | +23.5% | 47,951 | +18.8% | 1.09% | +13.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $3,472,226 | +27.8% | 35,084 | +12.3% | 1.07% | +17.6% |
| PANW | Sell | PALO ALTO NETWORKS INC | $3,464,034 | +12.0% | 10,910 | -2.1% | 1.07% | +3.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,393,935 | +6.3% | 34,428 | +3.0% | 1.05% | -2.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $3,198,171 | +7.1% | 8,921 | -0.8% | 0.99% | -1.5% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $2,648,499 | -26.5% | 4 | -33.3% | 0.82% | -32.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,632,833 | +23.1% | 43,246 | +17.1% | 0.81% | +13.2% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $2,441,559 | +16.5% | 53,614 | +13.3% | 0.76% | +7.2% |
| XRAY | Buy | DENTSPLY SIRONA INC | $2,250,248 | +3.8% | 84,027 | +17.6% | 0.70% | -4.5% |
| JPM | Buy | JPMORGAN CHASE & CO. | $2,244,571 | +23.3% | 10,431 | +3.2% | 0.69% | +13.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,126,479 | +1.6% | 7,917 | -6.3% | 0.66% | -6.5% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,066,979 | +45.6% | 40,857 | +44.9% | 0.64% | +34.0% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $1,980,524 | +23.5% | 33,091 | +16.6% | 0.61% | +13.5% |
| CLX | Buy | CLOROX CO DEL | $1,860,465 | +189.0% | 14,123 | +212.3% | 0.58% | +166.2% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,841,863 | +228.9% | 7,883 | +313.4% | 0.57% | +202.7% |
| Buy | QIAGEN NV | $1,734,972 | +51.0% | 38,805 | +32.5% | 0.54% | +38.9% | |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $1,621,257 | +51.2% | 25,312 | +44.0% | 0.50% | +39.2% | |
| IYW | ISHARES TRu.s. tech etf | $1,513,156 | +9.3% | 10,702 | 0.0% | 0.47% | +0.6% | |
| NTRS | Sell | NORTHERN TR CORP | $1,505,876 | +2.0% | 16,929 | -6.9% | 0.47% | -6.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,455,826 | +3.1% | 8,471 | -5.9% | 0.45% | -5.1% |
| MELI | Buy | MERCADOLIBRE INC | $1,444,021 | +190.2% | 888 | +149.4% | 0.45% | +167.1% |
| FB | Sell | META PLATFORMS INCcl a | $1,392,704 | -8.4% | 3,007 | -2.3% | 0.43% | -15.7% |
| MUB | Buy | ISHARES TRnational mun etf | $1,229,421 | +21.2% | 11,446 | +20.0% | 0.38% | +11.4% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,212,354 | +15.5% | 22,451 | +6.2% | 0.38% | +6.2% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,169,568 | -41.7% | 8,576 | -46.1% | 0.36% | -46.3% |
| WMT | Buy | WALMART INC | $1,055,493 | +16.8% | 15,255 | +0.7% | 0.33% | +7.2% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,036,455 | +5.0% | 24,330 | +2.7% | 0.32% | -3.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,005,834 | +11.9% | 6,020 | +3.5% | 0.31% | +3.0% |
| HSIC | Buy | HENRY SCHEIN INC | $981,127 | +54.3% | 13,544 | +49.5% | 0.30% | +41.6% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $909,432 | +29.9% | 18,127 | +24.0% | 0.28% | +19.6% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $892,399 | +29.3% | 3,441 | +19.7% | 0.28% | +19.0% |
| Sell | SOLVENTUM CORP | $879,829 | -37.3% | 14,925 | -34.4% | 0.27% | -42.4% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $855,863 | +77.0% | 7,857 | +70.8% | 0.26% | +62.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $833,655 | -7.9% | 1,029 | -18.7% | 0.26% | -15.1% |
| NVST | Buy | ENVISTA HOLDINGS CORPORATION | $764,336 | +38.4% | 45,227 | +60.4% | 0.24% | +26.9% |
