$238 Million is the total value of Canvas Wealth Advisors, LLC's 136 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 29.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $18,324,113 | +5.6% | 60,113 | -18.3% | 7.70% | +6.1% |
| CTOS | Sell | CUSTOM TRUCK ONE SOURCE INC | $17,224,489 | -18.2% | 2,742,753 | -11.3% | 7.24% | -17.8% |
| AAPL | Sell | APPLE INC | $15,803,325 | +10.4% | 93,838 | -11.3% | 6.64% | +10.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $12,608,860 | +5.5% | 117,194 | -10.7% | 5.30% | +6.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $11,295,424 | +19.6% | 126,517 | +10.9% | 4.75% | +20.2% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $11,075,894 | -5.1% | 135,584 | -9.6% | 4.65% | -4.7% |
| VOO | Sell | VANGUARD INDEX FDS | $8,869,818 | -33.2% | 23,415 | -36.6% | 3.73% | -32.9% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $8,685,953 | +124.4% | 95,776 | +115.7% | 3.65% | +125.4% |
| AMZN | Buy | AMAZON COM INC | $8,597,497 | +31.2% | 78,287 | +14.0% | 3.61% | +31.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $7,885,415 | +36.8% | 109,794 | +44.2% | 3.31% | +37.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $6,514,542 | -4.2% | 74,503 | -22.7% | 2.74% | -3.7% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $5,696,231 | +1428.2% | 97,522 | +1384.4% | 2.39% | +1434.0% |
| UBER | Sell | UBER TECHNOLOGIES INC | $5,439,317 | -13.2% | 183,142 | -15.4% | 2.28% | -12.8% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $4,660,445 | +61.7% | 62,750 | +59.2% | 1.96% | +62.5% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,020,956 | -45.1% | 16,077 | -51.0% | 1.69% | -44.8% |
| MMM | Buy | 3M CO | $3,650,748 | +42.5% | 34,660 | +66.0% | 1.53% | +43.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,358,655 | +142.7% | 33,772 | +145.8% | 1.41% | +143.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,216,302 | -5.2% | 9,859 | -10.4% | 1.35% | -4.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,745,516 | -12.8% | 6,628 | -17.2% | 1.15% | -12.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,498,500 | +7.2% | 5 | 0.0% | 1.05% | +7.7% | |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $2,482,116 | +102.3% | 35,187 | +101.0% | 1.04% | +103.3% |
| SCHW | New | SCHWAB CHARLES CORP | $2,401,669 | – | 46,427 | +100.0% | 1.01% | – |
| KMB | Sell | KIMBERLY-CLARK CORP | $2,381,742 | -15.0% | 16,271 | -22.8% | 1.00% | -14.5% |
| SNN | Sell | SMITH & NEPHEW PLCspdn adr new | $2,305,871 | -9.2% | 71,279 | -21.4% | 0.97% | -8.8% |
| XRAY | Sell | DENTSPLY SIRONA INC | $2,163,872 | -22.6% | 52,318 | -30.9% | 0.91% | -22.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,114,724 | -9.9% | 30,737 | -13.4% | 0.89% | -9.6% |
| NVDA | Sell | NVIDIA CORPORATION | $1,850,513 | +23.6% | 6,797 | -21.1% | 0.78% | +24.1% |
| MDT | Buy | MEDTRONIC PLC | $1,566,864 | +336.3% | 17,147 | +275.9% | 0.66% | +338.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,508,284 | -31.8% | 11,005 | -32.0% | 0.63% | -31.4% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $1,503,583 | +51.2% | 192,274 | +33.4% | 0.63% | +51.9% |
| CLX | Sell | CLOROX CO DEL | $1,436,105 | -30.9% | 8,641 | -40.4% | 0.60% | -30.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,398,774 | -49.8% | 15,018 | -46.4% | 0.59% | -49.6% |
| PANW | Sell | PALO ALTO NETWORKS INC | $1,381,551 | -14.6% | 7,463 | -34.6% | 0.58% | -14.2% |
| TSLA | Buy | TESLA INC | $1,380,357 | +28.2% | 8,617 | +3.1% | 0.58% | +28.9% |
| NTRS | Buy | NORTHERN TR CORP | $1,376,808 | -18.1% | 17,874 | +5.3% | 0.58% | -17.8% |
| TRV | Sell | TRAVELERS COMPANIES INC | $1,363,307 | -19.0% | 7,563 | -17.5% | 0.57% | -18.6% |
