COLLECTIVE FAMILY OFFICE LLC Diversified Active

CIK: 0001845066 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 12, 2023

Total Value ($000): $242,541 (100.0% shares, 0.0% debt)

Holdings (167)

INVESCO EXCH TRD SLF IDX FD 4.1%
Value ($000) $9,889 Shares 419,821 Est. Cost $23.77 Unrealized
DFNM DIMENSIONAL ETF TRUST 4.0%
Value ($000) $9,800 Shares 202,839 Est. Cost $47.80 Unrealized
VBR VANGUARD INDEX FDS 3.6%
Value ($000) $8,763 Shares 55,194 Est. Cost $157.21 Unrealized
PFFD GLOBAL X FDS 3.3%
Value ($000) $8,114 Shares 408,550 Est. Cost $24.34 Unrealized
VTV VANGUARD INDEX FDS 3.2%
Value ($000) $7,874 Shares 57,013 Est. Cost $132.93 Unrealized
EMLC VANECK ETF TRUST 3.1%
Value ($000) $7,501 Shares 297,088 Est. Cost $27.60 Unrealized
FNDF SCHWAB STRATEGIC TR 2.9%
Value ($000) $7,008 Shares 224,113 Est. Cost $30.36 Unrealized
FNDA SCHWAB STRATEGIC TR 2.5%
Value ($000) $5,986 Shares 122,987 Est. Cost $49.89 Unrealized
DFAE DIMENSIONAL ETF TRUST 2.4%
Value ($000) $5,924 Shares 257,327 Est. Cost $23.71 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $5,437 Shares 107,053 Est. Cost $50.84 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $5,370 Shares 13,117 Est. Cost $404.72 Unrealized
FNDC SCHWAB STRATEGIC TR 2.2%
Value ($000) $5,331 Shares 160,916 Est. Cost $33.46 Unrealized
VOO VANGUARD INDEX FDS 2.1%
Value ($000) $5,016 Shares 13,338 Est. Cost $355.34 Unrealized
AVDV AMERICAN CENTY ETF TR 2.0%
Value ($000) $4,869 Shares 83,255 Est. Cost $59.40 Unrealized
AVUV AMERICAN CENTY ETF TR 2.0%
Value ($000) $4,752 Shares 64,159 Est. Cost $76.62 Unrealized
FNDX SCHWAB STRATEGIC TR 1.9%
Value ($000) $4,550 Shares 82,848 Est. Cost $49.89 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 1.7%
Value ($000) $4,207 Shares 187,343 Est. Cost $22.96 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.7%
Value ($000) $4,188 Shares 56,840 Est. Cost $78.99 Unrealized
SLYV SPDR SER TR 1.6%
Value ($000) $3,917 Shares 51,416 Est. Cost $73.09 Unrealized
PFF ISHARES TR 1.6%
Value ($000) $3,796 Shares 121,577 Est. Cost $35.97 Unrealized
DISV DIMENSIONAL ETF TRUST 1.4%
Value ($000) $3,514 Shares 147,596 Est. Cost $20.78 Unrealized
DFIS DIMENSIONAL ETF TRUST 1.4%
Value ($000) $3,294 Shares 143,258 Est. Cost $20.78 Unrealized
EFV ISHARES TR 1.2%
Value ($000) $3,003 Shares 61,875 Est. Cost $47.75 Unrealized
AVLV AMERICAN CENTY ETF TR 1.2%
Value ($000) $2,880 Shares 56,355 Est. Cost $47.77 Unrealized
SCHD SCHWAB STRATEGIC TR 1.2%
Value ($000) $2,796 Shares 38,213 Est. Cost $65.22 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $2,651 Shares 16,079 Est. Cost $121.94 Unrealized +19.3%
VOE VANGUARD INDEX FDS 1.1%
Value ($000) $2,561 Shares 19,104 Est. Cost $133.10 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 1.0%
Value ($000) $2,360 Shares 1,387 Est. Cost $118.00 Unrealized +70.6%
DFCF DIMENSIONAL ETF TRUST 1.0%
Value ($000) $2,335 Shares 54,932 Est. Cost $41.99 Unrealized
FNDE SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,297 Shares 88,186 Est. Cost $24.52 Unrealized
VXUS VANGUARD STAR FDS 0.9%
Value ($000) $2,228 Shares 40,355 Est. Cost $46.81 Unrealized
AVIV AMERICAN CENTY ETF TR 0.9%
Value ($000) $2,210 Shares 45,866 Est. Cost $45.22 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $2,054 Shares 45,469 Est. Cost $44.98 Unrealized
AVEM AMERICAN CENTY ETF TR 0.8%
Value ($000) $2,012 Shares 38,042 Est. Cost $54.22 Unrealized
AVRE AMERICAN CENTY ETF TR 0.8%
Value ($000) $1,994 Shares 48,083 Est. Cost $43.43 Unrealized
REET ISHARES TR 0.8%
Value ($000) $1,949 Shares 85,001 Est. Cost $22.71 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,921 Shares 6,663 Est. Cost $206.04 Unrealized +21.1%
SCHM SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,828 Shares 26,945 Est. Cost $68.41 Unrealized
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,736 Shares 41,404 Est. Cost $68.22 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.7%
