COLLECTIVE FAMILY OFFICE LLC Diversified Active

CIK: 0001845066 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 4, 2024

Total Value ($000): $368,143 (100.0% shares, 0.0% debt)

Holdings (170)

JMUB J P MORGAN EXCHANGE TRADED F 6.3%
Value ($000) $23,283 Shares 454,133 Est. Cost $50.36 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 3.9%
Value ($000) $14,375 Shares 621,767 Est. Cost $22.90 Unrealized
AVUV AMERICAN CENTY ETF TR 3.6%
Value ($000) $13,307 Shares 138,688 Est. Cost $82.16 Unrealized
FNDA SCHWAB STRATEGIC TR 3.5%
Value ($000) $12,894 Shares 216,458 Est. Cost $51.85 Unrealized
DFAE DIMENSIONAL ETF TRUST 3.4%
Value ($000) $12,664 Shares 462,017 Est. Cost $24.29 Unrealized
VTV VANGUARD INDEX FDS 3.0%
Value ($000) $11,095 Shares 63,559 Est. Cost $135.54 Unrealized
AVDV AMERICAN CENTY ETF TR 2.7%
Value ($000) $10,108 Shares 143,032 Est. Cost $60.87 Unrealized
PFF ISHARES TR 2.6%
Value ($000) $9,592 Shares 288,665 Est. Cost $32.98 Unrealized
DFCF DIMENSIONAL ETF TRUST 2.5%
Value ($000) $9,341 Shares 216,271 Est. Cost $42.21 Unrealized
FNDF SCHWAB STRATEGIC TR 2.5%
Value ($000) $9,099 Shares 243,481 Est. Cost $31.31 Unrealized
AVLV AMERICAN CENTY ETF TR 2.5%
Value ($000) $9,062 Shares 137,660 Est. Cost $55.62 Unrealized
FNDC SCHWAB STRATEGIC TR 2.4%
Value ($000) $8,653 Shares 226,803 Est. Cost $33.60 Unrealized
VOO VANGUARD INDEX FDS 2.3%
Value ($000) $8,428 Shares 15,973 Est. Cost $386.44 Unrealized
VBR VANGUARD INDEX FDS 2.2%
Value ($000) $8,125 Shares 40,469 Est. Cost $158.76 Unrealized
PFFD GLOBAL X FDS 2.2%
Value ($000) $8,052 Shares 387,489 Est. Cost $22.74 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $7,696 Shares 13,413 Est. Cost $407.62 Unrealized
DFNM DIMENSIONAL ETF TRUST 2.1%
Value ($000) $7,647 Shares 157,541 Est. Cost $47.79 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.9%
Value ($000) $6,895 Shares 78,100 Est. Cost $79.95 Unrealized
AVEM AMERICAN CENTY ETF TR 1.6%
Value ($000) $5,820 Shares 90,099 Est. Cost $55.84 Unrealized
DISV DIMENSIONAL ETF TRUST 1.5%
Value ($000) $5,421 Shares 186,560 Est. Cost $22.63 Unrealized
DFIS DIMENSIONAL ETF TRUST 1.4%
Value ($000) $5,007 Shares 186,621 Est. Cost $21.97 Unrealized
FNDX SCHWAB STRATEGIC TR 1.3%
Value ($000) $4,842 Shares 67,471 Est. Cost $51.32 Unrealized
AVRE AMERICAN CENTY ETF TR 1.3%
Value ($000) $4,646 Shares 98,553 Est. Cost $43.28 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 1.2%
Value ($000) $4,411 Shares 188,060 Est. Cost $23.34 Unrealized
EFV ISHARES TR 1.2%
Value ($000) $4,363 Shares 75,840 Est. Cost $48.36 Unrealized
SCHQ SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,832 Shares 109,530 Est. Cost $34.54 Unrealized
IEFA ISHARES TR 1.0%
Value ($000) $3,791 Shares 48,576 Est. Cost $71.14 Unrealized
VOE VANGUARD INDEX FDS 1.0%
Value ($000) $3,773 Shares 22,503 Est. Cost $144.86 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $3,586 Shares 15,392 Est. Cost $128.50 Unrealized +72.7%
TPL TEXAS PACIFIC LAND CORPORATI 0.9%
Value ($000) $3,318 Shares 3,750 Est. Cost $150.48 Unrealized +81.0%
AVIV AMERICAN CENTY ETF TR 0.9%
Value ($000) $3,265 Shares 58,158 Est. Cost $47.02 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $3,181 Shares 60,241 Est. Cost $46.79 Unrealized
SLYV SPDR SER TR 0.9%
Value ($000) $3,151 Shares 36,291 Est. Cost $73.23 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $3,128 Shares 7,270 Est. Cost $249.34 Unrealized +69.7%
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,644 Shares 31,273 Est. Cost $67.89 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.7%
Value ($000) $2,630 Shares 85,394 Est. Cost $26.38 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.7%
Value ($000) $2,467 Shares 38,043 Est. Cost $49.31 Unrealized
FNDE SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,404 Shares 74,511 Est. Cost $24.88 Unrealized
TFI SPDR SER TR 0.6%
Value ($000) $2,313 Shares 49,388 Est. Cost $46.54 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $2,286 Shares 17,830 Est. Cost $100.31 Unrealized
