CAPITAL PERFORMANCE ADVISORS LLP
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwalnut creek, CA
- CIK0001905663
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
170 | $312.67M | DFAC, DFAT, DFUV, DFIV | 13F-HR | Jan 31, 2025 | 000190566325000001 | ||
2,899 | $328.89M | DFAC, DFAT, DFUV, DFIV | 13F-HR | Nov 1, 2024 | 000190566324000003 | ||
93 | $263.26M | DFAC, DFAT, DFUV, DFIV | 13F-HR | Aug 2, 2024 | 000108514624003425 | ||
83 | $261.60M | DFAC, DFAT, DFUV, DFIV | 13F-HR | Apr 26, 2024 | 000108514624002069 | ||
79 | $231.36M | DFAC, DFAT, DFUV, DFIV | 13F-HR | Feb 6, 2024 | 000108514624000779 | ||
56 | $196.45M | DFAC, DFAT, DFIV, DFUV | 13F-HR | Nov 2, 2023 | 000172554723001701 | ||
59 | $202.60M | DFAC, DFAT, DFIV, DFUV | 13F-HR | Aug 11, 2023 | 000172554723000227 | ||
53 | $186.04M | DFAC, DFAT, DFIV, DFUV | 13F-HR | May 8, 2023 | 000172554723000117 | ||
51 | $174.16M | DFAC, DFAT, DFUV, DFIV | 13F-HR | Feb 6, 2023 | 000172554723000013 | ||
46 | $154.97M | DFAC, DFAT, DFUV, DFIV | 13F-HR | Oct 26, 2022 | 000172554722000162 | ||
49 | $162.71M | DFAC, DFAT, DFUV, DFIV | 13F-HR | Jul 26, 2022 | 000172554722000116 | ||
54 | $175.19M | DFAC, DFAT, DFIV, IVV | 13F-HR | Apr 14, 2022 | 000172554722000054 | ||
49 | $165.21M | DFAC, DFAT, DFIV, IVV | 13F-HR | Jan 28, 2022 | 000172554722000021 |