Value ($000) $1,729 Shares 27,909 Est. Cost $65.38 Unrealized
HDV ISHARES TR 0.7%
Value ($000) $1,719 Shares 16,905 Est. Cost $102.71 Unrealized
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $1,697 Shares 16,086 Est. Cost $98.45 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $1,617 Shares 10,498 Est. Cost $144.05 Unrealized
IXUS ISHARES TR 0.7%
Value ($000) $1,600 Shares 25,825 Est. Cost $58.08 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,394 Shares 26,452 Est. Cost $46.59 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $1,375 Shares 13,258 Est. Cost $108.49 Unrealized -12.2%
VGK VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,357 Shares 22,260 Est. Cost $58.77 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,353 Shares 8,489 Est. Cost $82.50 Unrealized +67.4%
BCI ABRDN ETFS 0.5%
Value ($000) $1,274 Shares 61,356 Est. Cost $23.20 Unrealized
SCHV SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,268 Shares 19,330 Est. Cost $66.02 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $1,267 Shares 7,103 Est. Cost $193.61 Unrealized
VB VANGUARD INDEX FDS 0.5%
Value ($000) $1,259 Shares 6,640 Est. Cost $196.09 Unrealized
BARRICK GOLD CORP 0.5%
Value ($000) $1,105 Shares 59,520 Est. Cost $17.01 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1,086 Shares 3,161 Est. Cost $244.55 Unrealized +34.9%
IXC ISHARES TR 0.4%
Value ($000) $1,036 Shares 27,437 Est. Cost $38.99 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,022 Shares 3,680 Est. Cost $20.39 Unrealized +6.0%
DFLV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,018 Shares 41,452 Est. Cost $24.53 Unrealized
IUSG ISHARES TR 0.4%
Value ($000) $959 Shares 10,805 Est. Cost $81.26 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $925 Shares 28,705 Est. Cost $30.77 Unrealized
IDV ISHARES TR 0.4%
Value ($000) $924 Shares 33,609 Est. Cost $28.71 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $915 Shares 10,600 Est. Cost $83.21 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $907 Shares 8,780 Est. Cost $127.12 Unrealized -24.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $903 Shares 5,537 Est. Cost $93.39 Unrealized +59.0%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $874 Shares 34,812 Est. Cost $25.14 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $848 Shares 9,055 Est. Cost $100.16 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $835 Shares 32,778 Est. Cost $26.78 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $828 Shares 3,471 Est. Cost $223.72 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $822 Shares 32,956 Est. Cost $21.83 Unrealized
IWN ISHARES TR 0.3%
Value ($000) $777 Shares 5,670 Est. Cost $131.73 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $777 Shares 3,113 Est. Cost $255.76 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $773 Shares 3,091 Est. Cost $235.12 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $770 Shares 14,405 Est. Cost $51.21 Unrealized
LAKELAND BANCORP INC 0.3%
Value ($000) $755 Shares 48,262 Est. Cost $15.64 Unrealized
IUSV ISHARES TR 0.3%
Value ($000) $752 Shares 10,188 Est. Cost $70.63 Unrealized
VIS VANGUARD WORLD FDS 0.3%
Value ($000) $739 Shares 3,880 Est. Cost $173.58 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $737 Shares 1,560 Est. Cost $317.22 Unrealized +44.1%
IVV ISHARES TR 0.3%
Value ($000) $737 Shares 1,793 Est. Cost $375.40 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $713 Shares 6,699 Est. Cost $64.40 Unrealized +53.2%
HD HOME DEPOT INC 0.3%
Value ($000) $690 Shares 2,338 Est. Cost $248.25 Unrealized +14.7%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $676 Shares 4,844 Est. Cost $70.76 Unrealized +73.8%