| WERN | Buy | WERNER ENTERPRISES INC | $725,777 | +39.7% | 17,947 | +22.2% | 0.22% | +28.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $703,701 | +32.2% | 6,934 | +27.8% | 0.22% | +21.8% |
| SCHW | Sell | SCHWAB CHARLES CORP | $704,991 | -62.7% | 10,861 | -58.4% | 0.22% | -65.7% |
| LLY | Buy | ELI LILLY & CO | $669,334 | +6.3% | 847 | +1.0% | 0.21% | -2.4% |
| SE | Sell | SEA LTDsponsord ads | $639,798 | -2.3% | 9,837 | -16.5% | 0.20% | -10.0% |
| AVGO | Buy | BROADCOM INC | $628,913 | +17.7% | 4,382 | +950.8% | 0.19% | +7.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $628,636 | -6.2% | 1,022 | -16.6% | 0.19% | -13.8% |
| IDA | Buy | IDACORP INC | $622,888 | +18.6% | 6,319 | +8.7% | 0.19% | +9.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $624,409 | +30.4% | 11,815 | +23.4% | 0.19% | +19.9% |
| CWT | Sell | CALIFORNIA WTR SVC GROUP | $623,473 | -3.0% | 11,693 | -19.7% | 0.19% | -10.6% |
| BAC | Sell | BANK AMERICA CORP | $616,011 | -9.3% | 14,923 | -22.6% | 0.19% | -16.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $611,488 | +7.5% | 1,128 | -0.7% | 0.19% | -1.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $610,305 | +1.0% | 7,881 | -1.0% | 0.19% | -6.9% |
| Buy | BLACKROCK ETF TRUST II | $600,472 | +46.6% | 11,392 | +43.6% | 0.19% | +34.8% | |
| Buy | 2023 ETF SERIES TRUST IIgmo us quality e | $594,487 | +56.9% | 19,283 | +45.8% | 0.18% | +44.9% | |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $581,650 | +18.0% | 10,197 | +14.9% | 0.18% | +8.4% |
| Buy | GOLDMAN SACHS ETF TRs&p 500 core pre | $574,967 | +109.6% | 12,223 | +99.6% | 0.18% | +93.5% | |
| SYK | Buy | STRYKER CORPORATION | $571,949 | -1.6% | 1,732 | +0.1% | 0.18% | -9.2% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $553,491 | -0.3% | 11,652 | -0.8% | 0.17% | -8.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $538,436 | +29.6% | 934 | +7.7% | 0.17% | +18.6% |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $531,628 | – | 6,623 | +100.0% | 0.16% | – |
| SHOP | Buy | SHOPIFY INCcl a | $526,643 | +78.7% | 8,896 | +109.5% | 0.16% | +64.6% |
| Buy | AMERICAN CENTY ETF TRinternational lr | $518,946 | +22.0% | 9,720 | +19.9% | 0.16% | +11.9% | |
| MCD | Buy | MCDONALDS CORP | $483,763 | +25.4% | 1,816 | +27.1% | 0.15% | +15.4% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $477,353 | +8.7% | 3,089 | -2.2% | 0.15% | 0.0% |
| V | Sell | VISA INC | $475,436 | -15.5% | 1,807 | -12.5% | 0.15% | -22.2% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $476,621 | +4.0% | 13,392 | 0.0% | 0.15% | -4.5% | |
| IYC | ISHARES TRus consum discre | $453,923 | +5.0% | 5,584 | 0.0% | 0.14% | -3.4% | |
| MKC | Buy | MCCORMICK & CO INC | $448,427 | +87.1% | 5,834 | +75.9% | 0.14% | +71.6% |
| MGK | VANGUARD WORLD FDmega grwth ind | $449,499 | +8.4% | 1,501 | 0.0% | 0.14% | 0.0% | |
| RGA | Sell | REINSURANCE GRP OF AMERICA I | $444,985 | -33.6% | 1,971 | -47.0% | 0.14% | -38.7% |
| HD | Sell | HOME DEPOT INC | $438,378 | +8.9% | 1,205 | -0.4% | 0.14% | +0.7% |
| ORCL | Buy | ORACLE CORP | $438,293 | +18.4% | 3,231 | +3.5% | 0.14% | +9.7% |
| SJW | Buy | SJW GROUP | $433,589 | +84.7% | 7,115 | +59.3% | 0.13% | +69.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $428,057 | +13.9% | 2,653 | +2.2% | 0.13% | +4.8% |
| VO | New | VANGUARD INDEX FDSmid cap etf | $419,163 | – | 1,676 | +100.0% | 0.13% | – |
| DEO | Sell | DIAGEO PLCspon adr new | $390,124 | -14.5% | 3,111 | -4.3% | 0.12% | -20.9% |
