CAPITAL PERFORMANCE ADVISORS LLP

Q4 2024 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    170

  • Value ($000)

    $312,664

  • Date Filed
    01/31/2025
  • Form type
    13F-HR
  • CIK
    0001905663
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$54.87M
18 %

1,586,370

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$44.57M
14 %

800,804

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$21.84M
7 %

533,846

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$20.01M
6 %

563,901

A
AAPL

APPLE INC

COM
037833100
$17.15M
6 %

68,478

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$12.70M
4 %

21,570

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$10.52M
3 %

165,033

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$9.58M
3 %

147,219

M
MSFT

MICROSOFT CORP

COM
594918104
$6.58M
2 %

15,609

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$6.38M
2 %

66,111

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 170