Canvas Wealth Advisors

Canvas Wealth Advisors as of June 30, 2022

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 127 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.6 $19M 139k 136.72
Microsoft Corporation (MSFT) 7.5 $19M 72k 256.83
Custom Truck One Source Com Cl A (CTOS) 6.3 $16M 2.8M 5.60
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 6.0 $15M 200k 74.94
Alphabet Cap Stk Cl A (GOOGL) 5.5 $14M 6.3k 2179.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.4 $11M 31k 346.86
Vanguard Index Fds Growth Etf (VUG) 4.0 $10M 45k 222.90
Advanced Micro Devices (AMD) 3.7 $9.2M 120k 76.47
Amazon (AMZN) 2.9 $7.3M 68k 106.20
Ishares Tr Core S&p Us Gwt (IUSG) 1.9 $4.8M 57k 83.69
Uber Technologies (UBER) 1.7 $4.3M 211k 20.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $4.1M 58k 71.63
Crowdstrike Hldgs Cl A (CRWD) 1.6 $3.9M 23k 168.57
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $3.7M 37k 101.68
Kimberly-Clark Corporation (KMB) 1.4 $3.4M 25k 135.14
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $3.2M 39k 83.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $3.1M 12k 273.00
Baxter International (BAX) 1.2 $3.0M 47k 64.24
Smith & Nephew Spdn Adr New (SNN) 1.2 $3.0M 106k 27.92
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.9M 7.7k 379.07
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.9M 31k 92.40
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.6M 44k 58.84
Ishares Tr Core S&p Us Vlu (IUSV) 1.0 $2.6M 39k 66.87
Ishares Tr National Mun Etf (MUB) 1.0 $2.6M 24k 106.36
Travelers Companies (TRV) 1.0 $2.5M 15k 169.11
Dentsply Sirona (XRAY) 1.0 $2.5M 70k 35.73
3M Company (MMM) 1.0 $2.5M 19k 129.40
Clorox Company (CLX) 1.0 $2.4M 17k 140.97
Palantir Technologies Cl A (PLTR) 0.9 $2.2M 239k 9.07
JPMorgan Chase & Co. (JPM) 0.9 $2.1M 19k 112.62
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $2.0M 5.00 409000.00
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $2.0M 64k 31.82
Equity Comwlth Com Sh Ben Int (EQC) 0.8 $2.0M 72k 27.53
Block Cl A (SQ) 0.8 $1.9M 30k 61.46
Cisco Systems (CSCO) 0.7 $1.8M 43k 42.63
Ishares Tr Core Msci Total (IXUS) 0.7 $1.7M 30k 57.01
Alleghany Corporation 0.7 $1.7M 2.0k 833.33
Ishares Core Msci Emkt (IEMG) 0.7 $1.7M 34k 49.06
Universal Hlth Svcs CL B (UHS) 0.7 $1.7M 16k 100.73
Northern Trust Corporation (NTRS) 0.6 $1.5M 16k 96.46
ICU Medical, Incorporated (ICUI) 0.6 $1.5M 9.2k 164.36
NVIDIA Corporation (NVDA) 0.6 $1.5M 9.9k 151.55
Wal-Mart Stores (WMT) 0.6 $1.4M 12k 121.56
Gcp Applied Technologies 0.6 $1.4M 46k 31.28
SJW (SJW) 0.6 $1.4M 23k 62.39
Ishares Tr Core Msci Euro (IEUR) 0.5 $1.4M 30k 44.96
Cal Maine Foods Com New (CALM) 0.5 $1.3M 26k 49.39
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.5 $1.2M 5.2k 236.37
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.2M 542.00 2188.19
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $1.2M 16k 72.19
Johnson & Johnson (JNJ) 0.4 $1.1M 6.1k 177.54
Docusign (DOCU) 0.4 $1.1M 19k 57.36
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.0M 13k 79.94
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $1.0M 21k 47.27
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $1.0M 11k 90.70
Home Depot (HD) 0.4 $915k 3.3k 274.20
Walt Disney Company (DIS) 0.3 $838k 8.9k 94.35
Vanguard Index Fds Value Etf (VTV) 0.3 $825k 6.3k 131.94
Teladoc (TDOC) 0.3 $808k 24k 33.19
Meta Platforms Cl A (META) 0.3 $702k 4.4k 161.31
Charles Schwab Corporation (SCHW) 0.3 $698k 11k 63.20
