$274 Million is the total value of Canvas Wealth Advisors, LLC's 142 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 38.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $21,293,000 | -6.9% | 133,515 | +3.7% | 7.77% | -5.6% |
| MSFT | Buy | MICROSOFT CORP | $20,044,000 | -10.7% | 71,133 | +6.5% | 7.31% | -9.5% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $14,338,000 | +75.9% | 173,589 | +102.6% | 5.23% | +78.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $13,223,000 | -10.8% | 5,635 | +10.1% | 4.82% | -9.6% |
| VOO | Sell | VANGUARD INDEX FDS | $12,492,000 | -13.9% | 32,638 | -1.8% | 4.56% | -12.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $11,446,000 | -33.8% | 125,599 | +4.5% | 4.18% | -32.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $7,895,000 | +739.9% | 31,125 | +962.6% | 2.88% | +751.8% |
| CTOS | New | CUSTOM TRUCK ONE SOURCE INC | $7,606,000 | – | 1,175,597 | +100.0% | 2.77% | – |
| IEFA | Sell | ISHARES TRcore msci eafe | $5,755,000 | -46.3% | 88,420 | -38.4% | 2.10% | -45.6% |
| UBER | New | UBER TECHNOLOGIES INC | $5,346,000 | – | 181,407 | +100.0% | 1.95% | – |
| AGG | Sell | ISHARES TRcore us aggbd et | $4,732,000 | -22.3% | 46,230 | -13.5% | 1.73% | -21.3% |
| AMZN | Buy | AMAZON COM INC | $4,482,000 | -16.2% | 1,804 | +12.5% | 1.64% | -15.0% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $4,212,000 | -15.0% | 45,368 | -2.1% | 1.54% | -13.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,086,000 | +7.0% | 12,809 | +0.3% | 1.49% | +8.5% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $3,665,000 | – | 18,378 | +100.0% | 1.34% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $3,424,000 | +35.2% | 24,939 | +40.8% | 1.25% | +37.1% |
| BAX | Buy | BAXTER INTL INC | $3,331,000 | +54.1% | 46,234 | +83.6% | 1.22% | +56.2% |
| MUB | Sell | ISHARES TRnational mun etf | $3,296,000 | -42.5% | 30,982 | -37.1% | 1.20% | -41.7% |
| SNN | Buy | SMITH & NEPHEW PLCspdn adr new | $3,079,000 | +27.2% | 94,721 | +35.4% | 1.12% | +28.9% |
| SQ | Buy | BLOCK INCcl a | $3,025,000 | +130.7% | 29,562 | +264.1% | 1.10% | +133.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,000,000 | -14.3% | 7,175 | -2.2% | 1.09% | -13.1% |
| IEUR | Sell | ISHARES TRcore msci euro | $2,954,000 | -42.0% | 59,001 | -32.6% | 1.08% | -41.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,855,000 | -30.3% | 23,205 | -10.3% | 1.04% | -29.4% |
| MMM | Buy | 3M CO | $2,838,000 | +18.1% | 19,164 | +41.7% | 1.04% | +19.7% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $2,798,000 | -15.2% | 29,734 | +4.2% | 1.02% | -14.1% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $2,737,000 | -15.3% | 37,779 | -10.7% | 1.00% | -14.1% |
| DOCU | Buy | DOCUSIGN INC | $2,725,000 | +33.8% | 32,464 | +142.7% | 0.99% | +35.6% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $2,650,000 | – | 251,204 | +100.0% | 0.97% | – |
| TRV | Sell | TRAVELERS COMPANIES INC | $2,641,000 | -12.8% | 15,379 | -20.6% | 0.96% | -11.7% |
| EQC | Buy | EQUITY COMWLTH | $2,576,000 | +35.7% | 97,872 | +33.5% | 0.94% | +37.6% |
| IXUS | Sell | ISHARES TRcore msci total | $2,552,000 | -18.2% | 40,791 | -7.2% | 0.93% | -17.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,529,000 | -4.2% | 24,989 | +8.4% | 0.92% | -2.9% |
| CSCO | Sell | CISCO SYS INC | $2,472,000 | -34.4% | 49,521 | -16.8% | 0.90% | -33.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,406,000 | +6.8% | 5 | 0.0% | 0.88% | +8.3% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,401,000 | +233.0% | 16,911 | +245.0% | 0.88% | +238.2% |
| NVDA | Sell | NVIDIA CORPORATION | $2,370,000 | -34.5% | 12,090 | -1.7% | 0.86% | -33.6% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $2,291,000 | -20.3% | 68,076 | -16.4% | 0.84% | -19.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,141,000 | -35.0% | 40,759 | -25.9% | 0.78% | -34.1% |
