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RBB shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of RBB (TMFX) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 602 18.69

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding RBB

Susquehanna International
Capital Performance Advisors
Advisor Group Holdings
Bogart Wealth
Morgan Stanley

View all funds holding RBB