COLLECTIVE FAMILY OFFICE LLC Diversified Active

CIK: 0001845066 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 14, 2022

Total Value ($000): $200,921 (100.0% shares, 0.0% debt)

Holdings (166)

INVESCO EXCH TRD SLF IDX FD 4.2%
Value ($000) $8,532 Shares 373,898 Est. Cost $23.80 Unrealized
PFFD GLOBAL X FDS 4.1%
Value ($000) $8,179 Shares 398,761 Est. Cost $24.96 Unrealized
VBR VANGUARD INDEX FDS 3.9%
Value ($000) $7,901 Shares 55,097 Est. Cost $157.17 Unrealized
VTV VANGUARD INDEX FDS 3.5%
Value ($000) $7,073 Shares 57,283 Est. Cost $132.45 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 2.5%
Value ($000) $5,089 Shares 101,171 Est. Cost $50.87 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $4,874 Shares 13,646 Est. Cost $404.38 Unrealized
DFNM DIMENSIONAL ETF TRUST 2.4%
Value ($000) $4,724 Shares 101,261 Est. Cost $47.76 Unrealized
PFF ISHARES TR 2.3%
Value ($000) $4,690 Shares 148,074 Est. Cost $36.69 Unrealized
EMLC VANECK ETF TRUST 2.0%
Value ($000) $3,995 Shares 175,229 Est. Cost $29.73 Unrealized
FNDF SCHWAB STRATEGIC TR 2.0%
Value ($000) $3,992 Shares 158,739 Est. Cost $30.79 Unrealized
FNDX SCHWAB STRATEGIC TR 1.9%
Value ($000) $3,890 Shares 81,440 Est. Cost $48.77 Unrealized
SLYV SPDR SER TR 1.9%
Value ($000) $3,765 Shares 56,072 Est. Cost $73.09 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 1.7%
Value ($000) $3,359 Shares 1,890 Est. Cost $118.00 Unrealized +57.4%
BSJO INVESCO EXCH TRD SLF IDX FD 1.6%
Value ($000) $3,236 Shares 149,661 Est. Cost $23.12 Unrealized
FNDA SCHWAB STRATEGIC TR 1.6%
Value ($000) $3,178 Shares 74,733 Est. Cost $51.42 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.5%
Value ($000) $3,001 Shares 48,418 Est. Cost $80.67 Unrealized
VOO VANGUARD INDEX FDS 1.5%
Value ($000) $2,920 Shares 8,893 Est. Cost $350.59 Unrealized
SUB ISHARES TR 1.4%
Value ($000) $2,800 Shares 27,276 Est. Cost $104.67 Unrealized
AVEM AMERICAN CENTY ETF TR 1.4%
Value ($000) $2,787 Shares 60,676 Est. Cost $54.60 Unrealized
DISV DIMENSIONAL ETF TRUST 1.4%
Value ($000) $2,741 Shares 147,666 Est. Cost $20.61 Unrealized
FNDC SCHWAB STRATEGIC TR 1.3%
Value ($000) $2,643 Shares 97,197 Est. Cost $34.79 Unrealized
SLQD ISHARES TR 1.3%
Value ($000) $2,590 Shares 54,650 Est. Cost $49.43 Unrealized
AVRE AMERICAN CENTY ETF TR 1.3%
Value ($000) $2,536 Shares 65,032 Est. Cost $43.74 Unrealized
AVDV AMERICAN CENTY ETF TR 1.2%
Value ($000) $2,499 Shares 52,607 Est. Cost $61.58 Unrealized
SCHD SCHWAB STRATEGIC TR 1.2%
Value ($000) $2,445 Shares 36,813 Est. Cost $64.80 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $2,323 Shares 47,982 Est. Cost $48.41 Unrealized
DFIS DIMENSIONAL ETF TRUST 1.1%
Value ($000) $2,307 Shares 124,841 Est. Cost $20.54 Unrealized
EFV ISHARES TR 1.1%
Value ($000) $2,258 Shares 58,613 Est. Cost $47.75 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $2,246 Shares 16,252 Est. Cost $120.93 Unrealized +27.6%
DFAE DIMENSIONAL ETF TRUST 1.1%
Value ($000) $2,207 Shares 109,836 Est. Cost $26.00 Unrealized
AVUV AMERICAN CENTY ETF TR 1.1%
Value ($000) $2,122 Shares 32,089 Est. Cost $78.74 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.0%
Value ($000) $1,984 Shares 77,001 Est. Cost $27.95 Unrealized
FNDE SCHWAB STRATEGIC TR 0.9%
Value ($000) $1,880 Shares 80,206 Est. Cost $24.30 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,867 Shares 8,016 Est. Cost $206.04 Unrealized +24.7%
VB VANGUARD INDEX FDS 0.9%
Value ($000) $1,782 Shares 10,425 Est. Cost $196.29 Unrealized
HDV ISHARES TR 0.8%
Value ($000) $1,695 Shares 18,565 Est. Cost $102.94 Unrealized
VYM VANGUARD WHITEHALL FDS 0.8%
Value ($000) $1,664 Shares 17,536 Est. Cost $98.45 Unrealized
VXUS VANGUARD STAR FDS 0.8%
Value ($000) $1,588 Shares 34,700 Est. Cost $45.76 Unrealized
