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  Name: Canvas Wealth Advisors LLC
  City: Overland Park
  State: KS
  Zip: 66210
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $297,539,000
  Total Value Change : $22,465,000
  Securities Held Change : 21
   
All Securities Held : 146
  New Positions : 34
  Closed Positions : 16
  Increased Positions : 61
  Unchanged Positions : 9
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 22 - $629,375.00 $3,602,000 6 1.21% 291,000 0 0    Property & Casualty I...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 42 - $138.02 $1,384,000 10,702 0.47% 66,000 0 0.005    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 79 - $36.53 $458,000 13,392 0.15% 5,000 0 0.001    Closed - End Fund - E...
   (IYC)1 Year Chart         IYC iShares Dow Jones US Consum... 82 - $80.00 $432,000 5,584 0.15% 16,000 0 0.013    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 97 - $86.29 $328,000 4,016 0.11% 24,000 0 0.002    Closed - End Fund - E...
   (PB)1 Year Chart         PB Prosperity Bancshares Inc 100 - $65.13 $297,000 5,000 0.1% -27,000 0 0.005    Domestic Regional Banks
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 109 - $79.76 $277,000 3,535 0.09% -10,000 0 0    Closed - End Fund - Debt
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 121 - $267.11 $254,000 1,005 0.09% -4,000 0 0.002    Closed - End Fund - E...
   (SLQT)1 Year Chart         SLQT Selectquote, Inc. 146 - $2.88 $32,000 19,000 0.01% 9,000 0 0.012    N/A

      9 Records Found
  1    
Page 1 of 1
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