| EWU | Sell | ISHARES TRmsci uk etf new | $2,025,000 | -49.1% | 62,130 | -48.2% | 0.74% | -48.3% |
| CLX | New | CLOROX CO DEL | $1,992,000 | – | 13,500 | +100.0% | 0.73% | – |
| UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $1,896,000 | +30.5% | 15,152 | +35.2% | 0.69% | +32.3% |
| XRAY | Buy | DENTSPLY SIRONA INC | $1,805,000 | +140.0% | 44,374 | +229.1% | 0.66% | +142.8% |
| OKTA | Buy | OKTA INCcl a | $1,710,000 | +193.8% | 14,524 | +459.7% | 0.62% | +198.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $1,641,000 | -43.9% | 35,193 | -40.8% | 0.60% | -43.1% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $1,643,000 | +13.4% | 13,611 | +19.3% | 0.60% | +15.0% |
| TDOC | Buy | TELADOC HEALTH INC | $1,592,000 | -24.0% | 41,534 | +81.9% | 0.58% | -22.9% |
| SHOP | New | SHOPIFY INCcl a | $1,479,000 | – | 3,179 | +100.0% | 0.54% | – |
| JNJ | Sell | JOHNSON & JOHNSON | $1,439,000 | -45.6% | 8,072 | -47.8% | 0.52% | -44.9% |
| GCP | Buy | GCP APPLIED TECHNOLOGIES INC | $1,411,000 | +126.5% | 44,971 | +128.7% | 0.52% | +129.9% |
| WMT | Buy | WALMART INC | $1,413,000 | +34.4% | 9,264 | +27.6% | 0.52% | +36.2% |
| SE | Buy | SEA LTDsponsord ads | $1,391,000 | -21.1% | 15,880 | +101.6% | 0.51% | -20.0% |
| CALM | Sell | CAL MAINE FOODS INC | $1,380,000 | +33.2% | 25,347 | -9.5% | 0.50% | +34.9% |
| NTRS | Buy | NORTHERN TR CORP | $1,340,000 | +4.5% | 12,708 | +18.6% | 0.49% | +6.1% |
| SJW | Buy | SJW GROUP | $1,321,000 | +24.0% | 22,277 | +53.1% | 0.48% | +25.8% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,219,000 | – | 3,263 | +100.0% | 0.44% | – |
| IYW | Sell | ISHARES TRu.s. tech etf | $1,184,000 | -23.0% | 12,922 | -3.5% | 0.43% | -21.9% |
| FB | Buy | META PLATFORMS INCcl a | $1,182,000 | +114.5% | 5,577 | +240.7% | 0.43% | +117.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,167,000 | -18.0% | 494 | +0.4% | 0.43% | -16.8% |
| HD | Buy | HOME DEPOT INC | $1,164,000 | -25.2% | 3,818 | +1.8% | 0.42% | -24.1% |
| JNK | New | SPDR SER TRbloomberg high y | $1,123,000 | – | 11,498 | +100.0% | 0.41% | – |
| RE | Buy | EVEREST RE GROUP LTD | $1,100,000 | +29.0% | 3,936 | +26.4% | 0.40% | +30.6% |
| Y | New | ALLEGHANY CORP MD | $1,096,000 | – | 1,308 | +100.0% | 0.40% | – |
| ICUI | Buy | ICU MED INC | $1,066,000 | +2.0% | 5,076 | +15.3% | 0.39% | +3.5% |
| IPAC | Sell | ISHARES TRcore msci pac | $1,048,000 | -16.7% | 18,393 | -6.6% | 0.38% | -15.7% |
| EWW | Sell | ISHARES INCmsci mexico etf | $1,012,000 | -57.7% | 20,486 | -56.7% | 0.37% | -57.1% |
| CRM | Sell | SALESFORCE COM INC | $962,000 | -43.9% | 5,396 | -20.0% | 0.35% | -43.1% |
| BAC | Sell | BK OF AMERICA CORP | $949,000 | -26.9% | 25,554 | -12.5% | 0.35% | -25.9% |
| NTR | NUTRIEN LTD | $930,000 | +40.5% | 8,807 | 0.0% | 0.34% | +42.4% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $871,000 | -53.2% | 9,299 | -39.9% | 0.32% | -52.5% |
| NET | New | CLOUDFLARE INC | $817,000 | – | 9,110 | +100.0% | 0.30% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $818,000 | – | 4,137 | +100.0% | 0.30% | – |
| SAFM | Sell | SANDERSON FARMS INC | $767,000 | -53.1% | 4,017 | -53.1% | 0.28% | -52.5% |
| QCOM | Sell | QUALCOMM INC | $717,000 | -50.9% | 4,971 | -37.7% | 0.26% | -50.1% |
| DIS | Buy | DISNEY WALT CO | $699,000 | +22.6% | 6,156 | +67.2% | 0.26% | +24.4% |
| BX | New | BLACKSTONE INC | $667,000 | – | 6,198 | +100.0% | 0.24% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $639,000 | -77.6% | 7,048 | -53.4% | 0.23% | -77.3% |
| KR | New | KROGER CO | $631,000 | – | 11,522 | +100.0% | 0.23% | – |
| DEO | Sell | DIAGEO PLCspon adr new | $627,000 | -52.7% | 3,135 | -47.9% | 0.23% | -52.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $623,000 | +97.8% | 2,977 | +127.9% | 0.23% | +100.9% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $612,000 | – | 8,002 | +100.0% | 0.22% | – |
