Canvas Wealth Advisors

Canvas Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 145 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Custom Truck One Source Com Cl A (CTOS) 8.8 $21M 3.1M 6.81
Microsoft Corporation (MSFT) 7.3 $17M 74k 235.81
Apple (AAPL) 6.0 $14M 106k 135.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.6 $13M 37k 359.73
Alphabet Cap Stk Cl A (GOOGL) 5.0 $12M 131k 91.12
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.9 $12M 150k 77.79
Ishares Tr Core S&p Us Gwt (IUSG) 3.9 $9.4M 114k 82.75
Vanguard Index Fds Growth Etf (VUG) 3.1 $7.3M 33k 222.98
Advanced Micro Devices (AMD) 2.8 $6.8M 96k 70.53
Amazon (AMZN) 2.7 $6.6M 69k 95.46
Uber Technologies (UBER) 2.6 $6.3M 217k 28.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $5.8M 76k 75.69
Ishares Tr Core S&p Ttl Stk (ITOT) 1.6 $3.9M 44k 87.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $3.4M 11k 308.30
Ishares Tr Core S&p500 Etf (IVV) 1.3 $3.1M 8.0k 393.33
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $2.9M 39k 73.12
Kimberly-Clark Corporation (KMB) 1.2 $2.8M 21k 132.84
Dentsply Sirona (XRAY) 1.2 $2.8M 76k 36.92
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.8M 28k 99.46
3M Company (MMM) 1.1 $2.6M 21k 122.75
Smith & Nephew Spdn Adr New (SNN) 1.1 $2.5M 91k 28.01
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.3M 36k 66.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $2.3M 5.00 466260.00
JPMorgan Chase & Co. (JPM) 0.9 $2.2M 16k 136.57
Clorox Company (CLX) 0.9 $2.1M 15k 143.32
FutureFuel (FF) 0.8 $1.8M 192k 9.38
Cisco Systems (CSCO) 0.7 $1.7M 37k 46.90
Travelers Companies (TRV) 0.7 $1.7M 9.2k 183.64
Northern Trust Corporation (NTRS) 0.7 $1.7M 17k 98.97
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $1.7M 58k 28.68
Ishares Tr Core Msci Total (IXUS) 0.7 $1.6M 27k 61.96
Palo Alto Networks (PANW) 0.7 $1.6M 11k 141.68
Universal Hlth Svcs CL B (UHS) 0.6 $1.5M 10k 145.65
NVIDIA Corporation (NVDA) 0.6 $1.5M 8.6k 173.77
Wal-Mart Stores (WMT) 0.6 $1.4M 9.9k 140.84
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.4M 14k 100.73
Ishares Tr Core Msci Euro (IEUR) 0.6 $1.4M 26k 51.58
ICU Medical, Incorporated (ICUI) 0.6 $1.3M 7.6k 174.81
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.6 $1.3M 5.1k 256.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.3M 17k 76.33
Ishares Core Msci Emkt (IEMG) 0.5 $1.3M 25k 50.10
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.2M 18k 70.10
Baxter International (BAX) 0.5 $1.1M 25k 44.00
Tesla Motors (TSLA) 0.5 $1.1M 8.4k 128.78
Mueller Wtr Prods Com Ser A (MWA) 0.4 $1.1M 88k 11.92
Palantir Technologies Cl A (PLTR) 0.4 $994k 144k 6.90
Vanguard Index Fds Value Etf (VTV) 0.4 $967k 6.9k 141.01
Ishares Tr U.s. Tech Etf (IYW) 0.4 $959k 12k 77.80
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $958k 10k 93.78
Healthcare Rlty Tr Cl A Com (HR) 0.4 $940k 45k 20.92
Alphabet Cap Stk Cl C (GOOG) 0.4 $921k 10k 91.78
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $915k 12k 77.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $914k 4.7k 196.60
Johnson & Johnson (JNJ) 0.4 $880k 5.2k 169.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $822k 11k 72.75
Bank of America Corporation (BAC) 0.3 $765k 23k 33.72
Home Depot (HD) 0.3 $752k 2.3k 323.63
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $705k 9.1k 77.27
Walt Disney Company (DIS) 0.3 $683k 6.9k 99.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $678k 2.4k 277.85
Crowdstrike Hldgs Cl A (CRWD) 0.3 $659k 6.5k 101.00
Ishares Tr Core Msci Pac (IPAC) 0.3 $643k 11k 56.36
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $611k 13k 47.60
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $607k 6.8k 89.47
Aptar (ATR) 0.2 $572k 5.1k 111.97
Ishares Tr National Mun Etf (MUB) 0.2 $571k 5.3k 108.21
Reinsurance Grp Of America I Com New (RGA) 0.2 $536k 3.8k 141.21
Kroger (KR) 0.2 $533k 12k 45.26
Nutrien (NTR) 0.2 $526k 6.8k 77.35
Vanguard World Fds Health Car Etf (VHT) 0.2 $524k 2.1k 244.57
