account_balance
Investment manager · 13F filer · SEC CIK 1845066
Collective Family Office LLC
Reported value$484Mas of Sep 30, 2026
Positions162 6 new, 5 sold out
Top 10 weight33.5%DFAE alone is 4%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAEDimensional ETF Trust
3.8%
BSJRInvesco Exch TRD SLF Idx Fd
3.8%Added +126%
JMUBJ P Morgan Exchange Traded F
3.8%Trimmed −47%
AVLVAmerican Centy ETF Tr
3.5%
DFNMDimensional ETF Trust
3.3%Added +186%
PFFiShares Tr
3.3%Added +57%
AVUVAmerican Centy ETF Tr
3.2%
FNDFSchwab Strategic Tr
3.0%
AVDVAmerican Centy ETF Tr
3.0%
VTVVanguard Index FDS
2.9%Trimmed −2%
FNDASchwab Strategic Tr
2.8%Trimmed −2%
FNDCSchwab Strategic Tr
2.6%
DFAEDimensional ETF Trust
3.8%
BSJRInvesco Exch TRD SLF Idx Fd
3.8%
JMUBJ P Morgan Exchange Traded F
3.8%
AVLVAmerican Centy ETF Tr
3.5%
DFNMDimensional ETF Trust
3.3%+186%
PFFiShares Tr
3.3%+57%
AVUVAmerican Centy ETF Tr
3.2%
FNDFSchwab Strategic Tr
3.0%
AVDVAmerican Centy ETF Tr
3.0%
VTVVanguard Index FDS
2.9%
FNDASchwab Strategic Tr
2.8%
FNDCSchwab Strategic Tr
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAE Dimensional ETF Trust 3.8% Held
BSJR Invesco Exch TRD SLF Idx Fd 3.8% Added +126%
JMUB J P Morgan Exchange Traded F 3.8% Trimmed −47%
AVLV American Centy ETF Tr 3.5% Held
DFNM Dimensional ETF Trust 3.3% Added +186%
PFF iShares Tr 3.3% Added +57%
AVUV American Centy ETF Tr 3.2% Held
FNDF Schwab Strategic Tr 3.0% Held
AVDV American Centy ETF Tr 3.0% Held
VTV Vanguard Index FDS 2.9% Trimmed −2%
FNDA Schwab Strategic Tr 2.8% Trimmed −2%
FNDC Schwab Strategic Tr 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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