| CSCO | Sell | CISCO SYS INC | $381,991 | -1.7% | 7,935 | -2.4% | 0.12% | -9.9% |
| PB | PROSPERITY BANCSHARES INC | $365,050 | +22.9% | 5,000 | 0.0% | 0.11% | +13.0% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $359,307 | -3.7% | 803 | -1.0% | 0.11% | -11.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $356,942 | +8.9% | 4,016 | 0.0% | 0.11% | 0.0% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $357,322 | +35.8% | 734 | +26.1% | 0.11% | +25.0% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $349,128 | +6.3% | 1,405 | -1.7% | 0.11% | -1.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $345,944 | +24.7% | 1,901 | +0.9% | 0.11% | +15.1% |
| XOM | Buy | EXXON MOBIL CORP | $345,505 | +17.9% | 2,924 | +18.4% | 0.11% | +9.2% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $341,626 | +28.0% | 6,522 | +27.4% | 0.11% | +17.8% | |
| KR | KROGER CO | $325,739 | -1.0% | 5,955 | 0.0% | 0.10% | -9.0% | |
| GBIL | GOLDMAN SACHS ETF TRacces treasury | $320,512 | +0.2% | 3,200 | 0.0% | 0.10% | -7.5% | |
| MAA | Buy | MID-AMER APT CMNTYS INC | $313,850 | +33.0% | 2,221 | +17.5% | 0.10% | +22.8% |
| FNDF | New | SCHWAB STRATEGIC TRfundamental intl | $308,397 | – | 8,641 | +100.0% | 0.10% | – |
| ILMN | New | ILLUMINA INC | $306,373 | – | 2,501 | +100.0% | 0.10% | – |
| VGT | VANGUARD WORLD FDinf tech etf | $308,656 | +10.3% | 562 | 0.0% | 0.10% | +1.1% | |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $303,453 | +12.9% | 5,152 | +4.3% | 0.09% | +4.4% |
| Sell | HEALTHCARE RLTY TR | $300,524 | -68.0% | 16,950 | -75.2% | 0.09% | -70.5% | |
| CVX | Buy | CHEVRON CORP NEW | $298,586 | +6.6% | 1,871 | +4.5% | 0.09% | -2.1% |
| MRK | Buy | MERCK & CO INC | $292,620 | +7.5% | 2,539 | +16.9% | 0.09% | -2.2% |
| SCHY | Buy | SCHWAB STRATEGIC TRinternl divid | $283,870 | +17.8% | 11,405 | +10.1% | 0.09% | +8.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $283,858 | +2.8% | 7,089 | +2.1% | 0.09% | -5.4% |
| Buy | FIDELITY WISE ORIGIN BITCOIN | $283,251 | +17.8% | 4,915 | +8.9% | 0.09% | +8.6% | |
| HOLX | Buy | HOLOGIC INC | $283,009 | +20.3% | 3,430 | +9.2% | 0.09% | +11.4% |
| TMUS | New | T-MOBILE US INC | $277,946 | – | 1,585 | +100.0% | 0.09% | – |
| VHT | VANGUARD WORLD FDhealth car etf | $277,119 | +8.9% | 1,005 | 0.0% | 0.09% | +1.2% | |
| NFLX | Sell | NETFLIX INC | $274,558 | -2.5% | 441 | -3.9% | 0.08% | -10.5% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $275,340 | -28.8% | 3,000 | -28.9% | 0.08% | -34.6% |
| Sell | DIMENSIONAL ETF TRUSTintl small cap v | $264,196 | -0.1% | 9,466 | -6.1% | 0.08% | -7.9% | |
| ROG | New | ROGERS CORP | $254,326 | – | 2,078 | +100.0% | 0.08% | – |
| MRTN | New | MARTEN TRANS LTD | $247,038 | – | 13,043 | +100.0% | 0.08% | – |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $244,737 | +8.0% | 3,973 | -0.9% | 0.08% | 0.0% |
| AVO | Sell | MISSION PRODUCE INC | $247,071 | -29.5% | 22,001 | -28.2% | 0.08% | -35.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $244,515 | +17.5% | 1,512 | +14.0% | 0.08% | +8.6% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $241,460 | – | 1,041 | +100.0% | 0.08% | – |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $243,480 | – | 6,000 | +100.0% | 0.08% | – |
| GL | Sell | GLOBE LIFE INC | $236,717 | +3.9% | 2,506 | -30.4% | 0.07% | -5.2% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $237,028 | – | 2,612 | +100.0% | 0.07% | – |
