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| Name: |
Canvas Wealth Advisors LLC |
| City: |
Overland Park |
| State: |
KS |
| Zip: |
66210 |
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data |
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| Holdings
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34 |
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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 |
|
VXUS |
Vanguard Total Internationa... |
30 |
New |
$61.27 |
$2,139,000 |
36,941 |
0.72% |
2,139,000 |
36,941 |
0.006 |
Closed - End Fund - E... |
|
|
FBND |
Fidelity Total Bond Etf |
31 |
New |
$0.00 |
$2,095,000 |
47,325 |
0.7% |
2,095,000 |
47,325 |
0.016 |
N/A |
|
|
SOLV |
Solventum Corp |
41 |
New |
$59.34 |
$1,404,000 |
22,739 |
0.47% |
1,404,000 |
22,739 |
0.013 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
53 |
New |
$250.22 |
$690,000 |
2,875 |
0.23% |
690,000 |
2,875 |
0.005 |
Closed - End Fund - E... |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
72 |
New |
$0.00 |
$532,000 |
5,425 |
0.18% |
532,000 |
5,425 |
0.001 |
Closed - End Fund - E... |
|
|
IDA |
Idacorp Inc |
73 |
New |
$95.47 |
$525,000 |
5,814 |
0.18% |
525,000 |
5,814 |
0.012 |
Electric Utilities |
|
|
MELI |
Mercadolibre Inc |
75 |
New |
$1,725.58 |
$498,000 |
356 |
0.17% |
498,000 |
356 |
0.001 |
Business Services |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
76 |
New |
$0.00 |
$493,000 |
8,871 |
0.17% |
493,000 |
8,871 |
0.001 |
N/A |
|
|
BINC |
Blackrock Flexible Income Etf |
86 |
New |
$0.00 |
$410,000 |
7,932 |
0.14% |
410,000 |
7,932 |
0.009 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
89 |
New |
$0.00 |
$387,000 |
4,222 |
0.13% |
387,000 |
4,222 |
0 |
Closed - End Fund - E... |
|
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QLTY |
Gmo Us Quality Etf |
91 |
New |
$0.00 |
$379,000 |
13,229 |
0.13% |
379,000 |
13,229 |
0.147 |
N/A |
|
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NFLX |
Netflix Inc |
104 |
New |
$641.62 |
$282,000 |
459 |
0.09% |
282,000 |
459 |
0 |
Music & Video Stores |
|
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CVX |
Chevron Corp |
107 |
New |
$162.30 |
$280,000 |
1,791 |
0.09% |
280,000 |
1,791 |
0 |
Integrated Oil & Gas |
|
|
GPIX |
Goldman Sachs S&p 500 Core ... |
111 |
New |
$0.00 |
$274,000 |
6,123 |
0.09% |
274,000 |
6,123 |
0.068 |
N/A |
|
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DFUS |
Dimensional U S Equity Etf |
113 |
New |
$57.22 |
$269,000 |
4,938 |
0.09% |
269,000 |
4,938 |
0.001 |
N/A |
|
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JEPQ |
Jpmorgan Nasdaq Equity Prem... |
116 |
New |
$0.00 |
$267,000 |
5,120 |
0.09% |
267,000 |
5,120 |
0 |
N/A |
|
|
DISV |
Dfa Dimensional Internation... |
118 |
New |
$0.00 |
$265,000 |
10,085 |
0.09% |
265,000 |
10,085 |
0 |
N/A |
|
|
NOC |
Northrop Grumman Corp |
119 |
New |
$450.77 |
$263,000 |
582 |
0.09% |
263,000 |
582 |
0 |
Aerospace/Defense - M... |
|
|
ORLY |
O Reilly Automotive Inc |
120 |
New |
$963.26 |
$261,000 |
238 |
0.09% |
261,000 |
238 |
0 |
Auto Parts Stores |
|
|
CRM |
Salesforce.com Inc |
122 |
New |
$234.44 |
$246,000 |
891 |
0.08% |
246,000 |
891 |
0 |
Internet Software & S... |
|
|
FBTC |
Fidelity Wise Origin Bitcoi... |
126 |
New |
$0.00 |
$240,000 |
4,512 |
0.08% |
240,000 |
4,512 |
0 |
N/A |
|
|
MKC |
McCormick & Co Inc |
124 |
New |
$72.22 |
$240,000 |
3,316 |
0.08% |
240,000 |
3,316 |
0.06 |
Processed & Packaged ... |
|
|
QLD |
ProShares Ultra QQQ |
125 |
New |
$89.12 |
$240,000 |
3,000 |
0.08% |
240,000 |
3,000 |
0 |
Closed - End Fund - E... |
|
|
SJW |
SJW Corp |
129 |
New |
$54.71 |
$235,000 |
4,467 |
0.08% |
235,000 |
4,467 |
0 |
Water Utilities |
|
|
HOLX |
Hologic Inc |
128 |
New |
$73.78 |
$235,000 |
3,141 |
0.08% |
235,000 |
3,141 |
0.017 |
Medical Appliances & ... |
|
|
PSX |
Phillips 66 |
130 |
New |
$142.11 |
$233,000 |
1,484 |
0.08% |
233,000 |
1,484 |
0 |
Oil & Gas Refining, P... |
|
|
GL |
Globe Life Inc |
133 |
New |
$82.76 |
$228,000 |
3,603 |
0.08% |
228,000 |
3,603 |
0.003 |
Life & Health Insurance |
|
|
IJH |
iShares S&P MidCap 400 Index |
134 |
New |
$59.68 |
$227,000 |
4,010 |
0.08% |
227,000 |
4,010 |
0.002 |
Closed - End Fund - E... |
|
|
MAR |
Marriott International Inc |
135 |
New |
$231.17 |
$226,000 |
946 |
0.08% |
226,000 |
946 |
0 |
Lodging |
|
|
HYMB |
Spdr Nuveen S&p High Yi... |
136 |
New |
$25.23 |
$217,000 |
8,587 |
0.07% |
217,000 |
8,587 |
0.004 |
N/A |
|
|
INTU |
Intuit Inc |
138 |
New |
$576.44 |
$213,000 |
347 |
0.07% |
213,000 |
347 |
0 |
Application Software |
|
|
ACN |
Accenture Plc |
140 |
New |
$282.29 |
$209,000 |
666 |
0.07% |
209,000 |
666 |
0 |
Management Services |
|
|
QQQ |
Invesco QQQ Trust Series I |
142 |
New |
$450.71 |
$204,000 |
480 |
0.07% |
204,000 |
480 |
0 |
Closed - End Fund - Debt |
|
|
BTAL |
AGFiQ U.S. Market Neutral A... |
143 |
New |
$19.27 |
$193,000 |
10,146 |
0.06% |
193,000 |
10,146 |
0.011 |
N/A |
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