Top 50 Collective Family Office Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | 8.13% | 722.4K | $36.1M | +1.56%(+11.11K) | $50.43(-0.32%) | 2026-03-31 | |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 3.96% | 759.3K | $17.6M | +3.24%(+23.80K) | $23.31(-0.52%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.5% | 458.9K | $15.5M | +3.35%(+14.89K) | $24.43(+59.16%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 3.32% | 183.1K | $14.8M | +3.85%(+6.80K) | $57.98(+50.70%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.15% | 126.7K | $14.0M | +2.65%(+3.28K) | $82.96(+44.85%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 2.97% | 269.8K | $13.2M | +1.98%(+5.23K) | $32.70(+59.22%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.96% | 131.8K | $13.2M | -2.16%(-2.92K) | $60.34(+75.84%) | 2026-03-31 | |
| PFFD | GLOBAL X FDS | 2.89% | 697.3K | $12.8M | +14.80%(+89.91K) | $21.01(-9.80%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.83% | 64.2K | $12.6M | -1.22%(-791) | $138.75(+48.84%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 2.73% | 374.6K | $12.1M | +5.12%(+18.25K) | $26.82(+33.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.88% | +25.57% |
| Top 20 Holdings Unweighted | +8.77% | +28.67% |
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