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  Name: CAPITAL PERFORMANCE ADVISORS LLP
  City: WALNUT CREEK
  State: CA
  Zip: 94598
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $261,594,000
  Total Value Change : $30,237,000
  Securities Held Change : 4
   
All Securities Held : 83
  New Positions : 14
  Closed Positions : 10
  Increased Positions : 44
  Unchanged Positions : 5
  Decreased Positions : 20

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Holdings Found : 14     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
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 13 New $181.14 $3,852,000 21,093 1.47% 3,852,000 21,093 0.006    Closed - End Fund - Debt
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 19 New $343.81 $2,460,000 7,146 0.94% 2,460,000 7,146 0.003    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 22 New $84.71 $1,945,000 23,033 0.74% 1,945,000 23,033 0.004    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 29 New $176.89 $1,262,000 7,046 0.48% 1,262,000 7,046 0.002    Closed - End Fund - E...
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 38 New $0.00 $688,000 10,897 0.26% 688,000 10,897 0.002    N/A
   (RHI)1 Year Chart         RHI Robert Half International Inc 43 New $70.76 $615,000 7,762 0.24% 615,000 7,762 0.007    Staffing & Outsourcin...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 63 New $49.56 $289,000 5,762 0.11% 289,000 5,762 0    Closed - End Fund - F...
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 71 New $0.00 $263,000 9,691 0.1% 263,000 9,691 0.011    N/A
   (HD)1 Year Chart         HD Home Depot Inc 76 New $346.43 $224,000 585 0.09% 224,000 585 0    Home Improvement Stores
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 77 New $160.75 $216,000 1,186 0.08% 216,000 1,186 0    Drug Manufacturers - ...
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 78 New $0.00 $215,000 3,470 0.08% 215,000 3,470 0.039    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 79 New $114.52 $208,000 1,805 0.08% 208,000 1,805 0    Closed - End Fund - E...
   (DRLL)1 Year Chart         DRLL Strive Us Energy Etf 80 New $0.00 $202,000 6,462 0.08% 202,000 6,462 0.072    N/A
   (SAVE)1 Year Chart         SAVE Spirit Airlines, Inc. 81 New $3.80 $148,000 30,522 0.06% 148,000 30,522 0.031    Major Airlines
      14 Records Found
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Page 1 of 1
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