Collective Family Office LLC Incresed Positions in Q1 2025

Collective Family Office LLC

  • $365 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
68.6K
+ 13.6%
$49.69 - $50.76 $3.41M - $3.48M
573K $28.6M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
101K
+ 25.09%
$19.04 - $20.15 $1.92M - $2.03M
502K $9.61M
FNDF
Schwab Fundamental Intl Large

ETFs
16.7K
+ 7.04%
$32.9 - $37.45 $548K - $624K
253K $9.23M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
26.6K
+ 12.23%
$40.79 - $42.32 $1.09M - $1.13M
244K $10.3M
IXUS
Ishares Tr

ETFs
13.4K
+ 55.88%
$65.06 - $72.31 $875K - $972K
37.5K $2.64M
DFAE
Dimensional ETF Tr

ETFs
27.9K
+ 5.87%
$24.64 - $26.86 $688K - $750K
504K $13.1M
AVDV
American Centy ETF Tr Avantis

ETFs
3.28K
+ 2.26%
$63.74 - $71.96 $209K - $236K
148K $10.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
43.4K
+ 47.78%
$27.56 - $32.1 $1.19M - $1.39M
134K $3.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.77K
+ 101.51%
$169.43 - $182.84 $978K - $1.06M
11.5K $1.97M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
41.5K
+ 20.4%
$23.19 - $23.5 $962K - $975K
245K $5.68M
AVLV
American Centy ETF Tr Avantis
17.4K
+ 11.86%
$63.51 - $70.42 $1.11M - $1.23M
164K $10.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.23K
+ 3.76%
$26.09 - $30.21 $189K - $218K
199K $5.88M
DFIS
Dimensional ETF Tr Dimensional

ETFs
16.7K
+ 8.46%
$23.92 - $26.89 $399K - $449K
214K $5.6M
FNDC
Schwab Fundamental Intl Small

ETFs
4.8K
+ 2.08%
$33.34 - $37.44 $160K - $180K
236K $8.63M
PULS
Pgim ETF Tr

ETFs
10.5K
+ 26.16%
$49.56 - $49.78 $523K - $525K
50.9K $2.53M
VTV
Vanguard Value ETF

ETFs
2.27K
+ 3.53%
$167.73 - $179.21 $380K - $406K
66.5K $11.4M
AVIV
American Centy ETF Tr Avantis
1.63K
+ 2.27%
$51.51 - $58.54 $84K - $95.4K
73.4K $4.19M
AVRE
American Centy ETF Tr Avantis
7.25K
+ 7.04%
$40.62 - $44.31 $295K - $321K
110K $4.71M
HDV
Ishares Core High Dividend ETF

ETFs
2.37K
+ 27.52%
$110.86 - $121.12 $262K - $286K
11K $1.31M
AVEM
American Centy ETF Tr Avantis

ETFs
1.16K
+ 1.29%
$57.11 - $62.4 $66.4K - $72.5K
91.4K $5.52M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.9K
+ 3.95%
$30.73 - $32.26 $367K - $385K
314K $9.69M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.27K
+ 4.65%
$58.01 - $64.46 $73.8K - $82.1K
28.6K $1.79M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.37K
+ 7.75%
$44.81 - $46.22 $196K - $202K
60.7K $2.73M
IDV
Ishares Tr

ETFs
873
+ 2.84%
$27.0 - $31.7 $23.6K - $27.7K
31.6K $986K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.67K
+ 0.87%
$23.03 - $23.17 $131K - $131K
656K $15.1M
IBRX
Immunity Bio, Inc.

Healthcare
15.3K
+ 17.27%
$2.32 - $3.9 $35.6K - $59.8K
104K $327K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2K
+ 12.15%
$75.47 - $84.24 $151K - $169K
18.5K $1.42M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.2K
+ 4.71%
$18.36 - $20.51 $22K - $24.6K
26.7K $532K
DFAI
Dimensional ETF Tr

ETFs
385
+ 1.87%
$28.88 - $32.4 $11.1K - $12.5K
21K $661K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.63K
+ 2.95%
$49.25 - $50.66 $80K - $82.3K
56.6K $2.81M
YORW
York Water CO

Utilities
1
+ 0.01%
$30.03 - $35.0 $30 - $35
10.5K $363K
VIG
Vanguard Dividend Appreciation

ETFs
99
+ 0.94%
N/A
10.7K $1.94M
Goldman Sachs ETF Tr
4.8K
+ 62.37%
N/A
12.5K $0
Dimensional ETF Trust
11.8K
+ 15.56%
N/A
87.9K $0
DFAT
Dimensional ETF Tr U S Target

ETFs
400
+ 7.07%
$50.44 - $58.1 $20.2K - $23.2K
6.06K $311K
FNDA
Schwab Fundamental U S Small C

ETFs
17.6K
+ 4.02%
$26.87 - $30.99 $472K - $545K
454K $12.4M
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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