Capital Performance Advisors LLP ETFs

Capital Performance Advisors LLP

$325 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLC Select Sector Spdr Tr Communic	$0	$11,000 0.0% of portfolio	126	Q3 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$11,000 0.0% of portfolio	113	Q3 2024 New
TIPZ Pimco ETF Tr Broad Us Tips Ind	$0	$10,000 0.0% of portfolio	201	Q3 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$10,000 0.0% of portfolio	197	Q3 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$8,000 0.0% of portfolio	83	Q3 2024 New
ROBO Robo Global Robotics And Autom	$0	$7,000 0.0% of portfolio	139	Q3 2024 New
BOTZ Global X Fds	$0	$7,000 0.0% of portfolio	242	Q3 2024 New
IGE Ishares Tr North Amern Nat Res	$0	$6,000 0.0% of portfolio	155	Q3 2024 New
BLV Vanguard Bd Index Fd Inc Long	$0	$6,000 0.0% of portfolio	88	Q3 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$5,000 0.0% of portfolio	99	Q3 2024 New
SLV I Shares Silver Trust	$15.2B	$5,000 0.0% of portfolio	200	Q3 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$5,000 0.0% of portfolio	242	Q3 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$5,000 0.0% of portfolio	89	Q3 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$4,000 0.0% of portfolio	80	Q3 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$4,000 0.0% of portfolio	32	Q3 2024 New
IEFA Ishares Tr	$0	$4,000 0.0% of portfolio	60	Q3 2024 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$4,000 0.0% of portfolio	81	Q3 2024 New
EFV Msci Eafe Value ETF	$0	$3,000 0.0% of portfolio	66	Q3 2024 New
BWX Spdr Bloomberg International T	$0	$3,000 0.0% of portfolio	160	Q3 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$3,000 0.0% of portfolio	147	Q3 2024 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$3,000 0.0% of portfolio	68	Q3 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$2,000 0.0% of portfolio	22	Q3 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$2,000 0.0% of portfolio	21	Q3 2024 New
SPTS Spdr Portfolio Short Term Trea	$0	$2,000 0.0% of portfolio	97	Q3 2024 New
IWN Ishares Russell2000 Val ETF	$0	$1,000 0.0% of portfolio	6	Q3 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$1,000 0.0% of portfolio	13	Q3 2024 New
IGM Ishares Expanded Tech Sector E	$0	$1,000 0.0% of portfolio	12	Q3 2024 New
JNK Spdr Bloomberg High Yield Bond	$0	$1,000 0.0% of portfolio	15	Q3 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$1,000 0.0% of portfolio	20	Q3 2024 New
VT Vanguard Total World Stk Index	$0	$1,000 0.0% of portfolio	10	Q3 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$1,000 0.0% of portfolio	20	Q3 2024 New
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$1,000 0.0% of portfolio	15	Q3 2024 New
VNQI Vanguard Global Ex U.S. Real	$0	$1,000 0.0% of portfolio	22	Q3 2024 New
ARKQ Ark Autonomous Technology & Ro	$0	$1,000 0.0% of portfolio	28	Q3 2024 New
IDU Ishares Tr U S Utils ETF	$0	$0 0.0% of portfolio	8	Q3 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$0 0.0% of portfolio	1	Q3 2024 New
SOXX Ishares Semiconductor ETF	$0	$0 0.0% of portfolio	0	Q3 2024 New
VHT Vanguard Health Care ETF	$0	$0 0.0% of portfolio	1	Q3 2024 New
CRDA Crawford & CO Class A	$0	$0 0.0% of portfolio	-	Q3 2024 New
RWX Spdr Dow Jones International R	$0	$0 0.0% of portfolio	14	Q3 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$0 0.0% of portfolio	7	Q3 2024 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	1,620	Q3 2024 New
EMB Ishares Tr	$0	$0 0.0% of portfolio	5	Q3 2024 New
DZZ Deutsche Bank Aktiengesellschaft	$0	$0 0.0% of portfolio	1	Q3 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$0 0.0% of portfolio	20	Q3 2024 New
LTPZ Pimco ETF Tr 15+ Yr Us Tips In	$0	$0 0.0% of portfolio	6	Q3 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$0 0.0% of portfolio	1	Q3 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$0 0.0% of portfolio	16	Q3 2024 New
LIT Global X Fds Global X Lithium	$0	$0 0.0% of portfolio	1	Q3 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$0 0.0% of portfolio	1	Q3 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.