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $674 Shares 19,360 Est. Cost $31.83 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $658 Shares 12,993 Est. Cost $50.63 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $652 Shares 15,985 Est. Cost $31.33 Unrealized +16.7%
VWOB VANGUARD WHITEHALL FDS 0.3%
Value ($000) $628 Shares 10,075 Est. Cost $58.27 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $621 Shares 2,943 Est. Cost $209.08 Unrealized
SCHC SCHWAB STRATEGIC TR 0.3%
Value ($000) $607 Shares 18,016 Est. Cost $39.07 Unrealized
YORW YORK WTR CO 0.3%
Value ($000) $607 Shares 13,579 Est. Cost $42.06 Unrealized -0.9%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $596 Shares 1,547 Est. Cost $367.62 Unrealized
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $582 Shares 6,323 Est. Cost $98.47 Unrealized -5.2%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $572 Shares 14,170 Est. Cost $51.12 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $532 Shares 1,070 Est. Cost $355.78 Unrealized +32.5%
DE DEERE & CO 0.2%
Value ($000) $530 Shares 1,284 Est. Cost $307.84 Unrealized +29.0%
VAW VANGUARD WORLD FDS 0.2%
Value ($000) $524 Shares 2,946 Est. Cost $168.49 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $516 Shares 7,601 Est. Cost $75.93 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $506 Shares 18,789 Est. Cost $27.74 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $502 Shares 3,239 Est. Cost $129.48 Unrealized +14.2%
HPQ HP INC 0.2%
Value ($000) $483 Shares 16,450 Est. Cost $26.65 Unrealized -3.5%
V VISA INC 0.2%
Value ($000) $481 Shares 2,134 Est. Cost $197.52 Unrealized +10.3%
USMV ISHARES TR 0.2%
Value ($000) $481 Shares 6,611 Est. Cost $72.74 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $480 Shares 1,212 Est. Cost $246.13 Unrealized +65.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $479 Shares 3,675 Est. Cost $107.34 Unrealized +19.4%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $473 Shares 3,130 Est. Cost $124.44 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.2%
Value ($000) $469 Shares 10,062 Est. Cost $46.17 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $464 Shares 13,867 Est. Cost $31.59 Unrealized
EBND SPDR SER TR 0.2%
Value ($000) $447 Shares 21,054 Est. Cost $23.92 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $443 Shares 10,500 Est. Cost $43.71 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $433 Shares 3,391 Est. Cost $127.68 Unrealized -8.8%
EFA ISHARES TR 0.2%
Value ($000) $427 Shares 5,972 Est. Cost $73.00 Unrealized
CSX CSX CORP 0.2%
Value ($000) $422 Shares 14,092 Est. Cost $30.16 Unrealized -2.3%
CRM SALESFORCE INC 0.2%
Value ($000) $420 Shares 2,101 Est. Cost $167.53 Unrealized -0.4%
IEFA ISHARES TR 0.2%
Value ($000) $404 Shares 6,050 Est. Cost $52.67 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $396 Shares 2,310 Est. Cost $113.75 Unrealized +40.8%
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $394 Shares 1,560 Est. Cost $275.27 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $384 Shares 3,278 Est. Cost $127.34 Unrealized
CG CARLYLE GROUP INC 0.2%
Value ($000) $380 Shares 12,250 Est. Cost $29.17 Unrealized +3.0%
IJJ ISHARES TR 0.2%
Value ($000) $379 Shares 3,687 Est. Cost $102.77 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $367 Shares 1,796 Est. Cost $191.19 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $366 Shares 1,275 Est. Cost $244.54 Unrealized +10.5%
SCZ ISHARES TR 0.2%
Value ($000) $366 Shares 6,146 Est. Cost $63.82 Unrealized
IMCV ISHARES TR 0.2%
Value ($000) $365 Shares 5,893 Est. Cost $55.90 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $362 Shares 3,575 Est. Cost $103.78 Unrealized -3.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $356 Shares 1,111 Est. Cost $268.89 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $355 Shares 7,051 Est. Cost $50.57 Unrealized
SCHK SCHWAB STRATEGIC TR 0.1%