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,486 Shares 24,555 Est. Cost $68.98 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $1,480 Shares 10,949 Est. Cost $144.05 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,434 Shares 10,683 Est. Cost $82.50 Unrealized +54.1%
GOOGL ALPHABET INC 0.7%
Value ($000) $1,393 Shares 14,560 Est. Cost $108.49 Unrealized +1.4%
BCI ABRDN ETFS 0.7%
Value ($000) $1,373 Shares 53,136 Est. Cost $23.38 Unrealized
VOE VANGUARD INDEX FDS 0.7%
Value ($000) $1,329 Shares 10,914 Est. Cost $131.53 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,257 Shares 27,023 Est. Cost $46.52 Unrealized
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,246 Shares 32,957 Est. Cost $75.29 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.6%
Value ($000) $1,195 Shares 22,959 Est. Cost $66.57 Unrealized
AVLV AMERICAN CENTY ETF TR 0.6%
Value ($000) $1,162 Shares 26,159 Est. Cost $44.88 Unrealized
EBND SPDR SER TR 0.6%
Value ($000) $1,130 Shares 59,550 Est. Cost $23.92 Unrealized
IDV ISHARES TR 0.5%
Value ($000) $1,104 Shares 49,010 Est. Cost $28.90 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,075 Shares 49,353 Est. Cost $21.78 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,010 Shares 8,934 Est. Cost $127.12 Unrealized -0.6%
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $995 Shares 47,672 Est. Cost $21.43 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $968 Shares 2,699 Est. Cost $375.40 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $964 Shares 5,128 Est. Cost $209.08 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $897 Shares 19,435 Est. Cost $58.52 Unrealized
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $878 Shares 3,926 Est. Cost $223.72 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $874 Shares 24,034 Est. Cost $47.65 Unrealized
HPQ HP INC 0.4%
Value ($000) $868 Shares 34,820 Est. Cost $26.65 Unrealized +1.3%
SGOL ABRDN GOLD ETF TRUST 0.4%
Value ($000) $866 Shares 54,395 Est. Cost $17.28 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $853 Shares 15,740 Est. Cost $56.29 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.4%
Value ($000) $844 Shares 14,675 Est. Cost $57.51 Unrealized
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $816 Shares 2,655 Est. Cost $367.62 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $810 Shares 3,788 Est. Cost $255.76 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.4%
Value ($000) $795 Shares 36,875 Est. Cost $27.88 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $791 Shares 3,608 Est. Cost $229.81 Unrealized
VIS VANGUARD WORLD FDS 0.4%
Value ($000) $780 Shares 4,951 Est. Cost $173.58 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $777 Shares 1,539 Est. Cost $309.12 Unrealized +60.2%
IWM ISHARES TR 0.4%
Value ($000) $777 Shares 4,711 Est. Cost $201.82 Unrealized
IWN ISHARES TR 0.4%
Value ($000) $776 Shares 6,020 Est. Cost $128.90 Unrealized
BARRICK GOLD CORP 0.4%
Value ($000) $774 Shares 49,920 Est. Cost $16.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $758 Shares 20,774 Est. Cost $51.12 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.4%
Value ($000) $753 Shares 63,475 Est. Cost $14.60 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $730 Shares 5,078 Est. Cost $78.51 Unrealized +69.2%
DFAC DIMENSIONAL ETF TRUST 0.4%
Value ($000) $729 Shares 32,778 Est. Cost $26.78 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $688 Shares 24,460 Est. Cost $31.73 Unrealized
SCHC SCHWAB STRATEGIC TR 0.3%
Value ($000) $681 Shares 24,543 Est. Cost $39.37 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $675 Shares 30,746 Est. Cost $23.33 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $665 Shares 15,203 Est. Cost $30.45 Unrealized +32.7%
BSJP INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $656 Shares 30,161 Est. Cost $21.75 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $653 Shares 15,415 Est. Cost $52.04 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $624 Shares 8,600 Est. Cost $100.59 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $622 Shares 5,819 Est. Cost $70.76 Unrealized +40.4%