| ASML | New | ASML HOLDING N V | $231,405 | – | 269 | +100.0% | 0.07% | – |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $228,264 | +1.2% | 956 | +1.1% | 0.07% | -6.6% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $227,803 | +4.8% | 8,806 | +2.6% | 0.07% | -4.1% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $226,960 | -1.5% | 2,192 | -4.4% | 0.07% | -9.1% |
| MS | New | MORGAN STANLEY | $222,565 | – | 2,145 | +100.0% | 0.07% | – |
| ADBE | Sell | ADOBE INC | $222,487 | -17.4% | 413 | -27.3% | 0.07% | -24.2% |
| ABBV | New | ABBVIE INC | $219,639 | – | 1,176 | +100.0% | 0.07% | – |
| INTU | Buy | INTUIT | $221,258 | +4.0% | 348 | +0.3% | 0.07% | -5.6% |
| FSLR | New | FIRST SOLAR INC | $215,740 | – | 1,023 | +100.0% | 0.07% | – |
| PEP | Sell | PEPSICO INC | $206,084 | -4.0% | 1,190 | -6.1% | 0.06% | -11.1% |
| NEE | New | NEXTERA ENERGY INC | $203,007 | – | 2,733 | +100.0% | 0.06% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $203,779 | – | 888 | +100.0% | 0.06% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $204,704 | – | 3,053 | +100.0% | 0.06% | – |
| NOW | New | SERVICENOW INC | $204,493 | – | 256 | +100.0% | 0.06% | – |
| WAT | New | WATERS CORP | $201,511 | – | 615 | +100.0% | 0.06% | – |
| F | Sell | FORD MTR CO DEL | $129,871 | -13.2% | 11,981 | -3.6% | 0.04% | -20.0% |
| NGL | Sell | NGL ENERGY PARTNERS LP | $93,600 | -24.8% | 20,000 | -8.0% | 0.03% | -31.0% |
| SLQT | SELECTQUOTE INC | $77,330 | +143.7% | 19,000 | 0.0% | 0.02% | +118.2% | |
| FAX | New | ABRDN ASIA PACIFIC INCOME FU | $37,364 | – | 13,440 | +100.0% | 0.01% | – |
| BTAL | Exit | AGF INVTS TRus market netrl | $0 | – | -10,146 | -100.0% | -0.06% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -480 | -100.0% | -0.07% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -666 | -100.0% | -0.07% | – |
| INDB | Exit | INDEPENDENT BK CORP MASS | $0 | – | -4,333 | -100.0% | -0.07% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -1,484 | -100.0% | -0.08% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,055 | -100.0% | -0.08% | – |
| QLD | Exit | PROSHARES TR | $0 | – | -3,000 | -100.0% | -0.08% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -891 | -100.0% | -0.08% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -238 | -100.0% | -0.09% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -2,298 | -100.0% | -0.09% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -774 | -100.0% | -0.09% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -3,535 | -100.0% | -0.09% | – |
| BA | Exit | BOEING CO | $0 | – | -1,644 | -100.0% | -0.09% | – |
| RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -8,807 | -100.0% | -0.10% | – |
| MWA | Exit | MUELLER WTR PRODS INC | $0 | – | -39,424 | -100.0% | -0.20% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -5,059 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 14 | Q2 2024 | 8.1% |
| APPLE INC | 14 | Q2 2024 | 9.3% |
| ALPHABET INC | 14 | Q2 2024 | 5.5% |
| GOLDMAN SACHS ETF TR | 14 | Q2 2024 | 6.6% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 5.6% |
| ADVANCED MICRO DEVICES INC | 14 | Q2 2024 | 6.2% |
| ISHARES TR | 14 | Q2 2024 | 4.7% |
| AMAZON COM INC | 14 | Q2 2024 | 3.8% |
| ISHARES TR | 14 | Q2 2024 | 5.0% |
| ISHARES TR | 14 | Q2 2024 | 4.1% |
View Canvas Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-15 |
| N-PX/A | 2024-08-13 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-23 |
View Canvas Wealth Advisors, 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.