Canvas Wealth Advisors

Latest statistics and disclosures from Canvas Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Canvas Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Canvas Wealth Advisors

Companies in the Canvas Wealth Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.3 $16M 122k 131.24
Microsoft Corporation (MSFT) 7.5 $13M 50k 255.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $8.3M 22k 378.44
Alphabet Cap Stk Cl A (GOOGL) 4.5 $7.6M 3.4k 2244.71
Advanced Micro Devices (AMD) 4.1 $7.1M 90k 78.58
Teladoc (TDOC) 2.8 $4.7M 26k 181.99
Ishares Tr Core S&p Ttl Stk (ITOT) 2.7 $4.7M 49k 94.98
Amazon (AMZN) 2.6 $4.4M 1.3k 3380.44
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $4.3M 38k 114.15
JPMorgan Chase & Co. (JPM) 2.3 $3.9M 25k 155.97
Docusign (DOCU) 2.3 $3.9M 18k 213.50
Ishares Tr Core Msci Euro (IEUR) 2.0 $3.5M 63k 55.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.3M 12k 267.92
Ishares Tr Core S&p Us Gwt (IUSG) 1.9 $3.2M 34k 95.87
Ishares Tr Core S&p Us Vlu (IUSV) 1.9 $3.2M 45k 70.32
Alibaba Group Hldg Sponsored Ads (BABA) 1.7 $2.9M 12k 243.99
Ishares Tr Core Msci Total (IXUS) 1.7 $2.8M 40k 71.48
Cisco Systems (CSCO) 1.6 $2.8M 55k 51.57
Ishares Tr Core S&p500 Etf (IVV) 1.6 $2.7M 6.5k 413.09
Travelers Companies (TRV) 1.6 $2.7M 18k 151.84
Diageo P L C Spon Adr New (DEO) 1.4 $2.4M 14k 173.55
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $2.0M 5.00 402600.00
Johnson & Johnson (JNJ) 1.2 $2.0M 12k 161.66
Ishares Core Msci Emkt (IEMG) 1.1 $1.9M 30k 64.35
3M Company (MMM) 1.1 $1.8M 9.2k 197.87
Equity Comwlth Com Sh Ben Int (EQC) 1.0 $1.8M 63k 28.15
Smith & Nephew Spdn Adr New (SNN) 1.0 $1.8M 46k 38.55
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.7M 23k 73.81
NVIDIA Corporation (NVDA) 0.9 $1.5M 2.5k 608.46
Ishares Tr Hdg Msci Eafe (HEFA) 0.9 $1.5M 45k 33.34
Northern Trust Corporation (NTRS) 0.8 $1.4M 13k 110.00
Ishares Tr National Mun Etf (MUB) 0.8 $1.3M 12k 116.43
Sanderson Farms (SAFM) 0.8 $1.3M 7.9k 163.22
Goldman Sachs Etf Tr Equity Etf (GSLC) 0.7 $1.3M 16k 82.32
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.3M 11k 109.63
Ishares Tr U.s. Tech Etf (IYW) 0.7 $1.3M 13k 93.47
Varian Medical Systems 0.7 $1.2M 7.0k 177.11
Baxter International (BAX) 0.7 $1.2M 14k 84.54
Bank of America Corporation (BAC) 0.7 $1.2M 30k 40.07
Ishares Tr Core Msci Pac (IPAC) 0.7 $1.1M 17k 67.36
SJW (SJW) 0.7 $1.1M 17k 65.09
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.6 $1.1M 22k 49.58
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 475.00 2254.74
Chubb (CB) 0.6 $1.1M 6.6k 160.96
ICU Medical, Incorporated (ICUI) 0.6 $1.1M 5.2k 205.52
Ishares Msci Mexico Etf (EWW) 0.6 $1.1M 24k 44.98
Home Depot (HD) 0.6 $1.1M 3.3k 320.92
Cal Maine Foods Com New (CALM) 0.6 $1.0M 26k 39.91
Everest Re Group (RE) 0.6 $962k 3.8k 255.10
Dentsply Sirona (XRAY) 0.5 $932k 15k 64.13
Paypal Holdings (PYPL) 0.5 $914k 3.4k 268.98
Northrop Grumman Corporation (NOC) 0.5 $832k 2.4k 340.70
Verizon Communications (VZ) 0.5 $797k 14k 57.53
salesforce (CRM) 0.5 $779k 3.4k 228.85
Qualcomm (QCOM) 0.4 $756k 5.5k 137.43
Lululemon Athletica (LULU) 0.4 $714k 2.2k 323.81
Charles Schwab Corporation (SCHW) 0.4 $702k 10k 67.66
