COLLECTIVE FAMILY OFFICE LLC Diversified Active

CIK: 0001845066 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 13, 2023

Total Value ($000): $256,605 (100.0% shares, 0.0% debt)

Holdings (166)

DFNM DIMENSIONAL ETF TRUST 3.9%
Value ($000) $10,101 Shares 217,357 Est. Cost $47.78 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 3.7%
Value ($000) $9,539 Shares 424,245 Est. Cost $22.69 Unrealized
VTV VANGUARD INDEX FDS 3.2%
Value ($000) $8,254 Shares 59,843 Est. Cost $133.28 Unrealized
EMLC VANECK ETF TRUST 2.8%
Value ($000) $7,069 Shares 296,155 Est. Cost $27.50 Unrealized
DFAE DIMENSIONAL ETF TRUST 2.7%
Value ($000) $7,038 Shares 311,813 Est. Cost $23.65 Unrealized
FNDA SCHWAB STRATEGIC TR 2.7%
Value ($000) $6,971 Shares 143,761 Est. Cost $49.98 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 2.7%
Value ($000) $6,879 Shares 136,345 Est. Cost $50.77 Unrealized
PFFD GLOBAL X FDS 2.7%
Value ($000) $6,830 Shares 363,092 Est. Cost $24.23 Unrealized
VBR VANGUARD INDEX FDS 2.6%
Value ($000) $6,761 Shares 42,390 Est. Cost $157.21 Unrealized
AVUV AMERICAN CENTY ETF TR 2.6%
Value ($000) $6,702 Shares 85,972 Est. Cost $76.89 Unrealized
FNDF SCHWAB STRATEGIC TR 2.5%
Value ($000) $6,489 Shares 204,886 Est. Cost $30.38 Unrealized
PFF ISHARES TR 2.5%
Value ($000) $6,360 Shares 210,944 Est. Cost $33.80 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $6,112 Shares 14,298 Est. Cost $406.92 Unrealized
FNDC SCHWAB STRATEGIC TR 2.4%
Value ($000) $6,046 Shares 188,111 Est. Cost $33.31 Unrealized
AVDV AMERICAN CENTY ETF TR 2.2%
Value ($000) $5,704 Shares 98,595 Est. Cost $59.14 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 1.9%
Value ($000) $4,982 Shares 102,989 Est. Cost $48.66 Unrealized
VOO VANGUARD INDEX FDS 1.9%
Value ($000) $4,857 Shares 12,369 Est. Cost $355.34 Unrealized
FNDX SCHWAB STRATEGIC TR 1.6%
Value ($000) $4,127 Shares 73,738 Est. Cost $49.89 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.5%
Value ($000) $3,909 Shares 54,804 Est. Cost $78.46 Unrealized
AVLV AMERICAN CENTY ETF TR 1.5%
Value ($000) $3,771 Shares 71,589 Est. Cost $48.90 Unrealized
DISV DIMENSIONAL ETF TRUST 1.5%
Value ($000) $3,744 Shares 157,435 Est. Cost $20.96 Unrealized
EFV ISHARES TR 1.5%
Value ($000) $3,729 Shares 76,205 Est. Cost $47.98 Unrealized
SLYV SPDR SER TR 1.4%
Value ($000) $3,606 Shares 49,821 Est. Cost $73.23 Unrealized
DFIS DIMENSIONAL ETF TRUST 1.3%
Value ($000) $3,435 Shares 156,559 Est. Cost $20.94 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $3,277 Shares 145,791 Est. Cost $22.55 Unrealized
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,806 Shares 39,653 Est. Cost $66.32 Unrealized
AVEM AMERICAN CENTY ETF TR 1.1%
Value ($000) $2,758 Shares 52,246 Est. Cost $53.85 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $2,751 Shares 16,067 Est. Cost $121.94 Unrealized +48.7%
DFCF DIMENSIONAL ETF TRUST 1.1%
Value ($000) $2,746 Shares 68,009 Est. Cost $41.80 Unrealized
SCHM SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,579 Shares 38,105 Est. Cost $68.62 Unrealized
FNDE SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,532 Shares 96,571 Est. Cost $24.78 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 1.0%
Value ($000) $2,493 Shares 1,367 Est. Cost $118.00 Unrealized +55.2%
VOE VANGUARD INDEX FDS 0.9%
Value ($000) $2,319 Shares 17,705 Est. Cost $133.10 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,281 Shares 7,225 Est. Cost $215.43 Unrealized +50.7%
REET ISHARES TR 0.9%
Value ($000) $2,216 Shares 104,669 Est. Cost $22.54 Unrealized
AVIV AMERICAN CENTY ETF TR 0.9%
Value ($000) $2,193 Shares 45,550 Est. Cost $45.22 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.8%
Value ($000) $2,065 Shares 33,359 Est. Cost $64.98 Unrealized
IXUS ISHARES TR 0.8%
Value ($000) $2,023 Shares 33,725 Est. Cost $59.14 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $1,933 Shares 44,221 Est. Cost $44.80 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.7%
