CAPITAL PERFORMANCE ADVISORS LLP
13F Portfolio Filings
Most recent 13F
Q4 2024
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 2024
170
312,664
DFAC, DFAT, DFUV, DFIV
13F-HR
1/31/2025
000190566325000001
Q3 2024
2,899
328,891
DFAC, DFAT, DFUV, DFIV
13F-HR
11/1/2024
000190566324000003
Q2 2024
93
263,264
DFAC, DFAT, DFUV, DFIV
13F-HR
8/1/2024
000108514624003425
Q1 2024
83
261,599
DFAC, DFAT, DFUV, DFIV
13F-HR
4/26/2024
000108514624002069
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
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