Capital Asset Advisory Services LLC
Q3 2025 13F Holdings
- Locationwilliamston, MI
- Num holdings
283
- Value ($000)
$2,315,320
- Date Filed10/02/2025
- Form type13F-HR
- CIK0001666024
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $323.02 M | 14 % | 1,049,246 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $163.51 M | 7 % | 1,630,984 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $102.73 M | 4 % | 1,281,451 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $83.47 M | 4 % | 1,950,581 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $70.25 M | 3 % | 239,167 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $67.84 M | 3 % | 1,341,064 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $67.26 M | 3 % | 733,030 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $60.56 M | 3 % | 832,256 | ||
VTC VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $56.95 M | 3 % | 726,560 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $55.06 M | 2 % | 957,981 |
Rows Per Page
10
- 10
- 50
- 100