Value ($000) $1,884 Shares 35,894 Est. Cost $48.48 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $1,773 Shares 13,547 Est. Cost $108.91 Unrealized +17.9%
IUSV ISHARES TR 0.7%
Value ($000) $1,766 Shares 23,664 Est. Cost $72.90 Unrealized
AVRE AMERICAN CENTY ETF TR 0.7%
Value ($000) $1,708 Shares 45,463 Est. Cost $43.43 Unrealized
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,705 Shares 41,158 Est. Cost $66.74 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,617 Shares 10,406 Est. Cost $144.05 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $1,610 Shares 15,580 Est. Cost $98.57 Unrealized
VB VANGUARD INDEX FDS 0.6%
Value ($000) $1,523 Shares 8,053 Est. Cost $196.58 Unrealized
VXUS VANGUARD STAR FDS 0.6%
Value ($000) $1,521 Shares 28,415 Est. Cost $46.81 Unrealized
TLT ISHARES TR 0.6%
Value ($000) $1,503 Shares 16,951 Est. Cost $88.69 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,188 Shares 47,899 Est. Cost $24.61 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $1,161 Shares 2,161 Est. Cost $244.55 Unrealized +107.2%
IWM ISHARES TR 0.5%
Value ($000) $1,158 Shares 6,550 Est. Cost $192.61 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,146 Shares 45,206 Est. Cost $22.79 Unrealized
EFG ISHARES TR 0.4%
Value ($000) $1,118 Shares 12,955 Est. Cost $97.93 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,118 Shares 8,794 Est. Cost $127.44 Unrealized +5.1%
SCHK SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,096 Shares 26,531 Est. Cost $40.75 Unrealized
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $1,079 Shares 4,590 Est. Cost $230.15 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,075 Shares 7,209 Est. Cost $82.50 Unrealized +64.0%
MUB ISHARES TR 0.4%
Value ($000) $1,040 Shares 10,145 Est. Cost $104.39 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,032 Shares 6,123 Est. Cost $100.92 Unrealized +44.4%
VGK VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,017 Shares 17,550 Est. Cost $58.77 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,004 Shares 3,688 Est. Cost $258.34 Unrealized
IUSG ISHARES TR 0.4%
Value ($000) $920 Shares 9,705 Est. Cost $81.26 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $846 Shares 32,293 Est. Cost $26.78 Unrealized
BSMO INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $837 Shares 33,945 Est. Cost $24.64 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $818 Shares 1,881 Est. Cost $20.39 Unrealized +119.5%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $809 Shares 1,950 Est. Cost $381.58 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $803 Shares 8,117 Est. Cost $102.71 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $800 Shares 3,207 Est. Cost $235.88 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $779 Shares 1,546 Est. Cost $317.22 Unrealized +48.1%
EMB ISHARES TR 0.3%
Value ($000) $776 Shares 9,400 Est. Cost $83.68 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $768 Shares 14,815 Est. Cost $51.33 Unrealized
IDV ISHARES TR 0.3%
Value ($000) $739 Shares 29,109 Est. Cost $28.71 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $737 Shares 1,717 Est. Cost $375.40 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $737 Shares 6,940 Est. Cost $110.31 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $725 Shares 2,069 Est. Cost $354.77 Unrealized 0.0%
SCHC SCHWAB STRATEGIC TR 0.3%
Value ($000) $717 Shares 22,218 Est. Cost $37.97 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $694 Shares 4,236 Est. Cost $145.94 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $691 Shares 2,288 Est. Cost $248.25 Unrealized +22.0%
VIS VANGUARD WORLD FDS 0.3%
