| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
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 |
|---|---|
| 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 |
| 13F-HR | 2022-10-31 |
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.