Copperleaf Capital, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.2M, Ishares Core Total Usd Bond Ma with a value of $7.97M, Ishares S&P 500 Growth ETF with a value of $5.07M, Dimensional ETF Tr U S Core Eq with a value of $4.86M, and Ishares Msci Usa Quality Facto with a value of $4.25M.
Examining the 13F form we can see an increase of $7.52M in the current position value, from $115M to 123M.
Copperleaf Capital, LLC is based out at Raleigh, NC
Below you can find more details about Copperleaf Capital, LLC portfolio as well as his latest detailed transactions.
