COLLECTIVE FAMILY OFFICE LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
York, PA
CIK
0001845066
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 175 284,422 DIMENSIONAL ETF TRUST, JMUB, AMERICAN CENTY ETF TR, BSJO 13F-HR 1/9/2024 000184506624000002
Q3 2023 166 256,605 DIMENSIONAL ETF TRUST, BSJO, VTV, AMERICAN CENTY ETF TR 13F-HR 10/13/2023 000184506623000008
Q2 2023 176 255,806 DIMENSIONAL ETF TRUST, BSJO, VTV, EMLC 13F-HR 7/12/2023 000184506623000006
Q1 2023 167 242,541 DIMENSIONAL ETF TRUST, BSJN, VBR, PFFD 13F-HR 4/12/2023 000184506623000004
Q4 2022 170 222,492 DIMENSIONAL ETF TRUST, BSJN, VBR, VTV 13F-HR 1/11/2023 000184506623000001
Q3 2022 166 200,921 BSJN, PFFD, VBR, VTV 13F-HR 10/14/2022 000184506622000008
Q2 2022 182 231,005 VBR, VTV, PFFD, JMST 13F-HR 7/18/2022 000184506622000006
Q1 2022 187 261,879 VBR, VTV, BSJM, PFFD 13F-HR 4/25/2022 000184506622000004
Q4 2021 182 254,130 PFFD, VBR, BSJM, SPY 13F-HR 1/18/2022 000184506622000002
Q3 2021 170 232,521 PFFD, BSJM, EMLC, VBR 13F-HR 10/8/2021 000184506621000006
Q2 2021 171 233,941 PFFD, SPY, BSJM, VBR 13F-HR 7/14/2021 000184506621000004
Q1 2021 165 204,870 PFFD, MUB, VBR, BSJM 13F-HR 4/14/2021 000184506621000002
Q4 2020 151 179,885 PFFD, MUB, SCHG, BSJL 13F-HR 2/12/2021 000139834421003083