HD HOME DEPOT INC 0.3%
Value ($000) $606 Shares 2,198 Est. Cost $246.19 Unrealized +9.9%
AVSC AMERICAN CENTY ETF TR 0.3%
Value ($000) $601 Shares 15,192 Est. Cost $40.69 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.3%
Value ($000) $601 Shares 14,689 Est. Cost $42.86 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $585 Shares 12,899 Est. Cost $49.42 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $566 Shares 5,417 Est. Cost $107.34 Unrealized -1.6%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $565 Shares 4,758 Est. Cost $101.35 Unrealized +14.1%
MRK MERCK & CO INC 0.3%
Value ($000) $550 Shares 6,386 Est. Cost $63.28 Unrealized +27.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $546 Shares 3,343 Est. Cost $129.48 Unrealized +18.1%
VPL VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $537 Shares 9,355 Est. Cost $75.93 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $533 Shares 1,129 Est. Cost $352.45 Unrealized +41.3%
IJR ISHARES TR 0.3%
Value ($000) $524 Shares 6,008 Est. Cost $92.40 Unrealized
YORW YORK WTR CO 0.3%
Value ($000) $522 Shares 13,578 Est. Cost $42.06 Unrealized -6.0%
SCZ ISHARES TR 0.3%
Value ($000) $521 Shares 10,676 Est. Cost $64.04 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $512 Shares 9,174 Est. Cost $105.58 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $500 Shares 1,547 Est. Cost $144.36 Unrealized +113.4%
IMCV ISHARES TR 0.2%
Value ($000) $480 Shares 8,586 Est. Cost $55.90 Unrealized
VAW VANGUARD WORLD FDS 0.2%
Value ($000) $478 Shares 3,221 Est. Cost $168.49 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $470 Shares 15,467 Est. Cost $34.72 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $467 Shares 9,125 Est. Cost $53.49 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $463 Shares 8,790 Est. Cost $52.67 Unrealized
FREYEUR FREYR BATTERY 0.2%
Value ($000) $462 Shares 32,419 Est. Cost $14.25 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $438 Shares 7,818 Est. Cost $73.17 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $436 Shares 3,592 Est. Cost $20.17 Unrealized -21.7%
BX BLACKSTONE INC 0.2%
Value ($000) $435 Shares 5,200 Est. Cost $87.28 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $433 Shares 3,831 Est. Cost $129.23 Unrealized -1.7%
DLS WISDOMTREE TR 0.2%
Value ($000) $429 Shares 8,336 Est. Cost $71.30 Unrealized
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $426 Shares 1,813 Est. Cost $275.27 Unrealized
V VISA INC 0.2%
Value ($000) $416 Shares 2,339 Est. Cost $197.52 Unrealized +0.4%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $411 Shares 13,867 Est. Cost $31.59 Unrealized
SHYG ISHARES TR 0.2%
Value ($000) $399 Shares 10,000 Est. Cost $39.90 Unrealized
MTB M & T BK CORP 0.2%
Value ($000) $397 Shares 2,253 Est. Cost $106.01 Unrealized +49.1%
CSX CSX CORP 0.2%
Value ($000) $396 Shares 14,867 Est. Cost $30.16 Unrealized -1.9%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $376 Shares 1,753 Est. Cost $202.78 Unrealized +12.8%
CG CARLYLE GROUP INC 0.2%
Value ($000) $372 Shares 14,400 Est. Cost $29.10 Unrealized 0.0%
XBI SPDR SER TR 0.2%
Value ($000) $362 Shares 4,560 Est. Cost $76.09 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $351 Shares 17,400 Est. Cost $22.09 Unrealized
PATTERSON COS INC 0.2%
Value ($000) $351 Shares 14,625 Est. Cost $31.06 Unrealized
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $346 Shares 4,650 Est. Cost $89.65 Unrealized
WMT WALMART INC 0.2%
Value ($000) $343 Shares 2,646 Est. Cost $44.77 Unrealized -6.2%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $342 Shares 15,265 Est. Cost $30.42 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $340 Shares 2,387 Est. Cost $155.08 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $336 Shares 6,704 Est. Cost $50.59 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $331 Shares 1,227 Est. Cost $246.13 Unrealized +14.5%
