13F-HR filed by Corus Family Wealth Advisors
Corus Family Wealth Advisors filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-31, with 58 holding rows worth $148,470,097.
- Accession
- 0001894830-25-000001
- Filer
- CIK 1894830
- Filed
- 2025-01-31
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 58 entries on the cover page, a total value of $148,470,097 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,470,097 with VALUE read as dollars as filed, 13F file number 028-21519. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FISERV INC | 337738108 | COM | 314,565 | $64,617,955 | dollars as filed | |
| Apple Inc | 037833100 | COM | 73,741 | $18,466,339 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 408,245 | $14,121,196 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 39,530 | $9,074,112 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F482 | FT VEST U.S EQT | 121,093 | $4,536,242 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 63,389 | $2,249,027 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 59,836 | $2,021,855 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 73,895 | $1,909,818 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 31,938 | $1,777,650 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 16,642 | $1,694,988 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 65,845 | $1,636,909 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 29,746 | $1,493,547 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 45,793 | $1,409,504 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 18,155 | $1,361,625 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 47,717 | $1,203,898 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 41,894 | $1,113,119 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 10,052 | $1,081,310 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 16,374 | $940,687 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V757 | EMERGING MKTS HI | 36,637 | $906,400 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 6,627 | $845,539 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 28,315 | $742,137 | dollars as filed | |
| AFFILIATED MANAGERS GROUP COM | 008252108 | Stock | 3,704 | $684,944 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,615 | $680,741 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,594 | $643,739 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 3,585 | $621,030 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,516 | $606,454 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 14,198 | $585,952 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 7,462 | $576,589 | dollars as filed | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 9,343 | $571,886 | dollars as filed | |
| RYMAN HOSPITALITY PPTYS INC COM | 78377T107 | REIT | 5,424 | $565,941 | dollars as filed | |
| RADIAN GROUP INC COM | 750236101 | Stock | 17,731 | $562,428 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 20,213 | $553,837 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 24,163 | $550,183 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 2,405 | $548,402 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 6,869 | $524,792 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,654 | $490,891 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,856 | $478,744 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 9,321 | $471,550 | dollars as filed | |
| MAIN STR CAP CORP | 56035L104 | COM | 7,071 | $414,220 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,800 | $405,611 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 659 | $385,924 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 2,684 | $365,400 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 1,223 | $337,720 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 5,514 | $319,041 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,436 | $314,981 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,847 | $283,228 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,877 | $259,975 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,301 | $254,775 | dollars as filed | |
| VONTIER CORPORATION | 928881101 | COM | 6,844 | $249,601 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,233 | $243,506 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,419 | $239,860 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 10,366 | $238,211 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F433 | FT VEST U.S EQT | 6,609 | $237,924 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,828 | $226,646 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,551 | $224,240 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 8,643 | $219,275 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 902 | $216,219 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 10,948 | $111,780 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001894830-25-000001 | this filing | 2025-01-31 | acceptance time not in the bulk data set |