Portfolio (Quarterly)
Guide ↗
Canvas Wealth Advisors, LLC
· CIK 0001858782| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IUSV | ISHARES TR | — | 81,196.0 | $8.9M | 1.25% | NEW | — | $110.15 | +3.8% |
| 22 | AVLC | AMERICAN CENTY ETF TR | — | 91,889.0 | $8.3M | 1.15% | NEW | — | $89.96 | +1.3% |
| 23 | DFAC | DIMENSIONAL ETF TRUST | — | 181,125.0 | $8.0M | 1.12% | NEW | — | $44.36 | +2.3% |
| 24 | — | BERKSHIRE HATHAWAY INC DEL | — | 15,609.0 | $7.8M | 1.09% | NEW | — | $500.40 | — |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 9,010.0 | $6.9M | 0.96% | NEW | — | $190.78 | -0.2% |
| 26 | AGG | ISHARES TR | — | 58,191.0 | $5.8M | 0.80% | NEW | — | $98.98 | -1.5% |
| 27 | AVEM | AMERICAN CENTY ETF TR | — | 57,073.0 | $5.5M | 0.77% | NEW | — | $96.49 | -3.1% |
| 28 | JPM | JPMORGAN CHASE & CO | Financial Services | 15,294.0 | $5.0M | 0.70% | NEW | — | $327.33 | +7.4% |
| 29 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 43,463.0 | $4.8M | 0.67% | NEW | — | $110.99 | -2.1% |
| 30 | IEFA | ISHARES TR | — | 48,375.0 | $4.7M | 0.65% | NEW | — | $96.58 | +3.5% |
| 31 | VTI | VANGUARD INDEX FDS | — | 11,956.0 | $4.4M | 0.62% | NEW | — | $370.05 | +1.8% |
| 32 | HOOD | ROBINHOOD MKTS INC | Financial Services | 42,697.0 | $4.3M | 0.60% | NEW | — | $100.28 | -5.2% |
| 33 | VUG | VANGUARD INDEX FDS | — | 47,993.0 | $4.1M | 0.58% | NEW | — | $86.14 | +1.2% |
| 34 | AVGO | BROADCOM INC | Technology | 10,218.0 | $3.9M | 0.54% | NEW | — | $377.76 | -3.6% |
| 35 | VXUS | VANGUARD STAR FDS | — | 43,390.0 | $3.7M | 0.52% | NEW | — | $85.49 | +1.8% |
| 36 | BINC | BLACKROCK ETF TRUST II | — | 70,777.0 | $3.7M | 0.52% | NEW | — | $52.34 | -0.6% |
| 37 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 2,143.0 | $3.6M | 0.51% | NEW | — | $1697.39 | +13.2% |
| 38 | VB | VANGUARD INDEX FDS | — | 11,508.0 | $3.5M | 0.49% | NEW | — | $303.13 | -0.1% |
| 39 | AVUV | AMERICAN CENTY ETF TR | — | 27,854.0 | $3.5M | 0.48% | NEW | — | $124.76 | +0.7% |
| 40 | META | META PLATFORMS INC | Communication Services | 5,850.0 | $3.3M | 0.46% | NEW | — | $563.28 | -3.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.1%
Industrials
18.8%
Consumer Cyclical
12.8%
Communication Services
11.3%
Financial Services
5.1%
Consumer Defensive
4.9%
Healthcare
1.8%
Utilities
0.5%
Energy
0.5%
Real Estate
0.1%