| CSCO | Sell | CISCO SYS INC | $1,354,820 | -21.7% | 29,098 | -21.1% | 0.57% | -21.3% |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $1,331,551 | -11.8% | 9,131 | -11.9% | 0.56% | -11.4% |
| MUB | Buy | ISHARES TRnational mun etf | $1,108,245 | +94.3% | 10,376 | +96.8% | 0.47% | +95.0% |
| Buy | HEALTHCARE RLTY TR | $1,059,537 | +12.7% | 54,503 | +21.3% | 0.44% | +13.2% | |
| MWA | Sell | MUELLER WTR PRODS INC | $1,007,664 | -4.1% | 75,480 | -14.4% | 0.42% | -3.6% |
| IYW | Sell | ISHARES TRu.s. tech etf | $993,625 | +3.6% | 10,764 | -12.6% | 0.42% | +4.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $966,357 | +147.3% | 4,656 | +152.1% | 0.41% | +149.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $929,686 | -26.6% | 19,232 | -23.9% | 0.39% | -26.2% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $919,036 | -29.2% | 12,015 | -29.3% | 0.39% | -28.8% |
| WMT | Sell | WALMART INC | $859,236 | -38.1% | 5,676 | -42.4% | 0.36% | -37.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $847,345 | -7.9% | 7,819 | -22.0% | 0.36% | -7.5% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $840,631 | -36.1% | 3,238 | -36.8% | 0.35% | -35.8% |
| SHY | New | ISHARES TR1 3 yr treas bd | $805,689 | – | 9,815 | +100.0% | 0.34% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $768,709 | -15.9% | 3,759 | -19.2% | 0.32% | -15.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $767,073 | -12.9% | 4,706 | -9.2% | 0.32% | -12.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $715,357 | -26.0% | 5,134 | -25.1% | 0.30% | -25.5% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $716,314 | +33.6% | 5,057 | +33.2% | 0.30% | +34.4% |
| FB | Sell | META PLATFORMS INCcl a | $713,294 | +60.1% | 2,990 | -10.7% | 0.30% | +61.3% |
| GMED | New | GLOBUS MED INCcl a | $688,462 | – | 11,967 | +100.0% | 0.29% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $675,397 | +93.3% | 17,412 | +99.2% | 0.28% | +94.5% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $671,998 | +207.7% | 12,820 | +217.7% | 0.28% | +209.9% |
| BAC | Buy | BANK AMERICA CORP | $666,336 | -12.9% | 23,065 | +1.7% | 0.28% | -12.5% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $657,024 | – | 4,749 | +100.0% | 0.28% | – |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $651,218 | +64.2% | 12,936 | +64.0% | 0.27% | +65.1% |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $636,580 | – | 15,373 | +100.0% | 0.27% | – |
| DIS | Sell | DISNEY WALT CO | $617,181 | -9.7% | 6,176 | -10.5% | 0.26% | -9.4% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $610,417 | -33.3% | 8,503 | -27.5% | 0.26% | -33.0% |
| KR | Buy | KROGER CO | $569,784 | +6.9% | 11,787 | +0.1% | 0.24% | +7.2% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $554,887 | -9.2% | 11,766 | -8.3% | 0.23% | -8.6% |
| SYK | Buy | STRYKER CORPORATION | $537,094 | +19.2% | 1,801 | +0.7% | 0.23% | +20.2% |
| MCD | Buy | MCDONALDS CORP | $531,506 | +30.9% | 1,803 | +18.1% | 0.22% | +31.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $514,317 | +69.5% | 1,026 | +62.1% | 0.22% | +70.1% |
| HD | Sell | HOME DEPOT INC | $510,955 | -32.0% | 1,738 | -25.2% | 0.22% | -31.5% |
| IGSB | New | ISHARES TR | $506,474 | – | 10,015 | +100.0% | 0.21% | – |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $490,438 | +1.0% | 14,916 | -2.2% | 0.21% | +1.5% |
| V | Sell | VISA INC | $480,403 | -2.9% | 2,098 | -7.0% | 0.20% | -2.4% |
| NTR | NUTRIEN LTD | $469,545 | -10.8% | 6,805 | 0.0% | 0.20% | -10.5% | |
| CB | Buy | CHUBB LIMITED | $454,821 | -6.3% | 2,285 | +3.8% | 0.19% | -5.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $448,562 | +38.7% | 915 | +34.8% | 0.19% | +39.3% |
| ATR | Sell | APTARGROUP INC | $445,106 | -22.2% | 3,818 | -25.2% | 0.19% | -21.8% |
| SHOP | Sell | SHOPIFY INCcl a | $444,205 | +3.9% | 9,334 | -14.5% | 0.19% | +4.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $445,741 | -13.4% | 6,471 | -11.7% | 0.19% | -13.0% |
