Canvas Wealth Advisors

Canvas Wealth Advisors as of March 31, 2023

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 136 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.7 $18M 60k 304.83
Custom Truck One Source Com Cl A (CTOS) 7.2 $17M 2.7M 6.28
Apple (AAPL) 6.6 $16M 94k 168.41
Alphabet Cap Stk Cl A (GOOGL) 5.3 $13M 117k 107.59
Ishares Tr Core S&p Us Gwt (IUSG) 4.7 $11M 127k 89.28
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.7 $11M 136k 81.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $8.9M 23k 378.81
Ishares Tr Core S&p Ttl Stk (ITOT) 3.6 $8.7M 96k 90.69
Amazon (AMZN) 3.6 $8.6M 78k 109.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $7.9M 110k 71.82
Advanced Micro Devices (AMD) 2.7 $6.5M 75k 87.44
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.4 $5.7M 98k 58.41
Uber Technologies (UBER) 2.3 $5.4M 183k 29.70
Ishares Tr Core S&p Us Vlu (IUSV) 2.0 $4.7M 63k 74.27
Vanguard Index Fds Growth Etf (VUG) 1.7 $4.0M 16k 250.11
3M Company (MMM) 1.5 $3.7M 35k 105.33
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $3.4M 34k 99.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $3.2M 9.9k 326.23
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.7M 6.6k 414.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $2.5M 5.00 499700.00
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $2.5M 35k 70.54
Charles Schwab Corporation (SCHW) 1.0 $2.4M 46k 51.73
Kimberly-Clark Corporation (KMB) 1.0 $2.4M 16k 146.38
Smith & Nephew Spdn Adr New (SNN) 1.0 $2.3M 71k 32.35
Dentsply Sirona (XRAY) 0.9 $2.2M 52k 41.36
Ishares Tr Core Msci Eafe (IEFA) 0.9 $2.1M 31k 68.80
NVIDIA Corporation (NVDA) 0.8 $1.9M 6.8k 272.25
Medtronic SHS (MDT) 0.7 $1.6M 17k 91.38
JPMorgan Chase & Co. (JPM) 0.6 $1.5M 11k 137.05
Palantir Technologies Cl A (PLTR) 0.6 $1.5M 192k 7.82
Clorox Company (CLX) 0.6 $1.4M 8.6k 166.20
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.4M 15k 93.14
Palo Alto Networks (PANW) 0.6 $1.4M 7.5k 185.12
Tesla Motors (TSLA) 0.6 $1.4M 8.6k 160.19
Northern Trust Corporation (NTRS) 0.6 $1.4M 18k 77.03
Travelers Companies (TRV) 0.6 $1.4M 7.6k 180.26
Cisco Systems (CSCO) 0.6 $1.4M 29k 46.56
Universal Hlth Svcs CL B (UHS) 0.6 $1.3M 9.1k 145.83
Ishares Tr National Mun Etf (MUB) 0.5 $1.1M 10k 106.81
Healthcare Rlty Tr Cl A Com (HR) 0.4 $1.1M 55k 19.44
Mueller Wtr Prods Com Ser A (MWA) 0.4 $1.0M 76k 13.35
Ishares Tr U.s. Tech Etf (IYW) 0.4 $994k 11k 92.31
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $966k 4.7k 207.55
Ishares Core Msci Emkt (IEMG) 0.4 $930k 19k 48.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $919k 12k 76.49
Wal-Mart Stores (WMT) 0.4 $859k 5.7k 151.38
Alphabet Cap Stk Cl C (GOOG) 0.4 $847k 7.8k 108.37
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.4 $841k 3.2k 259.61
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $806k 9.8k 82.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $769k 3.8k 204.50
Johnson & Johnson (JNJ) 0.3 $767k 4.7k 163.00
Reinsurance Grp Of America I Com New (RGA) 0.3 $716k 5.1k 141.65
Vanguard Index Fds Value Etf (VTV) 0.3 $715k 5.1k 139.34
Meta Platforms Cl A (META) 0.3 $713k 3.0k 238.56
Globus Med Cl A (GMED) 0.3 $689k 12k 57.53
Verizon Communications (VZ) 0.3 $675k 17k 38.79
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $672k 13k 52.42
Bank of America Corporation (BAC) 0.3 $666k 23k 28.89
Zimmer Holdings (ZBH) 0.3 $657k 4.7k 138.35
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $651k 13k 50.34
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $637k 15k 41.41
Walt Disney Company (DIS) 0.3 $617k 6.2k 99.93
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $610k 8.5k 71.79
Kroger (KR) 0.2 $570k 12k 48.34
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $555k 12k 47.16
Stryker Corporation (SYK) 0.2 $537k 1.8k 298.22