Value ($000) $344 Shares 8,705 Est. Cost $36.93 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $340 Shares 7,342 Est. Cost $49.42 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $332 Shares 4,350 Est. Cost $78.02 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $328 Shares 1,685 Est. Cost $209.23 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $326 Shares 2,195 Est. Cost $122.87 Unrealized +8.4%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $325 Shares 10,116 Est. Cost $34.72 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $320 Shares 3,434 Est. Cost $104.64 Unrealized -3.1%
EEM ISHARES TR 0.1%
Value ($000) $311 Shares 7,876 Est. Cost $38.18 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $301 Shares 2,747 Est. Cost $96.85 Unrealized +3.4%
IVLU ISHARES TR 0.1%
Value ($000) $299 Shares 12,078 Est. Cost $22.87 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $296 Shares 6,658 Est. Cost $43.84 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $292 Shares 1,529 Est. Cost $167.18 Unrealized +5.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $287 Shares 607 Est. Cost $324.56 Unrealized +33.5%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $282 Shares 13,386 Est. Cost $21.43 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $279 Shares 4,491 Est. Cost $46.06 Unrealized +20.3%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $276 Shares 5,715 Est. Cost $52.04 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $276 Shares 1,000 Est. Cost $242.98 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $273 Shares 752 Est. Cost $357.45 Unrealized 0.0%
SUB ISHARES TR 0.1%
Value ($000) $269 Shares 2,571 Est. Cost $104.67 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $265 Shares 2,743 Est. Cost $92.56 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $260 Shares 1,425 Est. Cost $118.40 Unrealized +34.0%
SGOL ABRDN GOLD ETF TRUST 0.1%
Value ($000) $256 Shares 13,571 Est. Cost $18.87 Unrealized
PATTERSON COS INC 0.1%
Value ($000) $249 Shares 9,297 Est. Cost $30.41 Unrealized
WMT WALMART INC 0.1%
Value ($000) $249 Shares 1,686 Est. Cost $45.79 Unrealized 0.0%
XT ISHARES TR 0.1%
Value ($000) $248 Shares 4,713 Est. Cost $57.29 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $245 Shares 1,334 Est. Cost $159.34 Unrealized +10.4%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $243 Shares 3,728 Est. Cost $105.58 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $241 Shares 1,948 Est. Cost $105.99 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $228 Shares 1,575 Est. Cost $139.96 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $223 Shares 4,259 Est. Cost $70.22 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $222 Shares 4,402 Est. Cost $54.26 Unrealized +0.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $222 Shares 2,263 Est. Cost $92.29 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $220 Shares 1,734 Est. Cost $112.68 Unrealized +19.5%
STT STATE STR CORP 0.1%
Value ($000) $219 Shares 2,899 Est. Cost $76.18 Unrealized 0.0%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $219 Shares 1,920 Est. Cost $121.28 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $218 Shares 1,069 Est. Cost $202.78 Unrealized -6.5%
NKE NIKE INC 0.1%
Value ($000) $214 Shares 1,746 Est. Cost $116.69 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $214 Shares 7,478 Est. Cost $31.78 Unrealized -3.8%
HSY HERSHEY CO 0.1%
Value ($000) $210 Shares 825 Est. Cost $217.16 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 1,375 Est. Cost $129.16 Unrealized
VOX VANGUARD WORLD FDS 0.1%
Value ($000) $203 Shares 2,100 Est. Cost $119.45 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $200 Shares 1,077 Est. Cost $161.35 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $188 Shares 22,920 Est. Cost $14.60 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.96 Unrealized 0.0%