| CVGW | New | CALAVO GROWERS INC | $428,563 | – | 13,785 | +100.0% | 0.18% | – |
| ICUI | Sell | ICU MED INC | $423,447 | -68.2% | 2,247 | -70.5% | 0.18% | -68.0% |
| AVO | Buy | MISSION PRODUCE INC | $411,090 | -0.1% | 36,639 | +6.7% | 0.17% | +0.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $411,038 | -32.3% | 4,913 | -27.6% | 0.17% | -31.9% |
| New | AMERICAN CENTY ETF TRavantis all eqt | $405,658 | – | 7,039 | +100.0% | 0.17% | – | |
| HEFA | Sell | ISHARES TRhdg msci eafe | $403,950 | -75.6% | 13,380 | -76.8% | 0.17% | -75.5% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $391,889 | -40.5% | 3,109 | -52.3% | 0.16% | -40.0% |
| ORCL | Buy | ORACLE CORP | $388,809 | +48.8% | 4,091 | +35.7% | 0.16% | +49.5% |
| Buy | AMERICAN CENTY ETF TRinternational lr | $386,223 | +54.6% | 7,860 | +51.9% | 0.16% | +55.8% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $383,183 | +33.6% | 8,267 | +29.5% | 0.16% | +34.2% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $378,098 | -11.6% | 4,728 | -10.5% | 0.16% | -11.2% |
| TDOC | Sell | TELADOC HEALTH INC | $365,348 | -2.0% | 13,329 | -5.8% | 0.15% | -1.9% |
| LULU | New | LULULEMON ATHLETICA INC | $364,469 | – | 964 | +100.0% | 0.15% | – |
| IYC | Sell | ISHARES TRus consum discre | $360,970 | -22.5% | 5,634 | -26.4% | 0.15% | -22.1% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $362,522 | -6.0% | 2,442 | -3.4% | 0.15% | -5.6% |
| PB | Sell | PROSPERITY BANCSHARES INC | $358,513 | -27.1% | 5,750 | -14.8% | 0.15% | -26.7% |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $359,035 | – | 3,390 | +100.0% | 0.15% | – |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $353,220 | -30.5% | 951 | -36.1% | 0.15% | -30.2% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $340,405 | -10.9% | 1,515 | -0.3% | 0.14% | -10.6% |
| XOM | Sell | EXXON MOBIL CORP | $336,354 | -1.7% | 2,879 | -6.9% | 0.14% | -1.4% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $331,480 | -36.7% | 1,361 | -36.5% | 0.14% | -36.5% |
| APH | Sell | AMPHENOL CORP NEWcl a | $328,273 | -8.2% | 4,389 | -3.2% | 0.14% | -8.0% |
| NKE | Sell | NIKE INCcl b | $320,994 | -19.3% | 2,554 | -18.8% | 0.14% | -18.7% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $318,531 | +7.7% | 1,542 | -6.2% | 0.13% | +8.1% |
| BA | Sell | BOEING CO | $308,442 | -29.7% | 1,497 | -28.5% | 0.13% | -29.0% |
| PEP | Buy | PEPSICO INC | $310,143 | +53.9% | 1,635 | +39.3% | 0.13% | +54.8% |
| IEUR | Sell | ISHARES TRcore msci euro | $306,185 | -77.4% | 5,613 | -78.6% | 0.13% | -77.2% |
| DEO | Buy | DIAGEO PLCspon adr new | $305,639 | +3.9% | 1,615 | +0.7% | 0.13% | +4.1% |
| New | AMERICAN CENTY ETF TRavantis us small | $303,005 | – | 7,186 | +100.0% | 0.13% | – | |
| VV | VANGUARD INDEX FDSlarge cap etf | $301,788 | +5.4% | 1,605 | 0.0% | 0.13% | +5.8% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $300,804 | +3.3% | 805 | +2.0% | 0.13% | +3.3% |
| AVGO | Sell | BROADCOM INC | $291,580 | -9.8% | 472 | -16.2% | 0.12% | -8.9% |
| SBUX | Sell | STARBUCKS CORP | $290,331 | -17.7% | 2,575 | -23.3% | 0.12% | -17.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $285,899 | +9.9% | 2,621 | +12.2% | 0.12% | +10.1% |
| IXUS | Sell | ISHARES TRcore msci total | $282,645 | -82.8% | 4,485 | -83.1% | 0.12% | -82.7% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $283,899 | -3.1% | 2,013 | -0.3% | 0.12% | -3.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $281,472 | -9.4% | 2,832 | -12.7% | 0.12% | -9.2% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $273,178 | +6.0% | 1,370 | 0.0% | 0.12% | +6.5% | |
