Collective Family Office LLC Portfolio Holdings
Collective Family Office LLC
- $336 Million
- Q2 2024
Collective Family Office LLC has filed its 13F form on July 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $336 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan Tr Mun ETF (De) with a value of $20.3M, Dimensional ETF Tr with a value of $11.9M, American Centy ETF Tr Avantis with a value of $11.6M, Schwab Fundamental U S Small C with a value of $11.4M, and Vanguard Value ETF with a value of $10.1M.
Examining the 13F form we can see an increase of $30.9M in the current position value, from $305M to 336M.
Below you can find more details about Collective Family Office LLC portfolio as well as his latest detailed transactions.