AVDE AMERICAN CENTY ETF TR 0.6%
Value ($000) $2,234 Shares 33,330 Est. Cost $61.54 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $2,225 Shares 3,857 Est. Cost $478.11 Unrealized
REET ISHARES TR 0.6%
Value ($000) $2,220 Shares 83,195 Est. Cost $22.62 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,186 Shares 70,949 Est. Cost $26.28 Unrealized
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $2,093 Shares 40,940 Est. Cost $50.63 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $2,065 Shares 10,427 Est. Cost $144.34 Unrealized
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,971 Shares 23,724 Est. Cost $68.62 Unrealized
TLH ISHARES TR 0.5%
Value ($000) $1,893 Shares 17,317 Est. Cost $105.31 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,890 Shares 11,398 Est. Cost $108.91 Unrealized +53.1%
VB VANGUARD INDEX FDS 0.5%
Value ($000) $1,863 Shares 7,852 Est. Cost $196.58 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,815 Shares 14,947 Est. Cost $93.88 Unrealized +25.8%
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $1,775 Shares 27,425 Est. Cost $47.48 Unrealized
AVUS AMERICAN CENTY ETF TR 0.5%
Value ($000) $1,768 Shares 18,577 Est. Cost $83.79 Unrealized
IXUS ISHARES TR 0.5%
Value ($000) $1,747 Shares 24,050 Est. Cost $59.14 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,653 Shares 8,869 Est. Cost $130.93 Unrealized +39.4%
MUB ISHARES TR 0.4%
Value ($000) $1,618 Shares 14,890 Est. Cost $106.57 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $1,499 Shares 1,692 Est. Cost $244.55 Unrealized +264.1%
IWD ISHARES TR 0.4%
Value ($000) $1,417 Shares 7,468 Est. Cost $174.47 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $1,410 Shares 19,204 Est. Cost $65.76 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,306 Shares 25,629 Est. Cost $50.77 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,301 Shares 6,587 Est. Cost $82.50 Unrealized +116.6%
IUSV ISHARES TR 0.3%
Value ($000) $1,273 Shares 13,328 Est. Cost $72.90 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,212 Shares 23,534 Est. Cost $66.74 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $1,209 Shares 4,967 Est. Cost $216.47 Unrealized
BKLC BNY MELLON ETF TRUST 0.3%
Value ($000) $1,202 Shares 10,975 Est. Cost $97.37 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,195 Shares 16,805 Est. Cost $58.77 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,174 Shares 2,377 Est. Cost $400.60 Unrealized +15.3%
IJH ISHARES TR 0.3%
Value ($000) $1,117 Shares 17,917 Est. Cost $91.18 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,107 Shares 32,293 Est. Cost $26.78 Unrealized
VIS VANGUARD WORLD FD 0.3%
Value ($000) $1,061 Shares 4,080 Est. Cost $188.54 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,050 Shares 27,577 Est. Cost $31.70 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,019 Shares 2,653 Est. Cost $258.34 Unrealized
IDV ISHARES TR 0.3%
Value ($000) $968 Shares 32,034 Est. Cost $28.44 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $962 Shares 4,357 Est. Cost $192.61 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $950 Shares 2,531 Est. Cost $352.65 Unrealized
PAAA PGIM ETF TR 0.3%
Value ($000) $930 Shares 18,142 Est. Cost $51.04 Unrealized
MDYV SPDR SER TR 0.3%
Value ($000) $926 Shares 11,658 Est. Cost $73.67 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $925 Shares 19,338 Est. Cost $48.39 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $925 Shares 3,507 Est. Cost $215.40 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $904 Shares 1,116 Est. Cost $265.32 Unrealized +167.9%
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $902 Shares 16,312 Est. Cost $40.75 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $894 Shares 4,238 Est. Cost $128.98 Unrealized +58.9%
EFG ISHARES TR 0.2%