DVY ISHARES TR 0.2%
Value ($000) $330 Shares 3,078 Est. Cost $128.01 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $329 Shares 2,948 Est. Cost $105.99 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $309 Shares 6,414 Est. Cost $54.80 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $307 Shares 2,135 Est. Cost $167.53 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $305 Shares 1,312 Est. Cost $244.17 Unrealized -7.3%
LQDH ISHARES U S ETF TR 0.1%
Value ($000) $299 Shares 3,375 Est. Cost $94.90 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $286 Shares 1,675 Est. Cost $212.05 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $284 Shares 1,703 Est. Cost $167.00 Unrealized -2.9%
ETN EATON CORP PLC 0.1%
Value ($000) $283 Shares 2,123 Est. Cost $110.06 Unrealized +21.2%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $283 Shares 2,240 Est. Cost $122.87 Unrealized +6.3%
HYD VANECK ETF TRUST 0.1%
Value ($000) $280 Shares 5,600 Est. Cost $53.93 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $278 Shares 3,500 Est. Cost $79.43 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $269 Shares 2,586 Est. Cost $134.57 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $266 Shares 1,779 Est. Cost $112.68 Unrealized +26.0%
PULS PGIM ETF TR 0.1%
Value ($000) $265 Shares 5,406 Est. Cost $49.12 Unrealized
VOX VANGUARD WORLD FDS 0.1%
Value ($000) $264 Shares 3,200 Est. Cost $119.45 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $262 Shares 23,092 Est. Cost $16.31 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $261 Shares 4,656 Est. Cost $45.39 Unrealized +23.5%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $259 Shares 6,658 Est. Cost $43.84 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $259 Shares 12,725 Est. Cost $21.29 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $257 Shares 2,303 Est. Cost $93.49 Unrealized +4.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $253 Shares 4,103 Est. Cost $51.19 Unrealized +9.0%
AVGO BROADCOM INC 0.1%
Value ($000) $253 Shares 569 Est. Cost $37.40 Unrealized +28.6%
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $253 Shares 44,341 Est. Cost $6.33 Unrealized
DE DEERE & CO 0.1%
Value ($000) $245 Shares 733 Est. Cost $241.26 Unrealized +35.3%
PEP PEPSICO INC 0.1%
Value ($000) $241 Shares 1,478 Est. Cost $118.40 Unrealized +30.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $241 Shares 625 Est. Cost $324.56 Unrealized +17.3%
IVLU ISHARES TR 0.1%
Value ($000) $239 Shares 12,078 Est. Cost $22.87 Unrealized
AVIV AMERICAN CENTY ETF TR 0.1%
Value ($000) $238 Shares 6,270 Est. Cost $45.91 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $238 Shares 7,881 Est. Cost $31.78 Unrealized -3.7%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $231 Shares 1,006 Est. Cost $187.47 Unrealized +22.4%
IUSG ISHARES TR 0.1%
Value ($000) $216 Shares 2,700 Est. Cost $80.00 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $215 Shares 2,096 Est. Cost $102.58 Unrealized
XT ISHARES TR 0.1%
Value ($000) $210 Shares 4,713 Est. Cost $57.29 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $210 Shares 1,225 Est. Cost $175.53 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $203 Shares 2,102 Est. Cost $108.63 Unrealized -7.9%
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $169 Shares 10,000 Est. Cost $16.90 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.1%
Value ($000) $166 Shares 105,920 Est. Cost $5.72 Unrealized -60.4%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $119 Shares 10,000 Est. Cost $12.30 Unrealized
LUMINAR TECHNOLOGIES INC 0.1%
Value ($000) $118 Shares 16,150 Est. Cost $7.31 Unrealized