| BA | Sell | BOEING CO | $611,000 | -36.3% | 3,979 | -16.4% | 0.22% | -35.4% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $589,000 | -54.5% | 13,104 | -48.3% | 0.22% | -53.9% |
| IYC | ISHARES TRus consum discre | $579,000 | -20.0% | 8,616 | 0.0% | 0.21% | -19.2% | |
| FTNT | Buy | FORTINET INC | $557,000 | +26.9% | 1,945 | +59.3% | 0.20% | +28.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $541,000 | -64.2% | 1,327 | -50.2% | 0.20% | -63.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $536,000 | -18.9% | 3,193 | -13.6% | 0.20% | -18.1% |
| PTON | New | PELOTON INTERACTIVE INC | $530,000 | – | 28,953 | +100.0% | 0.19% | – |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $524,000 | -40.0% | 11,993 | -32.0% | 0.19% | -39.2% |
| IAGG | Sell | ISHARES TRcore intl aggr | $496,000 | -27.5% | 9,773 | -22.1% | 0.18% | -26.4% |
| IGV | New | ISHARES TRexpanded tech | $493,000 | – | 1,626 | +100.0% | 0.18% | – |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $489,000 | -14.7% | 15,249 | -2.9% | 0.18% | -13.6% |
| DKNG | New | DRAFTKINGS INC | $475,000 | – | 31,492 | +100.0% | 0.17% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $457,000 | – | 1,916 | +100.0% | 0.17% | – |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $455,000 | -48.4% | 8,637 | -41.1% | 0.17% | -47.6% |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $453,000 | – | 5,860 | +100.0% | 0.16% | – |
| TSLA | Buy | TESLA INC | $445,000 | +12.1% | 489 | +30.1% | 0.16% | +13.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $441,000 | -23.4% | 4,297 | -13.5% | 0.16% | -22.2% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $430,000 | -19.0% | 5,284 | -7.6% | 0.16% | -17.8% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $419,000 | -32.7% | 8,640 | -25.2% | 0.15% | -31.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $415,000 | -56.2% | 5,969 | -47.0% | 0.15% | -55.7% |
| PENN | Buy | PENN NATL GAMING INC | $410,000 | -24.4% | 10,635 | +1.7% | 0.15% | -23.1% |
| TGT | Sell | TARGET CORP | $405,000 | +0.2% | 1,740 | -0.4% | 0.15% | +2.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $390,000 | +92.1% | 780 | +93.1% | 0.14% | +94.5% |
| AVGO | Sell | BROADCOM INC | $386,000 | -38.6% | 664 | -29.8% | 0.14% | -37.6% |
| ABNB | New | AIRBNB INC | $386,000 | – | 2,664 | +100.0% | 0.14% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $370,000 | -6.6% | 1,547 | +4.0% | 0.14% | -4.9% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $368,000 | -22.4% | 1,500 | -0.7% | 0.13% | -21.6% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $361,000 | -22.9% | 2,416 | -2.4% | 0.13% | -21.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $360,000 | -41.4% | 2,303 | -38.7% | 0.13% | -40.7% |
| SYK | Sell | STRYKER CORPORATION | $345,000 | -51.7% | 1,451 | -45.7% | 0.13% | -51.0% |
| PANW | New | PALO ALTO NETWORKS INC | $344,000 | – | 617 | +100.0% | 0.12% | – |
| MCD | Buy | MCDONALDS CORP | $340,000 | -5.6% | 1,385 | +3.1% | 0.12% | -4.6% |
| ORCL | Sell | ORACLE CORP | $329,000 | -41.5% | 4,493 | -30.3% | 0.12% | -40.6% |
| VV | VANGUARD INDEX FDSlarge cap etf | $315,000 | -13.7% | 1,650 | 0.0% | 0.12% | -12.2% | |
| V | Sell | VISA INC | $294,000 | -26.7% | 1,410 | -23.7% | 0.11% | -25.7% |
| AVO | New | MISSION PRODUCE INC | $290,000 | – | 22,982 | +100.0% | 0.11% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $286,000 | -81.0% | 6,061 | -79.1% | 0.10% | -80.8% |
| DGX | QUEST DIAGNOSTICS INC | $269,000 | -22.7% | 2,009 | 0.0% | 0.10% | -21.6% | |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $268,000 | – | 5,700 | +100.0% | 0.10% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $267,000 | – | 2,796 | +100.0% | 0.10% | – |