Value ($000) $687 Shares 3,524 Est. Cost $173.58 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $678 Shares 20,799 Est. Cost $30.77 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $674 Shares 1,702 Est. Cost $379.09 Unrealized +4.5%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $613 Shares 2,946 Est. Cost $209.08 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $601 Shares 5,839 Est. Cost $64.40 Unrealized +55.0%
LAKELAND BANCORP INC 0.2%
Value ($000) $584 Shares 46,262 Est. Cost $15.64 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $583 Shares 1,312 Est. Cost $265.32 Unrealized +68.7%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $583 Shares 6,323 Est. Cost $98.47 Unrealized -7.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $576 Shares 4,064 Est. Cost $70.76 Unrealized +72.6%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $562 Shares 2,883 Est. Cost $206.37 Unrealized
IXC ISHARES TR 0.2%
Value ($000) $561 Shares 13,587 Est. Cost $38.99 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $560 Shares 16,498 Est. Cost $32.33 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $553 Shares 8,580 Est. Cost $66.02 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $548 Shares 970 Est. Cost $355.78 Unrealized +49.6%
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $547 Shares 8,181 Est. Cost $74.71 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.2%
Value ($000) $535 Shares 9,050 Est. Cost $58.35 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.2%
Value ($000) $531 Shares 11,449 Est. Cost $46.20 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $529 Shares 20,249 Est. Cost $27.67 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $525 Shares 23,422 Est. Cost $24.25 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $520 Shares 13,270 Est. Cost $51.12 Unrealized
VOX VANGUARD WORLD FDS 0.2%
Value ($000) $510 Shares 4,850 Est. Cost $111.78 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $509 Shares 3,512 Est. Cost $107.34 Unrealized +32.6%
ETN EATON CORP PLC 0.2%
Value ($000) $491 Shares 2,302 Est. Cost $113.75 Unrealized +84.3%
V VISA INC 0.2%
Value ($000) $483 Shares 2,099 Est. Cost $197.52 Unrealized +19.6%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $480 Shares 9,980 Est. Cost $49.00 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $479 Shares 6,611 Est. Cost $72.74 Unrealized
DE DEERE & CO 0.2%
Value ($000) $478 Shares 1,267 Est. Cost $307.84 Unrealized +29.3%
YORW YORK WTR CO 0.2%
Value ($000) $478 Shares 12,748 Est. Cost $42.06 Unrealized -8.8%
VAW VANGUARD WORLD FDS 0.2%
Value ($000) $474 Shares 2,748 Est. Cost $168.72 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $472 Shares 13,867 Est. Cost $31.59 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $425 Shares 6,162 Est. Cost $72.87 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $419 Shares 3,181 Est. Cost $129.05 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $417 Shares 3,395 Est. Cost $113.44 Unrealized +1.4%
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $413 Shares 1,535 Est. Cost $275.39 Unrealized
CSX CSX CORP 0.2%
Value ($000) $401 Shares 13,047 Est. Cost $30.16 Unrealized +1.4%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $392 Shares 16,671 Est. Cost $23.77 Unrealized
PATTERSON COS INC 0.2%
Value ($000) $391 Shares 13,197 Est. Cost $30.94 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $374 Shares 5,143 Est. Cost $96.64 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $373 Shares 1,041 Est. Cost $275.75 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $361 Shares 6,745 Est. Cost $53.56 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $361 Shares 2,318 Est. Cost $129.48 Unrealized +18.4%
EBND SPDR SER TR 0.1%
Value ($000) $338 Shares 17,061 Est. Cost $23.92 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $330 Shares 1,165 Est. Cost $244.54 Unrealized +12.4%
ABT ABBOTT LABS 0.1%
