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  Name: Copperleaf Capital LLC
  City: RALEIGH
  State: NC
  Zip: 27609
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $115,540,000
  Total Value Change : $17,335,000
  Securities Held Change : 12
   
All Securities Held : 91
  New Positions : 15
  Closed Positions : 5
  Increased Positions : 45
  Unchanged Positions : 3
  Decreased Positions : 28

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 6 New $38.43 $3,024,000 74,722 2.62% 3,024,000 74,722 0.83    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 17 New $181.64 $1,908,000 10,214 1.65% 1,908,000 10,214 0.007    Closed - End Fund - E...
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 21 New $46.04 $1,622,000 36,526 1.4% 1,622,000 36,526 0.406    N/A
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) 38 New $132.64 $948,000 6,373 0.82% 948,000 6,373 0.001    Beverage - Brewers
   (DGCB)1 Year Chart         DGCB Dimensional Global Credit Etf 42 New $0.00 $848,000 16,019 0.73% 848,000 16,019 0.178    N/A
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 43 New $0.00 $821,000 13,235 0.71% 821,000 13,235 0.147    N/A
   (DFGX)1 Year Chart         DFGX Dimensional Global Ex Us Co... 53 New $0.00 $660,000 12,458 0.57% 660,000 12,458 0.138    N/A
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 54 New $0.00 $649,000 6,960 0.56% 649,000 6,960 0.018    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 67 New $0.00 $453,000 8,631 0.39% 453,000 8,631 0.01    N/A
   (FALN)1 Year Chart         FALN Ishares Fallen Angels Usd Bond 72 New $0.00 $343,000 12,765 0.3% 343,000 12,765 0.008    N/A
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 74 New $0.00 $331,000 5,758 0.29% 331,000 5,758 0.022    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 82 New $38.32 $219,000 5,056 0.19% 219,000 5,056 0    CATV Systems
   (WFC)1 Year Chart         WFC Wells Fargo & Co 83 New $57.13 $219,000 3,770 0.19% 219,000 3,770 0    Domestic Money Center...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 86 New $408.50 $207,000 491 0.18% 207,000 491 0.001    Property & Casualty I...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 88 New $57.31 $206,000 3,519 0.18% 206,000 3,519 0.001    Closed - End Fund - F...
      15 Records Found
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