$245 Million is the total value of Canvas Wealth Advisors, LLC's 119 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EUFN | New | ISHARES TRmsci euro fl etf | $903,000 | – | 46,003 | +100.0% | 0.37% | – |
V | New | VISA INC | $347,000 | – | 1,559 | +100.0% | 0.14% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $332,000 | – | 1,650 | +100.0% | 0.14% | – |
SQ | New | SQUARE INCcl a | $235,000 | – | 980 | +100.0% | 0.10% | – |
AMGN | New | AMGEN INC | $205,000 | – | 963 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 11 | Q3 2023 | 8.1% |
APPLE INC | 11 | Q3 2023 | 9.3% |
ALPHABET INC | 11 | Q3 2023 | 5.5% |
VANGUARD INDEX FDS | 11 | Q3 2023 | 5.6% |
GOLDMAN SACHS ETF TR | 11 | Q3 2023 | 6.6% |
ADVANCED MICRO DEVICES INC | 11 | Q3 2023 | 6.2% |
AMAZON COM INC | 11 | Q3 2023 | 3.6% |
ISHARES TR | 11 | Q3 2023 | 4.7% |
ISHARES TR | 11 | Q3 2023 | 3.8% |
ISHARES TR | 11 | Q3 2023 | 4.1% |
View Canvas Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-07-25 |
13F-HR | 2022-05-09 |
13F-HR | 2022-01-19 |
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.