Ishares Tr Core Msci Pac (IPAC) 0.3 $689k 13k 52.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $679k 8.3k 81.73
Bank of America Corporation (BAC) 0.3 $674k 22k 31.13
Mueller Wtr Prods Com Ser A (MWA) 0.3 $645k 55k 11.73
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $625k 3.4k 185.46
Palo Alto Networks (PANW) 0.2 $600k 1.2k 494.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $561k 3.0k 188.70
Sea Sponsord Ads (SE) 0.2 $548k 8.2k 66.82
Kroger (KR) 0.2 $546k 12k 47.31
Nutrien (NTR) 0.2 $542k 6.8k 79.65
Okta Cl A (OKTA) 0.2 $511k 5.7k 90.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $484k 3.2k 149.66
Everest Re Group (EG) 0.2 $483k 1.7k 280.49
Shopify Cl A (SHOP) 0.2 $473k 15k 31.26
Ishares Tr Us Consum Discre (IYC) 0.2 $471k 8.3k 56.72
Mission Produce (AVO) 0.2 $469k 33k 14.24
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $464k 6.8k 68.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $440k 15k 28.85
Tesla Motors (TSLA) 0.2 $429k 637.00 673.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $426k 6.6k 64.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $423k 5.3k 80.05
Blackstone Group Inc Com Cl A (BX) 0.2 $411k 4.5k 91.21
Diageo Spon Adr New (DEO) 0.2 $410k 2.4k 173.95
Zimmer Holdings (ZBH) 0.2 $405k 3.9k 104.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $381k 4.2k 91.17
Vanguard World Fds Health Car Etf (VHT) 0.2 $374k 1.6k 235.37
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $372k 8.4k 44.22
American Water Works (AWK) 0.1 $369k 2.5k 148.73
Laboratory Corp Amer Hldgs Com New 0.1 $353k 1.5k 234.55
Visa Com Cl A (V) 0.1 $342k 1.7k 196.66
Adobe Systems Incorporated (ADBE) 0.1 $338k 923.00 366.20
Procter & Gamble Company (PG) 0.1 $335k 2.3k 143.72
Oracle Corporation (ORCL) 0.1 $331k 4.7k 69.96
Fortinet (FTNT) 0.1 $318k 5.6k 56.53
Qualcomm (QCOM) 0.1 $309k 2.4k 127.63
McDonald's Corporation (MCD) 0.1 $307k 1.2k 246.78
Stryker Corporation (SYK) 0.1 $306k 1.5k 198.96
Vanguard Index Fds Large Cap Etf (VV) 0.1 $284k 1.7k 172.12
Boeing Company (BA) 0.1 $279k 2.0k 136.83
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $278k 852.00 326.29
Starbucks Corporation (SBUX) 0.1 $277k 3.6k 76.29
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $276k 5.4k 51.29
Quest Diagnostics Incorporated (DGX) 0.1 $267k 2.0k 132.90
Cloudflare Cl A Com (NET) 0.1 $267k 6.1k 43.73
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $267k 6.6k 40.24
UnitedHealth (UNH) 0.1 $263k 513.00 512.67
Raytheon Technologies Corp (RTX) 0.1 $262k 2.7k 96.01
Ishares Tr Core Intl Aggr (IAGG) 0.1 $257k 5.2k 49.82
Draftkings Com Cl A (DKNG) 0.1 $250k 21k 11.69
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $245k 6.0k 40.80
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $238k 2.8k 83.80
Ishares Tr Us Consm Staples (IYK) 0.1 $236k 1.2k 194.88
Target Corporation (TGT) 0.1 $223k 1.6k 141.14
Chubb (CB) 0.1 $222k 1.1k 196.29
Accenture Plc Ireland Shs Class A (ACN) 0.1 $222k 798.00 278.20
Humana (HUM) 0.1 $221k 472.00 468.22
Morgan Stanley Com New (MS) 0.1 $217k 2.9k 76.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $215k 5.4k 40.18
Nike CL B (NKE) 0.1 $212k 2.1k 102.07
Phillips 66 (PSX) 0.1 $209k 2.5k 82.09
General Dynamics Corporation (GD) 0.1 $206k 931.00 221.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $205k 2.7k 75.23
Peloton Interactive Cl A Com (PTON) 0.1 $203k 22k 9.17
Crossfirst Bankshares (CFB) 0.1 $158k 12k 13.17
Ford Motor Company (F) 0.1 $137k 12k 11.14
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $30k 20k 1.50