Value ($000) $889 Shares 8,255 Est. Cost $97.93 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $889 Shares 7,555 Est. Cost $102.61 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value ($000) $866 Shares 3,070 Est. Cost $230.15 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $856 Shares 2,112 Est. Cost $253.90 Unrealized +38.9%
ETN EATON CORP PLC 0.2%
Value ($000) $840 Shares 2,534 Est. Cost $135.43 Unrealized +122.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $808 Shares 911 Est. Cost $367.27 Unrealized +134.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $801 Shares 5,441 Est. Cost $109.56 Unrealized +27.8%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $764 Shares 6,416 Est. Cost $107.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $723 Shares 1,571 Est. Cost $364.40 Unrealized +21.3%
PFS PROVIDENT FINL SVCS INC 0.2%
Value ($000) $693 Shares 37,318 Est. Cost $13.26 Unrealized +23.0%
EFA ISHARES TR 0.2%
Value ($000) $689 Shares 8,236 Est. Cost $74.41 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $672 Shares 4,018 Est. Cost $132.29 Unrealized +27.2%
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $655 Shares 20,625 Est. Cost $27.86 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $653 Shares 16,955 Est. Cost $37.97 Unrealized
IUSG ISHARES TR 0.2%
Value ($000) $640 Shares 4,855 Est. Cost $81.26 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $578 Shares 13,867 Est. Cost $31.59 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $573 Shares 9,090 Est. Cost $51.33 Unrealized
V VISA INC 0.2%
Value ($000) $564 Shares 2,053 Est. Cost $202.35 Unrealized +32.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $560 Shares 958 Est. Cost $324.30 Unrealized +69.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $551 Shares 6,277 Est. Cost $93.59 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $545 Shares 4,037 Est. Cost $71.70 Unrealized +94.4%
USMV ISHARES TR 0.1%
Value ($000) $545 Shares 5,967 Est. Cost $72.74 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $536 Shares 4,724 Est. Cost $64.40 Unrealized +75.4%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $531 Shares 2,350 Est. Cost $145.94 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $527 Shares 12,820 Est. Cost $33.09 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $524 Shares 8,522 Est. Cost $59.48 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $502 Shares 2,910 Est. Cost $152.56 Unrealized +3.6%
DFGR DIMENSIONAL ETF TRUST 0.1%
Value ($000) $498 Shares 17,269 Est. Cost $24.41 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $490 Shares 1,005 Est. Cost $290.17 Unrealized
VOX VANGUARD WORLD FD 0.1%
Value ($000) $485 Shares 3,335 Est. Cost $111.78 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $461 Shares 2,842 Est. Cost $132.42 Unrealized +15.3%
WMT WALMART INC 0.1%
Value ($000) $459 Shares 5,682 Est. Cost $54.14 Unrealized +33.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $454 Shares 2,670 Est. Cost $133.49 Unrealized +28.2%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $442 Shares 5,635 Est. Cost $74.71 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $428 Shares 1,101 Est. Cost $159.34 Unrealized +115.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $425 Shares 1,500 Est. Cost $191.19 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value ($000) $419 Shares 1,981 Est. Cost $168.72 Unrealized
YORW YORK WTR CO 0.1%
Value ($000) $417 Shares 11,122 Est. Cost $42.06 Unrealized -11.4%
IJR ISHARES TR 0.1%
Value ($000) $413 Shares 3,534 Est. Cost $98.02 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $402 Shares 3,394 Est. Cost $86.14 Unrealized +32.2%
EEM ISHARES TR 0.1%
Value ($000) $398 Shares 8,669 Est. Cost $38.50 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $392 Shares 3,200 Est. Cost $105.92 Unrealized +8.1%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $385 Shares 2,150 Est. Cost $164.28 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $384 Shares 8,085 Est. Cost $47.52 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $382 Shares 652 Est. Cost $381.58 Unrealized
