COLLECTIVE FAMILY OFFICE LLC Diversified Active

CIK: 0001845066 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 14, 2021

Total Value ($000): $233,941 (100.0% shares, 0.0% debt)

Holdings (171)

PFFD GLOBAL X FDS 5.3%
Value ($000) $12,435 Shares 475,166 Est. Cost $25.84 Unrealized
SPY SPDR S&P 500 ETF TR 3.9%
Value ($000) $9,087 Shares 21,229 Est. Cost $403.47 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.9%
Value ($000) $9,047 Shares 387,450 Est. Cost $23.34 Unrealized
VBR VANGUARD INDEX FDS 3.6%
Value ($000) $8,412 Shares 48,440 Est. Cost $152.11 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.7%
Value ($000) $6,229 Shares 114,700 Est. Cost $51.12 Unrealized
EMLC VANECK VECTORS ETF TR 2.6%
Value ($000) $6,152 Shares 196,045 Est. Cost $32.25 Unrealized
VTV VANGUARD INDEX FDS 2.5%
Value ($000) $5,788 Shares 42,106 Est. Cost $129.18 Unrealized
MUB ISHARES TR 2.4%
Value ($000) $5,558 Shares 47,427 Est. Cost $117.09 Unrealized
VOO VANGUARD INDEX FDS 1.9%
Value ($000) $4,383 Shares 11,138 Est. Cost $345.71 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $4,339 Shares 16,018 Est. Cost $206.04 Unrealized +18.8%
DLS WISDOMTREE TR 1.8%
Value ($000) $4,262 Shares 57,064 Est. Cost $70.70 Unrealized
EBND SPDR SER TR 1.8%
Value ($000) $4,233 Shares 160,162 Est. Cost $26.14 Unrealized
SCHC SCHWAB STRATEGIC TR 1.8%
Value ($000) $4,202 Shares 100,998 Est. Cost $38.90 Unrealized
SCHA SCHWAB STRATEGIC TR 1.6%
Value ($000) $3,756 Shares 36,049 Est. Cost $92.47 Unrealized
SUB ISHARES TR 1.6%
Value ($000) $3,673 Shares 34,063 Est. Cost $107.94 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.5%
Value ($000) $3,624 Shares 124,019 Est. Cost $27.69 Unrealized
SLYV SPDR SER TR 1.5%
Value ($000) $3,623 Shares 42,270 Est. Cost $67.11 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.5%
Value ($000) $3,422 Shares 115,517 Est. Cost $28.24 Unrealized
SCHM SCHWAB STRATEGIC TR 1.4%
Value ($000) $3,352 Shares 42,828 Est. Cost $68.61 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $3,351 Shares 7,795 Est. Cost $375.40 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 1.3%
Value ($000) $3,091 Shares 1,932 Est. Cost $117.17 Unrealized +40.1%
VIGI VANGUARD WHITEHALL FDS 1.3%
Value ($000) $3,028 Shares 34,608 Est. Cost $82.28 Unrealized
SLQD ISHARES TR 1.3%
Value ($000) $2,975 Shares 57,393 Est. Cost $52.22 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $2,828 Shares 20,645 Est. Cost $117.94 Unrealized +7.2%
GOOGL ALPHABET INC 1.2%
Value ($000) $2,815 Shares 1,153 Est. Cost $83.49 Unrealized +38.8%
SCHG SCHWAB STRATEGIC TR 1.2%
Value ($000) $2,710 Shares 18,569 Est. Cost $128.41 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $2,566 Shares 746 Est. Cost $159.58 Unrealized +4.1%
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,511 Shares 33,207 Est. Cost $64.15 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $2,459 Shares 96,546 Est. Cost $25.40 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $2,409 Shares 10,694 Est. Cost $195.13 Unrealized
EFV ISHARES TR 1.0%
Value ($000) $2,319 Shares 44,800 Est. Cost $48.09 Unrealized
VYM VANGUARD WHITEHALL FDS 0.8%
Value ($000) $1,943 Shares 18,546 Est. Cost $95.50 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $1,938 Shares 6,758 Est. Cost $253.29 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $1,908 Shares 16,935 Est. Cost $79.93 Unrealized +18.6%
SGOL ABERDEEN STD GOLD ETF TR 0.8%
Value ($000) $1,898 Shares 111,707 Est. Cost $17.46 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $1,821 Shares 7,939 Est. Cost $201.82 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1,799 Shares 26,750 Est. Cost $60.22 Unrealized
VOX VANGUARD WORLD FDS 0.7%
Value ($000) $1,709 Shares 11,880 Est. Cost $120.18 Unrealized
IDV ISHARES TR 0.6%
Value ($000) $1,429 Shares 44,110 Est. Cost $29.47 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.6%
Value ($000) $1,421 Shares 20,900 Est. Cost $65.99 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.6%
Value ($000) $1,420 Shares 27,813 Est. Cost $51.03 Unrealized
