Filer Name: COPPERLEAF CAPITAL, LLC
CIK: 1802225
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 91
Portfolio Value: $0.16B

Copperleaf Capital, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IBIT US ISHARES BITCOIN TRUST ETF 401,427 $21M 13.49% 146.0% -
IVV US ISHARES CORE S&P 500 ETF 18,952 $11M 7.07% -17.6% -
IUSB US ISHARES CORE TOTAL BOND ETF 176,296 $8M 5.05% 4.1% -
IVW US ISHARES S&P 500 GROWTH ETF 49,953 $5M 3.21% 47.1% -
DFAC US DIMENSIONAL US CORE EQUITY 2 140,459 $5M 3.08% 3.6% -
FBTC US FIDELITY WISE ORIGIN BITCOIN 55,520 $5M 2.87% 52.1% -
QUAL US ISHARES MSCI USA QUALITY FAC 23,856 $4M 2.69% 5.1% -
DYNF US ISHRS US E F R A ETF-USD INC 82,952 $4M 2.69% 4.6% -
DCOR US DIMENSIONAL US CORE EQ 1 ETF 64,532 $4M 2.62% 1.9% -
AMZN US AMAZON.COM INC 17,632 $4M 2.45% 13.5% -
EFV US ISHARES MSCI EAFE VALUE ETF 64,159 $3M 2.13% 61.4% -
EFG US ISHARES MSCI EAFE GROWTH ETF 31,724 $3M 1.95% 36.1% -
GOOGL US ALPHABET INC-CL A 15,141 $3M 1.82% -6.1% -
MSFT US MICROSOFT CORP 6,471 $3M 1.73% 14.2% -
BKNG US BOOKING HOLDINGS INC 533 $3M 1.68% 8.8% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 13,284 $3M 1.66% 9.8% -
META US META PLATFORMS INC-CLASS A 4,406 $3M 1.63% 10.4% -
MBB US ISHARES MBS ETF 24,975 $2M 1.45% -9.4% -
DFIC US DIMENSIONAL INTERNATIONAL CO 87,521 $2M 1.43% 13.3% -
IVE US ISHARES S&P 500 VALUE ETF 11,658 $2M 1.41% 7.9% -
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