CAPITAL PERFORMANCE ADVISORS LLP

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Walnut Creek, CA
CIK
0001905663
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 79 231,362 DFAC, DFAT, DFUV, DFIV 13F-HR 2/6/2024 000108514624000779
Q3 2023 56 196,448 DFAC, DFAT, DFIV, DFUV 13F-HR 11/2/2023 000172554723001701
Q2 2023 59 202,604 DFAC, DFAT, DFIV, DFUV 13F-HR 8/10/2023 000172554723000227
Q1 2023 53 186,040 DFAC, DFAT, DFIV, DFUV 13F-HR 5/8/2023 000172554723000117
Q4 2022 51 174,157 DFAC, DFAT, DFUV, DFIV 13F-HR 2/6/2023 000172554723000013
Q3 2022 46 154,970 DFAC, DFAT, DFUV, DFIV 13F-HR 10/26/2022 000172554722000162
Q2 2022 49 162,714 DFAC, DFAT, DFUV, DFIV 13F-HR 7/25/2022 000172554722000116
Q1 2022 54 175,192 DFAC, DFAT, DFIV, IVV 13F-HR 4/14/2022 000172554722000054
Q4 2021 49 165,211 DFAC, DFAT, DFIV, IVV 13F-HR 1/28/2022 000172554722000021