VCR VANGUARD WORLD FDS 0.6%
Value ($000) $1,376 Shares 4,383 Est. Cost $275.27 Unrealized
VGT VANGUARD WORLD FDS 0.6%
Value ($000) $1,342 Shares 3,365 Est. Cost $353.72 Unrealized
META FACEBOOK INC 0.6%
Value ($000) $1,340 Shares 3,855 Est. Cost $272.07 Unrealized +17.1%
VOE VANGUARD INDEX FDS 0.6%
Value ($000) $1,314 Shares 9,350 Est. Cost $140.53 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $1,277 Shares 50,742 Est. Cost $25.10 Unrealized
VIS VANGUARD WORLD FDS 0.5%
Value ($000) $1,272 Shares 6,476 Est. Cost $173.58 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,254 Shares 8,102 Est. Cost $141.45 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $1,249 Shares 54,265 Est. Cost $23.10 Unrealized
JMUB J P MORGAN EXCHANGE-TRADED F 0.5%
Value ($000) $1,237 Shares 22,396 Est. Cost $55.03 Unrealized
SCHE SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,233 Shares 37,490 Est. Cost $31.23 Unrealized
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $1,224 Shares 22,129 Est. Cost $55.19 Unrealized
VHT VANGUARD WORLD FDS 0.5%
Value ($000) $1,217 Shares 4,926 Est. Cost $223.72 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,201 Shares 1,501 Est. Cost $13.35 Unrealized +19.7%
IJH ISHARES TR 0.5%
Value ($000) $1,166 Shares 4,338 Est. Cost $229.81 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,144 Shares 13,895 Est. Cost $79.60 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,131 Shares 4,766 Est. Cost $206.82 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,121 Shares 3,514 Est. Cost $242.50 Unrealized +17.0%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,112 Shares 7,147 Est. Cost $100.48 Unrealized +39.1%
EFA ISHARES TR 0.5%
Value ($000) $1,106 Shares 14,018 Est. Cost $73.55 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.5%
Value ($000) $1,095 Shares 21,245 Est. Cost $47.21 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $1,040 Shares 26,438 Est. Cost $38.90 Unrealized
V VISA INC 0.4%
Value ($000) $1,036 Shares 4,431 Est. Cost $197.52 Unrealized +11.9%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,034 Shares 47,908 Est. Cost $21.69 Unrealized
EFG ISHARES TR 0.4%
Value ($000) $1,016 Shares 9,475 Est. Cost $100.89 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1,012 Shares 8,957 Est. Cost $91.88 Unrealized
BCI ETFS TR 0.4%
Value ($000) $993 Shares 37,650 Est. Cost $23.75 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $981 Shares 4,152 Est. Cost $212.05 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $958 Shares 5,815 Est. Cost $128.26 Unrealized +13.0%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $890 Shares 6,071 Est. Cost $97.73 Unrealized +16.1%
DFAC DIMENSIONAL ETF TRUST 0.4%
Value ($000) $848 Shares 31,431 Est. Cost $26.98 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $841 Shares 2,099 Est. Cost $309.12 Unrealized +19.4%
SCZ ISHARES TR 0.3%
Value ($000) $809 Shares 10,909 Est. Cost $68.38 Unrealized
HPQ HP INC 0.3%
Value ($000) $789 Shares 26,125 Est. Cost $22.13 Unrealized +22.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $785 Shares 2,076 Est. Cost $324.56 Unrealized +4.3%
VDC VANGUARD WORLD FDS 0.3%
Value ($000) $776 Shares 4,250 Est. Cost $175.53 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $765 Shares 12,094 Est. Cost $62.68 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $753 Shares 1,286 Est. Cost $483.11 Unrealized +6.7%
DE DEERE & CO 0.3%
Value ($000) $741 Shares 2,101 Est. Cost $241.26 Unrealized +42.1%
SDY SPDR SER TR 0.3%
Value ($000) $740 Shares 6,048 Est. Cost $105.99 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $727 Shares 3,316 Est. Cost $166.83 Unrealized +15.2%
PFE PFIZER INC 0.3%
Value ($000) $722 Shares 18,428 Est. Cost $28.53 Unrealized +8.6%
WMT WALMART INC 0.3%
Value ($000) $705 Shares 4,997 Est. Cost $44.70 Unrealized -2.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $703 Shares 12,326 Est. Cost $41.91 Unrealized +17.1%
QCOM QUALCOMM INC 0.3%
Value ($000) $700 Shares 4,896 Est. Cost $124.71 Unrealized -2.1%
