Collective Family Office LLC Incresed Positions in Q4 2024

Collective Family Office LLC

  • $360 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
50.5K
+ 11.11%
$50.02 - $51.24 $2.52M - $2.59M
505K $25.3M
PULS
Pgim ETF Tr

ETFs
35.3K
+ 706.32%
$49.51 - $49.79 $1.75M - $1.76M
40.3K $2M
AVUV
American Centy ETF Tr Avantis

ETFs
10.5K
+ 7.58%
$94.37 - $106.41 $992K - $1.12M
149K $14.4M
AVLV
American Centy ETF Tr Avantis
9.08K
+ 6.6%
$65.51 - $71.22 $595K - $647K
147K $9.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.1K
+ 34.34%
$49.79 - $51.14 $700K - $719K
55K $2.76M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
28.1K
+ 4.52%
$23.02 - $23.23 $647K - $653K
650K $15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.54K
+ 164.56%
$174.22 - $187.62 $616K - $664K
5.69K $996K
AVIV
American Centy ETF Tr Avantis
13.6K
+ 23.46%
$51.24 - $55.81 $699K - $761K
71.8K $3.73M
FNDX
Schwab Fundamental U S Large C

ETFs
155K
+ 230.18%
$23.49 - $71.77 $3.65M - $11.1M
223K $5.28M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.67K
+ 101.72%
$55.1 - $61.74 $478K - $535K
17.2K $951K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.83K
+ 41.46%
$78.43 - $87.17 $379K - $421K
16.5K $1.32M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.47K
+ 14.37%
$63.58 - $71.15 $347K - $389K
43.5K $2.83M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
15.4K
+ 8.16%
$23.25 - $23.56 $357K - $362K
203K $4.74M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.94K
+ 14.04%
$45.38 - $46.88 $315K - $325K
56.3K $2.57M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.81K
+ 4.95%
$47.65 - $48.6 $372K - $379K
165K $7.9M
AVGO
Broadcom Inc.

Technology
100
+ 3.44%
$159.67 - $250.0 $16K - $25K
3.01K $697K
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.33K
+ 6.24%
$30.18 - $33.87 $161K - $180K
90.7K $2.79M
AVUS
American Centy ETF Tr Avantis

ETFs
1.11K
+ 5.99%
$94.36 - $102.06 $105K - $114K
19.7K $1.91M
VOT
Vanguard Mid Cap Growth Index

ETFs
246
+ 4.95%
$241.48 - $274.89 $59.4K - $67.6K
5.21K $1.32M
VLO
Valero Energy Corp

Energy
1.24K
+ 30.59%
$118.59 - $144.02 $146K - $178K
5.27K $646K
FNDA
Schwab Fundamental U S Small C

ETFs
220K
+ 101.85%
$29.26 - $59.11 $6.45M - $13M
437K $13M
HDV
Ishares Core High Dividend ETF

ETFs
1.04K
+ 13.77%
$110.82 - $121.28 $115K - $126K
8.6K $964K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
149
+ 3.07%
$129.96 - $144.97 $19.4K - $21.6K
5K $697K
DFIV
Dimensional ETF Tr

ETFs
2.99K
+ 10.83%
$34.86 - $37.97 $104K - $113K
30.6K $1.08M
VIG
Vanguard Dividend Appreciation

ETFs
146
+ 1.4%
N/A
10.6K $1.93M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
16.3K
+ 100.0%
$27.45 - $55.56 $448K - $906K
32.6K $923K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.13%
$178.39 - $215.0 $357 - $430
1.53K $294K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 200.0%
$22.4 - $68.28 $235K - $716K
15.7K $364K
VTWO
Vanguard Russell 2000 ETF

ETFs
12
+ 0.3%
$87.42 - $98.06 $1.05K - $1.18K
4.06K $362K
Dimensional ETF Trust
5.09K
+ 7.17%
N/A
76K $0
Goldman Sachs ETF Tr
522
+ 7.28%
N/A
7.7K $0
SCLX
Scilex Hldg CO Com
20.2K
+ 166.93%
N/A
32.3K $0
Pgim ETF Tr
810
+ 4.46%
N/A
19K $0
Dimensional ETF Trust
959
+ 5.55%
N/A
18.2K $0
XOM
Exxon Mobil Corp

Energy
144
+ 6.69%
$105.51 - $125.37 $15.2K - $18.1K
2.3K $246K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.05%
$385.02 - $431.37 $385 - $431
2.11K $821K
MSFT
Microsoft Corp

Technology
62
+ 0.85%
$406.35 - $454.46 $25.2K - $28.2K
7.33K $3.09M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.7K
+ 98.83%
$18.41 - $40.87 $233K - $518K
25.5K $471K
IBRX
Immunity Bio, Inc.

Healthcare
9.47K
+ 11.93%
$2.56 - $6.17 $24.2K - $58.4K
88.8K $227K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
62.9K
+ 201.26%
$26.93 - $84.95 $1.7M - $5.35M
94.2K $2.57M
AVDE
American Centy ETF Tr Avantis

ETFs
1.9K
+ 5.71%
$60.9 - $66.69 $116K - $127K
35.2K $2.16M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.4K
+ 4.65%
$31.23 - $33.51 $420K - $450K
302K $9.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
43.6K
+ 183.71%
$27.54 - $83.04 $1.2M - $3.62M
67.3K $1.87M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.62K
+ 8.47%
$79.93 - $88.06 $529K - $583K
84.7K $6.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.7K
+ 79.55%
$25.33 - $51.16 $474K - $958K
42.3K $1.09M
IXUS
Ishares Tr

ETFs
15
+ 0.06%
$65.95 - $72.56 $989 - $1.09K
24.1K $1.59M
DFIS
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 5.83%
$24.25 - $26.7 $264K - $291K
198K $4.85M
REET
Ishares Global Reit ETF

ETFs
2.27K
+ 2.73%
$23.43 - $26.54 $53.2K - $60.2K
85.5K $2.05M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
13.9K
+ 3.58%
$19.47 - $20.95 $270K - $291K
401K $7.83M
Activity Summary
Buys All Purchases 62 New Holdings 3 Increased Positions 59 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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