| MDT | Sell | MEDTRONIC PLC | $255,000 | -4.9% | 2,477 | -4.3% | 0.09% | -3.1% |
| PSX | New | PHILLIPS 66 | $247,000 | – | 2,717 | +100.0% | 0.09% | – |
| IYK | ISHARES TRus consm staples | $247,000 | +2.1% | 1,211 | 0.0% | 0.09% | +3.4% | |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $240,000 | -21.1% | 2,110 | -18.8% | 0.09% | -19.3% |
| CAT | Sell | CATERPILLAR INC | $239,000 | +1.7% | 1,121 | -1.2% | 0.09% | +2.4% |
| ACN | New | ACCENTURE PLC IRELAND | $238,000 | – | 782 | +100.0% | 0.09% | – |
| CB | Sell | CHUBB LIMITED | $239,000 | -70.7% | 1,149 | -72.8% | 0.09% | -70.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $228,000 | -13.6% | 5,351 | -0.9% | 0.08% | -12.6% |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $228,000 | – | 1,480 | +100.0% | 0.08% | – |
| REGN | Sell | REGENERON PHARMACEUTICALS | $220,000 | -60.9% | 333 | -62.6% | 0.08% | -60.6% |
| DIVB | New | ISHARES TRus divid bybck | $213,000 | – | 5,383 | +100.0% | 0.08% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $212,000 | – | 4,221 | +100.0% | 0.08% | – |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $207,000 | -36.9% | 2,725 | -29.7% | 0.08% | -36.4% |
| NKE | Sell | NIKE INCcl b | $207,000 | -46.4% | 1,688 | -27.1% | 0.08% | -46.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $206,000 | -11.2% | 3,180 | -9.0% | 0.08% | -9.6% |
| HUM | Sell | HUMANA INC | $203,000 | -6.9% | 469 | -0.2% | 0.07% | -5.1% |
| GLW | Sell | CORNING INC | $203,000 | -19.1% | 5,624 | -16.6% | 0.07% | -17.8% |
| SBUX | Sell | STARBUCKS CORP | $200,000 | -54.0% | 2,685 | -27.8% | 0.07% | -53.5% |
| GD | Sell | GENERAL DYNAMICS CORP | $201,000 | -28.7% | 860 | -36.5% | 0.07% | -27.7% |
| F | Sell | FORD MTR CO DEL | $165,000 | -32.1% | 11,361 | -3.0% | 0.06% | -31.0% |
| CFB | New | CROSSFIRST BANKSHARES INC | $155,000 | – | 12,000 | +100.0% | 0.06% | – |
| NGL | NGL ENERGY PARTNERS LP | $40,000 | +11.1% | 20,000 | 0.0% | 0.02% | +15.4% | |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -4,634 | -100.0% | -0.07% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -850 | -100.0% | -0.07% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -527 | -100.0% | -0.07% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -987 | -100.0% | -0.07% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -3,884 | -100.0% | -0.08% | – |
| CLF | Exit | CLEVELAND CLIFFS INC | $0 | – | -9,550 | -100.0% | -0.08% | – |
| CSX | Exit | CSX CORP | $0 | – | -5,658 | -100.0% | -0.08% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -1,581 | -100.0% | -0.09% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -2,308 | -100.0% | -0.09% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -3,037 | -100.0% | -0.10% | – |
| GVIP | Exit | GOLDMAN SACHS ETF TRhedge ind etf | $0 | – | -2,822 | -100.0% | -0.10% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -2,652 | -100.0% | -0.11% | – |
| INTC | Exit | INTEL CORP | $0 | – | -6,191 | -100.0% | -0.12% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -8,607 | -100.0% | -0.12% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -3,107 | -100.0% | -0.13% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,873 | -100.0% | -0.14% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -4,461 | -100.0% | -0.16% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -1,634 | -100.0% | -0.23% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -16,399 | -100.0% | -0.27% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -3,086 | -100.0% | -0.28% | – |
| EUFN | Exit | ISHARES TRmsci euro fl etf | $0 | – | -52,355 | -100.0% | -0.38% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -19,248 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
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.