$165 Million is the total value of CAPITAL PERFORMANCE ADVISORS LLP's 49 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 25.9% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 21.5% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 11.0% |
| ISHARES TR | 11 | Q2 2024 | 6.6% |
| APPLE INC | 11 | Q2 2024 | 6.4% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.6% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 2.5% |
| MICROSOFT CORP | 11 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.1% |
View CAPITAL PERFORMANCE ADVISORS LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-26 |
View CAPITAL PERFORMANCE ADVISORS LLP'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.