McDonald's Corporation (MCD) 0.2 $532k 1.8k 294.79
Costco Wholesale Corporation (COST) 0.2 $514k 1.0k 501.28
Home Depot (HD) 0.2 $511k 1.7k 293.99
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $507k 10k 50.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $490k 15k 32.88
Visa Com Cl A (V) 0.2 $480k 2.1k 228.98
Nutrien (NTR) 0.2 $470k 6.8k 69.00
Chubb (CB) 0.2 $455k 2.3k 199.05
UnitedHealth (UNH) 0.2 $449k 915.00 490.23
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $446k 6.5k 68.88
Aptar (ATR) 0.2 $445k 3.8k 116.58
Shopify Cl A (SHOP) 0.2 $444k 9.3k 47.59
Calavo Growers (CVGW) 0.2 $429k 14k 31.09
ICU Medical, Incorporated (ICUI) 0.2 $423k 2.2k 188.45
Mission Produce (AVO) 0.2 $411k 37k 11.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $411k 4.9k 83.66
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $406k 7.0k 57.63
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $404k 13k 30.19
Crowdstrike Hldgs Cl A (CRWD) 0.2 $392k 3.1k 126.05
Oracle Corporation (ORCL) 0.2 $389k 4.1k 95.04
American Centy Etf Tr International Lr (AVIV) 0.2 $386k 7.9k 49.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $383k 8.3k 46.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $378k 4.7k 79.97
Teladoc (TDOC) 0.2 $365k 13k 27.41
Lululemon Athletica (LULU) 0.2 $365k 964.00 378.08
American Water Works (AWK) 0.2 $363k 2.4k 148.45
Ishares Tr Us Consum Discre (IYC) 0.2 $361k 5.6k 64.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $359k 3.4k 105.91
Prosperity Bancshares (PB) 0.2 $359k 5.8k 62.35
Adobe Systems Incorporated (ADBE) 0.1 $353k 951.00 371.42
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $340k 1.5k 224.69
Exxon Mobil Corporation (XOM) 0.1 $336k 2.9k 116.83
Vanguard World Fds Health Car Etf (VHT) 0.1 $332k 1.4k 243.56
Amphenol Corp Cl A (APH) 0.1 $328k 4.4k 74.79
Nike CL B (NKE) 0.1 $321k 2.6k 125.68
Vanguard World Mega Grwth Ind (MGK) 0.1 $319k 1.5k 206.57
Pepsi (PEP) 0.1 $310k 1.6k 189.69
Boeing Company (BA) 0.1 $308k 1.5k 206.04
Ishares Tr Core Msci Euro (IEUR) 0.1 $306k 5.6k 54.55
Diageo Spon Adr New (DEO) 0.1 $306k 1.6k 189.25
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $303k 7.2k 42.17
Vanguard Index Fds Large Cap Etf (VV) 0.1 $302k 1.6k 188.03
Mastercard Incorporated Cl A (MA) 0.1 $301k 805.00 373.67
Broadcom (AVGO) 0.1 $292k 472.00 617.75
Starbucks Corporation (SBUX) 0.1 $290k 2.6k 112.75
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $286k 2.6k 109.08
Quest Diagnostics Incorporated (DGX) 0.1 $284k 2.0k 141.03
Ishares Tr Core Msci Total (IXUS) 0.1 $283k 4.5k 63.02
Raytheon Technologies Corp (RTX) 0.1 $282k 2.8k 99.39
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $273k 1.4k 199.40
Merck & Co (MRK) 0.1 $266k 2.3k 115.16
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $262k 3.1k 84.93
Procter & Gamble Company (PG) 0.1 $260k 1.7k 156.47
Thermo Fisher Scientific (TMO) 0.1 $257k 474.00 543.11
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $253k 1.9k 133.74
Eli Lilly & Co. (LLY) 0.1 $249k 638.00 390.35
Accenture Plc Ireland Shs Class A (ACN) 0.1 $244k 886.00 275.45
PNC Financial Services (PNC) 0.1 $239k 1.9k 128.02
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $233k 8.4k 27.69
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $227k 9.1k 24.93
Mondelez Intl Cl A (MDLZ) 0.1 $227k 3.1k 73.82
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $219k 575.00 380.63
Abbvie (ABBV) 0.1 $218k 1.5k 148.87
Novo-nordisk A S Adr (NVO) 0.1 $216k 1.3k 166.02
Phillips 66 (PSX) 0.1 $214k 2.2k 97.74
Chevron Corporation (CVX) 0.1 $213k 1.3k 166.95
Draftkings Com Cl A (DKNG) 0.1 $204k 9.7k 20.95
Ford Motor Company (F) 0.1 $139k 12k 11.61
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $57k 20k 2.85
Selectquote Ord (SLQT) 0.0 $16k 15k 1.09