DE DEERE & CO 0.1%
Value ($000) $377 Shares 903 Est. Cost $307.84 Unrealized +19.9%
CSX CSX CORP 0.1%
Value ($000) $377 Shares 10,909 Est. Cost $30.16 Unrealized +10.1%
SHYG ISHARES TR 0.1%
Value ($000) $373 Shares 8,582 Est. Cost $42.38 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $362 Shares 4,050 Est. Cost $81.10 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $357 Shares 12,078 Est. Cost $22.87 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $356 Shares 5,240 Est. Cost $52.94 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.1%
Value ($000) $352 Shares 7,175 Est. Cost $49.09 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $352 Shares 654 Est. Cost $444.09 Unrealized +20.7%
META META PLATFORMS INC 0.1%
Value ($000) $349 Shares 610 Est. Cost $447.97 Unrealized +14.3%
SCZ ISHARES TR 0.1%
Value ($000) $349 Shares 5,152 Est. Cost $63.82 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $327 Shares 1,886 Est. Cost $127.36 Unrealized +28.9%
XBI SPDR SER TR 0.1%
Value ($000) $325 Shares 3,285 Est. Cost $94.06 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $324 Shares 1,972 Est. Cost $107.59 Unrealized +41.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $316 Shares 5,310 Est. Cost $54.58 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $316 Shares 2,770 Est. Cost $104.94 Unrealized +2.0%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $315 Shares 5,658 Est. Cost $43.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $311 Shares 532 Est. Cost $337.89 Unrealized +52.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $302 Shares 7,616 Est. Cost $28.92 Unrealized +34.1%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $302 Shares 8,000 Est. Cost $49.63 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $301 Shares 1,360 Est. Cost $165.85 Unrealized +13.9%
IBRX IMMUNITYBIO INC 0.1%
Value ($000) $295 Shares 79,363 Est. Cost $6.37 Unrealized -27.4%
CRM SALESFORCE INC 0.1%
Value ($000) $295 Shares 1,077 Est. Cost $167.53 Unrealized +51.5%
MTB M & T BK CORP 0.1%
Value ($000) $289 Shares 1,625 Est. Cost $110.64 Unrealized +43.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $289 Shares 1,875 Est. Cost $138.02 Unrealized
XT ISHARES TR 0.1%
Value ($000) $287 Shares 4,713 Est. Cost $57.29 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $281 Shares 1,523 Est. Cost $113.44 Unrealized +47.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $281 Shares 943 Est. Cost $243.67 Unrealized +8.0%
SDY SPDR SER TR 0.1%
Value ($000) $277 Shares 1,948 Est. Cost $105.99 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $269 Shares 3,585 Est. Cost $75.17 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $259 Shares 3,535 Est. Cost $54.26 Unrealized +33.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $252 Shares 2,152 Est. Cost $97.05 Unrealized +13.4%
PULS PGIM ETF TR 0.1%
Value ($000) $249 Shares 5,000 Est. Cost $49.78 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $247 Shares 6,305 Est. Cost $42.33 Unrealized -0.4%
PEP PEPSICO INC 0.1%
Value ($000) $239 Shares 1,408 Est. Cost $123.20 Unrealized +32.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $234 Shares 599 Est. Cost $256.14 Unrealized +32.2%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $231 Shares 970 Est. Cost $179.88 Unrealized +24.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $225 Shares 2,165 Est. Cost $81.33 Unrealized +21.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $210 Shares 2,023 Est. Cost $92.37 Unrealized +12.6%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $208 Shares 950 Est. Cost $218.48 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $201 Shares 972 Est. Cost $167.18 Unrealized +12.7%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $105 Shares 18,000 Est. Cost $11.66 Unrealized
SCILEX HOLDING CO 0.0%
Value ($000) $11 Shares 12,100 Est. Cost $1.48 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $9 Shares 11,000 Est. Cost $6.37 Unrealized -27.4%