Value ($000) $326 Shares 3,363 Est. Cost $103.78 Unrealized -3.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $325 Shares 2,930 Est. Cost $123.59 Unrealized -11.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $319 Shares 1,500 Est. Cost $191.19 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $317 Shares 4,226 Est. Cost $72.58 Unrealized -2.6%
PFE PFIZER INC 0.1%
Value ($000) $311 Shares 9,371 Est. Cost $31.33 Unrealized -2.4%
SCZ ISHARES TR 0.1%
Value ($000) $309 Shares 5,479 Est. Cost $63.82 Unrealized
PFXF VANECK ETF TRUST 0.1%
Value ($000) $308 Shares 18,300 Est. Cost $17.67 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $306 Shares 12,078 Est. Cost $22.87 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $306 Shares 4,750 Est. Cost $52.67 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $303 Shares 2,075 Est. Cost $122.87 Unrealized +17.3%
EEM ISHARES TR 0.1%
Value ($000) $299 Shares 7,876 Est. Cost $38.18 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $293 Shares 2,488 Est. Cost $96.85 Unrealized +4.3%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $292 Shares 355 Est. Cost $768.84 Unrealized +1.7%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $282 Shares 10,000 Est. Cost $49.63 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $281 Shares 5,550 Est. Cost $52.04 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $275 Shares 669 Est. Cost $436.08 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $275 Shares 2,734 Est. Cost $104.64 Unrealized -2.4%
IJJ ISHARES TR 0.1%
Value ($000) $272 Shares 2,695 Est. Cost $102.77 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $270 Shares 5,385 Est. Cost $50.57 Unrealized
WMT WALMART INC 0.1%
Value ($000) $270 Shares 1,686 Est. Cost $45.79 Unrealized +13.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $268 Shares 1,453 Est. Cost $167.18 Unrealized +4.0%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $267 Shares 17,829 Est. Cost $13.60 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $264 Shares 1,299 Est. Cost $159.34 Unrealized +22.9%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $259 Shares 5,658 Est. Cost $43.84 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $254 Shares 1,254 Est. Cost $167.53 Unrealized +27.4%
CG CARLYLE GROUP INC 0.1%
Value ($000) $252 Shares 8,350 Est. Cost $29.17 Unrealized +1.9%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $250 Shares 4,122 Est. Cost $54.26 Unrealized +4.4%
XT ISHARES TR 0.1%
Value ($000) $246 Shares 4,713 Est. Cost $57.29 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $237 Shares 465 Est. Cost $402.84 Unrealized +30.2%
SUB ISHARES TR 0.1%
Value ($000) $235 Shares 2,281 Est. Cost $104.41 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $234 Shares 573 Est. Cost $324.56 Unrealized +27.9%
META META PLATFORMS INC 0.1%
Value ($000) $227 Shares 755 Est. Cost $299.21 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $224 Shares 1,323 Est. Cost $118.40 Unrealized +41.2%
SDY SPDR SER TR 0.1%
Value ($000) $224 Shares 1,948 Est. Cost $105.99 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $224 Shares 1,391 Est. Cost $129.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $218 Shares 2,116 Est. Cost $104.21 Unrealized +4.2%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $208 Shares 8,550 Est. Cost $23.35 Unrealized 0.0%
MTB M & T BK CORP 0.1%
Value ($000) $205 Shares 1,624 Est. Cost $110.64 Unrealized +8.9%
IJR ISHARES TR 0.1%
Value ($000) $204 Shares 2,166 Est. Cost $92.56 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $202 Shares 1,443 Est. Cost $139.96 Unrealized -4.4%
JSCP J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $202 Shares 4,443 Est. Cost $49.42 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $201 Shares 8,402 Est. Cost $24.63 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $122 Shares 22,400 Est. Cost $12.82 Unrealized
SCILEX HOLDING CO 0.0%
Value ($000) $23 Shares 16,300 Est. Cost $1.40 Unrealized