GLTR ABERDEEN STD PRECIOUS METALS 0.3%
Value ($000) $692 Shares 7,179 Est. Cost $92.63 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $679 Shares 6,442 Est. Cost $86.31 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $665 Shares 6,398 Est. Cost $90.97 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $655 Shares 2,277 Est. Cost $244.17 Unrealized +6.8%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $645 Shares 1,630 Est. Cost $347.39 Unrealized +3.4%
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $630 Shares 15,973 Est. Cost $36.30 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $628 Shares 965 Est. Cost $471.88 Unrealized
VAW VANGUARD WORLD FDS 0.3%
Value ($000) $618 Shares 3,420 Est. Cost $159.73 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $610 Shares 5,820 Est. Cost $68.37 Unrealized +27.4%
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $610 Shares 12,823 Est. Cost $32.04 Unrealized +38.8%
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $604 Shares 27,785 Est. Cost $21.81 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $588 Shares 10,666 Est. Cost $51.66 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $586 Shares 8,507 Est. Cost $49.35 Unrealized +13.2%
VIACOMCBS INC 0.2%
Value ($000) $572 Shares 12,655 Est. Cost $39.05 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $563 Shares 10,150 Est. Cost $37.22 Unrealized +26.4%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $546 Shares 25,874 Est. Cost $21.20 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $532 Shares 2,276 Est. Cost $187.47 Unrealized +16.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $532 Shares 364 Est. Cost $113.39 Unrealized +8.7%
MRK MERCK & CO INC 0.2%
Value ($000) $529 Shares 6,805 Est. Cost $63.06 Unrealized +1.7%
VOD VODAFONE GROUP PLC NEW 0.2%
Value ($000) $517 Shares 30,175 Est. Cost $16.48 Unrealized
CSX CSX CORP 0.2%
Value ($000) $516 Shares 16,080 Est. Cost $30.16 Unrealized +2.6%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $512 Shares 5,452 Est. Cost $86.28 Unrealized -6.3%
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $487 Shares 22,000 Est. Cost $22.27 Unrealized
CME CME GROUP INC 0.2%
Value ($000) $483 Shares 2,272 Est. Cost $140.15 Unrealized +25.3%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $470 Shares 10,985 Est. Cost $36.26 Unrealized +16.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $469 Shares 1,735 Est. Cost $199.71 Unrealized +10.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $464 Shares 3,439 Est. Cost $122.22 Unrealized -1.2%
TIP ISHARES TR 0.2%
Value ($000) $458 Shares 3,575 Est. Cost $127.16 Unrealized
NKE NIKE INC 0.2%
Value ($000) $453 Shares 2,933 Est. Cost $124.06 Unrealized +1.3%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $450 Shares 6,738 Est. Cost $50.13 Unrealized +7.5%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $448 Shares 5,476 Est. Cost $60.12 Unrealized +19.3%
KO COCA COLA CO 0.2%
Value ($000) $445 Shares 8,232 Est. Cost $45.06 Unrealized +4.9%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $432 Shares 1,483 Est. Cost $216.59 Unrealized +21.7%
URI UNITED RENTALS INC 0.2%
Value ($000) $431 Shares 1,350 Est. Cost $212.62 Unrealized +47.1%
LLY LILLY ELI & CO 0.2%
Value ($000) $422 Shares 1,837 Est. Cost $144.36 Unrealized +32.9%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $418 Shares 2,299 Est. Cost $155.67 Unrealized
XSW SPDR SER TR 0.2%
Value ($000) $416 Shares 2,425 Est. Cost $153.97 Unrealized
IVLU ISHARES TR 0.2%
Value ($000) $413 Shares 15,986 Est. Cost $22.77 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $405 Shares 11,033 Est. Cost $34.18 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $371 Shares 6,627 Est. Cost $43.73 Unrealized -0.7%
VFC V F CORP 0.2%
Value ($000) $357 Shares 4,351 Est. Cost $81.17 Unrealized +2.7%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.2%