| MRK | Buy | MERCK & CO INC | $266,365 | +10.2% | 2,313 | +4.1% | 0.11% | +10.9% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $261,748 | -39.1% | 3,082 | -38.5% | 0.11% | -38.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $260,210 | -10.6% | 1,663 | -16.3% | 0.11% | -10.7% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $257,433 | – | 474 | +100.0% | 0.11% | – |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $253,304 | -40.7% | 1,894 | -38.1% | 0.11% | -40.8% |
| LLY | Buy | LILLY ELI & CO | $249,043 | +12.8% | 638 | +1.8% | 0.10% | +14.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $244,049 | +16.9% | 886 | +18.0% | 0.10% | +18.4% |
| PNC | New | PNC FINL SVCS GROUP INC | $239,013 | – | 1,867 | +100.0% | 0.10% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $232,679 | – | 8,403 | +100.0% | 0.10% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $226,775 | – | 3,072 | +100.0% | 0.10% | – |
| HYMB | New | SPDR SER TRnuveen bloomberg | $227,020 | – | 9,106 | +100.0% | 0.10% | – |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $218,865 | -2.9% | 575 | -15.1% | 0.09% | -2.1% |
| ABBV | New | ABBVIE INC | $217,946 | – | 1,464 | +100.0% | 0.09% | – |
| NVO | Sell | NOVO-NORDISK A Sadr | $215,660 | -12.9% | 1,299 | -26.7% | 0.09% | -11.7% |
| PSX | Sell | PHILLIPS 66 | $214,244 | -23.5% | 2,192 | -19.6% | 0.09% | -23.1% |
| CVX | Sell | CHEVRON CORP NEW | $212,694 | -14.8% | 1,274 | -9.5% | 0.09% | -14.4% |
| Sell | DRAFTKINGS INC NEW | $204,195 | +1.4% | 9,747 | -32.8% | 0.09% | +2.4% | |
| F | Sell | FORD MTR CO DEL | $138,769 | -17.9% | 11,953 | -12.3% | 0.06% | -18.3% |
| NGL | NGL ENERGY PARTNERS LP | $57,000 | +92.6% | 20,000 | 0.0% | 0.02% | +100.0% | |
| SLQT | SELECTQUOTE INC | $16,350 | +52.7% | 15,000 | 0.0% | 0.01% | +75.0% | |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -2,794 | -100.0% | -0.09% | – |
| GLW | Exit | CORNING INC | $0 | – | -6,014 | -100.0% | -0.09% | – |
| IYK | Exit | ISHARES TRus consm staples | $0 | – | -1,101 | -100.0% | -0.09% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -5,351 | -100.0% | -0.09% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,791 | -100.0% | -0.09% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -943 | -100.0% | -0.09% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -3,965 | -100.0% | -0.10% | – |
| CALM | Exit | CAL MAINE FOODS INC | $0 | – | -4,202 | -100.0% | -0.10% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -3,440 | -100.0% | -0.10% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -1,114 | -100.0% | -0.10% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -10,991 | -100.0% | -0.11% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -2,573 | -100.0% | -0.12% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -7,896 | -100.0% | -0.14% | – |
| SJW | Exit | SJW GROUP | $0 | – | -4,618 | -100.0% | -0.15% | – |
| CDC | Exit | VICTORY PORTFOLIOS II | $0 | – | -6,204 | -100.0% | -0.16% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -4,912 | -100.0% | -0.18% | – |
| EQC | Exit | EQUITY COMWLTH | $0 | – | -19,092 | -100.0% | -0.20% | – |
| AJRD | Exit | AEROJET ROCKETDYNE HLDGS INC | $0 | – | -8,678 | -100.0% | -0.20% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -3,082 | -100.0% | -0.21% | – |
| IPAC | Exit | ISHARES TRcore msci pac | $0 | – | -11,403 | -100.0% | -0.27% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -2,441 | -100.0% | -0.28% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -9,124 | -100.0% | -0.30% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -11,305 | -100.0% | -0.34% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -10,216 | -100.0% | -0.40% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -24,591 | -100.0% | -0.45% | – |
| FF | Exit | FUTUREFUEL CORP | $0 | – | -192,350 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-28
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.