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $515k 7.3k 70.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $511k 3.1k 165.80
Adobe Systems Incorporated (ADBE) 0.2 $508k 1.5k 341.31
Visa Com Cl A (V) 0.2 $495k 2.3k 219.47
Prosperity Bancshares (PB) 0.2 $492k 6.8k 72.90
Aerojet Rocketdy 0.2 $487k 8.7k 56.11
Chubb (CB) 0.2 $486k 2.2k 220.58
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $485k 15k 31.83
Equity Comwlth Com Sh Ben Int (EQC) 0.2 $483k 19k 25.31
Ishares Tr Us Consum Discre (IYC) 0.2 $466k 7.7k 60.85
Stryker Corporation (SYK) 0.2 $451k 1.8k 252.02
Meta Platforms Cl A (META) 0.2 $446k 3.3k 133.02
Boeing Company (BA) 0.2 $439k 2.1k 209.41
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $430k 5.0k 85.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $428k 4.9k 87.13
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $428k 5.3k 80.94
Shopify Cl A (SHOP) 0.2 $427k 11k 39.17
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $427k 3.1k 139.53
Mission Produce (AVO) 0.2 $411k 34k 11.98
McDonald's Corporation (MCD) 0.2 $406k 1.5k 265.96
Nike CL B (NKE) 0.2 $398k 3.1k 126.44
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $397k 7.9k 50.26
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.2 $393k 6.2k 63.26
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $391k 1.8k 211.53
American Water Works (AWK) 0.2 $386k 2.5k 152.68
Laboratory Corp Amer Hldgs Com New 0.2 $382k 1.5k 251.35
Teladoc (TDOC) 0.2 $373k 14k 26.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $373k 6.6k 56.73
SJW (SJW) 0.2 $360k 4.6k 77.96
Medtronic SHS (MDT) 0.2 $359k 4.6k 78.73
Amphenol Corp Cl A (APH) 0.1 $358k 4.5k 78.91
Starbucks Corporation (SBUX) 0.1 $353k 3.4k 105.00
Verizon Communications (VZ) 0.1 $349k 8.7k 39.97
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $344k 7.9k 43.55
Exxon Mobil Corporation (XOM) 0.1 $342k 3.1k 110.61
UnitedHealth (UNH) 0.1 $323k 679.00 476.28
Broadcom (AVGO) 0.1 $323k 563.00 574.29
Raytheon Technologies Corp (RTX) 0.1 $311k 3.2k 95.74
Costco Wholesale Corporation (COST) 0.1 $304k 633.00 479.48
Vanguard World Mega Grwth Ind (MGK) 0.1 $296k 1.6k 179.90
Diageo Spon Adr New (DEO) 0.1 $294k 1.6k 183.43
Quest Diagnostics Incorporated (DGX) 0.1 $293k 2.0k 145.12
Mastercard Incorporated Cl A (MA) 0.1 $291k 789.00 368.92
Procter & Gamble Company (PG) 0.1 $291k 2.0k 146.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $287k 6.4k 44.95
Vanguard Index Fds Large Cap Etf (VV) 0.1 $286k 1.6k 178.37
Applied Materials (AMAT) 0.1 $282k 2.6k 109.70
Phillips 66 (PSX) 0.1 $280k 2.7k 102.71
Oracle Corporation (ORCL) 0.1 $261k 3.0k 86.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $260k 2.3k 111.34
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $258k 11k 23.46
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $258k 1.4k 188.14
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $251k 1.1k 225.61
American Centy Etf Tr International Lr (AVIV) 0.1 $250k 5.2k 48.28
Chevron Corporation (CVX) 0.1 $250k 1.4k 177.23
Block Cl A (SQ) 0.1 $248k 3.4k 72.11
Novo-nordisk A S Adr (NVO) 0.1 $248k 1.8k 139.76
Merck & Co (MRK) 0.1 $242k 2.2k 108.79
Cal Maine Foods Com New (CALM) 0.1 $233k 4.2k 55.34
Docusign (DOCU) 0.1 $228k 4.0k 57.50
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $225k 677.00 332.99
General Dynamics Corporation (GD) 0.1 $224k 943.00 237.00
Eli Lilly & Co. (LLY) 0.1 $221k 627.00 352.01
Qualcomm (QCOM) 0.1 $219k 1.8k 122.04
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $218k 4.0k 54.12
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $218k 5.4k 40.79
Ishares Tr Us Consm Staples (IYK) 0.1 $216k 1.1k 196.43
Corning Incorporated (GLW) 0.1 $216k 6.0k 35.94
Accenture Plc Ireland Shs Class A (ACN) 0.1 $209k 751.00 278.05
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $207k 2.8k 74.15
Pepsi (PEP) 0.1 $202k 1.2k 171.62
Draftkings Com Cl A (DKNG) 0.1 $201k 15k 13.89
Ford Motor Company (F) 0.1 $169k 14k 12.41
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $30k 20k 1.48
Selectquote Ord (SLQT) 0.0 $11k 15k 0.71