Value ($000) $354 Shares 21,050 Est. Cost $18.26 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $348 Shares 5,709 Est. Cost $50.59 Unrealized +4.6%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $341 Shares 2,709 Est. Cost $114.11 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $336 Shares 6,333 Est. Cost $35.27 Unrealized +29.9%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $336 Shares 6,380 Est. Cost $51.45 Unrealized +7.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $318 Shares 3,208 Est. Cost $62.19 Unrealized +22.9%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $308 Shares 7,459 Est. Cost $30.64 Unrealized +19.3%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $307 Shares 1,609 Est. Cost $106.49 Unrealized +49.0%
T AT&T INC 0.1%
Value ($000) $306 Shares 10,633 Est. Cost $15.38 Unrealized +10.5%
MTB M & T BK CORP 0.1%
Value ($000) $306 Shares 2,105 Est. Cost $96.63 Unrealized +39.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $305 Shares 860 Est. Cost $313.36 Unrealized
KELLOGG CO 0.1%
Value ($000) $302 Shares 4,700 Est. Cost $47.02 Unrealized +9.7%
XT ISHARES TR 0.1%
Value ($000) $298 Shares 4,713 Est. Cost $57.29 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $287 Shares 5,649 Est. Cost $50.78 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $287 Shares 1,634 Est. Cost $145.95 Unrealized +20.4%
ABT ABBOTT LABS 0.1%
Value ($000) $286 Shares 2,464 Est. Cost $108.63 Unrealized -1.2%
SRNE SORRENTO THERAPEUTICS INC 0.1%
Value ($000) $279 Shares 28,760 Est. Cost $8.08 Unrealized -1.5%
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $279 Shares 8,392 Est. Cost $33.25 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $273 Shares 754 Est. Cost $267.92 Unrealized +19.5%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $269 Shares 481 Est. Cost $484.19 Unrealized +4.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $269 Shares 3,440 Est. Cost $65.99 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $269 Shares 1,817 Est. Cost $103.87 Unrealized +28.9%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $261 Shares 1,300 Est. Cost $175.68 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $260 Shares 633 Est. Cost $319.59 Unrealized +15.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $257 Shares 3,508 Est. Cost $65.93 Unrealized +0.9%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $254 Shares 3,628 Est. Cost $67.48 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $253 Shares 1,708 Est. Cost $118.40 Unrealized +6.6%
HMOP HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $253 Shares 6,000 Est. Cost $41.79 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $253 Shares 5,658 Est. Cost $44.72 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $252 Shares 1,367 Est. Cost $145.48 Unrealized +15.5%
REET ISHARES TR 0.1%
Value ($000) $251 Shares 9,072 Est. Cost $25.56 Unrealized
PJUN INNOVATOR ETFS TR 0.1%
Value ($000) $248 Shares 8,000 Est. Cost $31.00 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $243 Shares 2,988 Est. Cost $69.98 Unrealized +4.9%
AVGO BROADCOM INC 0.1%
Value ($000) $243 Shares 510 Est. Cost $34.82 Unrealized +20.8%
YORW YORK WTR CO 0.1%
Value ($000) $231 Shares 5,090 Est. Cost $40.94 Unrealized +9.4%
XYZ SQUARE INC 0.1%
Value ($000) $231 Shares 949 Est. Cost $233.92 Unrealized -0.8%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $226 Shares 2,500 Est. Cost $84.40 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $223 Shares 3,200 Est. Cost $119.07 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $222 Shares 1,660 Est. Cost $114.78 Unrealized -2.1%
BARRICK GOLD CORP 0.1%
Value ($000) $221 Shares 10,700 Est. Cost $20.65 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $220 Shares 1,146 Est. Cost $151.36 Unrealized +8.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $217 Shares 9,000 Est. Cost $24.11 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $215 Shares 2,534 Est. Cost $82.77 Unrealized -0.5%
LOW LOWES COS INC 0.1%
Value ($000) $201 Shares 1,037 Est. Cost $179.51 Unrealized 0.0%
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $22 Shares 3,500 Est. Cost $8.08 Unrealized -1.5%