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.4 $669k 8.6k 77.61
Becton, Dickinson and (BDX) 0.4 $634k 2.6k 247.56
Stryker Corporation (SYK) 0.4 $627k 2.5k 252.01
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $612k 12k 50.29
Wal-Mart Stores (WMT) 0.4 $602k 4.3k 139.87
Ishares Tr Core Intl Aggr (IAGG) 0.4 $602k 11k 54.97
Disney Walt Com Disney (DIS) 0.3 $598k 3.2k 186.47
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $589k 6.3k 93.34
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 0.3 $570k 5.8k 99.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $568k 16k 36.18
Jp Morgan Exchange Traded Ultra Shrt Inc (JPST) 0.3 $555k 11k 50.74
Nutrien (NTR) 0.3 $480k 8.8k 54.50
Procter & Gamble Company (PG) 0.3 $462k 3.4k 136.97
American Water Works (AWK) 0.3 $444k 2.9k 152.37
Oracle Corporation (ORCL) 0.3 $431k 5.7k 76.04
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 0.2 $422k 3.5k 120.85
Starbucks Corporation (SBUX) 0.2 $410k 3.6k 113.86
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $383k 1.5k 255.33
MetLife (MET) 0.2 $372k 5.9k 62.58
Broadcom (AVGO) 0.2 $366k 757.00 483.49
Vanguard Bd Index Total Bnd Mrkt (BND) 0.2 $352k 4.1k 84.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $350k 2.1k 168.43
Merit Medical Systems (MMSI) 0.2 $347k 5.7k 60.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $345k 3.7k 94.26
Target Corporation (TGT) 0.2 $344k 1.7k 205.37
Intel Corporation (INTC) 0.2 $338k 5.2k 65.48
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $330k 5.9k 56.28
Akamai Technologies (AKAM) 0.2 $327k 3.1k 104.14
Vanguard Index Fds Value Etf (VTV) 0.2 $326k 2.4k 133.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $325k 8.4k 38.54
Corning Incorporated (GLW) 0.2 $304k 6.7k 45.06
Quest Diagnostics Incorporated (DGX) 0.2 $275k 2.1k 128.87
Nike CL B (NKE) 0.2 $274k 2.0k 136.59
Morgan Stanley Com New (MS) 0.2 $269k 3.4k 80.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $258k 4.9k 53.15
Ishares Tr Msci Uk Etf New (EWU) 0.1 $254k 7.9k 32.01
McDonald's Corporation (MCD) 0.1 $252k 1.1k 231.19
Facebook Cl A (FB) 0.1 $251k 805.00 311.80
Valley National Ban (VLY) 0.1 $247k 18k 13.95
Accenture Plc Ireland Shs Class A (ACN) 0.1 $243k 845.00 287.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $242k 4.7k 51.78
Cognizant Technology Solutio Cl A (CTSH) 0.1 $232k 2.9k 80.36
General Dynamics Corporation (GD) 0.1 $230k 1.2k 185.19
Penn National Gaming (PENN) 0.1 $227k 2.2k 102.02
C H Robinson Worldwide Com New (CHRW) 0.1 $227k 2.3k 99.21
Abbvie (ABBV) 0.1 $225k 2.1k 108.49
Ishares Tr U.s. Cnsm Gd Etf (IYK) 0.1 $220k 1.2k 181.67
Pepsi (PEP) 0.1 $218k 1.5k 143.14
Novo-nordisk A S Adr (NVO) 0.1 $216k 3.1k 69.41
Unilever Spon Adr New (UL) 0.1 $210k 3.7k 56.90
International Flavors & Fragrances (IFF) 0.1 $210k 1.5k 140.28
Phillips 66 (PSX) 0.1 $208k 2.7k 77.47
Caterpillar (CAT) 0.1 $206k 890.00 231.46
Medtronic SHS (MDT) 0.1 $203k 1.7k 122.07
Ford Mtr Co Del Com Par $0.01 (F) 0.1 $133k 11k 12.36
Ngl Energy Partners Com Unit Repst (NGL) 0.1 $88k 41k 2.15

Past Filings by Canvas Wealth Advisors

SEC 13F filings are viewable for Canvas Wealth Advisors going back to 2021