Capital Asset Advisory Services LLC
Q4 2024 13F Holdings
- Locationwilliamston, MI
- Num holdings
309
- Value ($000)
$2,031,003
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $295.73M | 15 % | 1,084,468 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $157.25M | 8 % | 1,624,275 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $83.12M | 4 % | 1,286,013 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $71.33M | 4 % | 779,952 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $63.10M | 3 % | 236,267 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $60.49M | 3 % | 1,197,997 | ||
VTC VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $54.64M | 3 % | 722,809 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $52.97M | 3 % | 929,344 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $51.53M | 3 % | 1,034,938 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $50.70M | 3 % | 1,479,320 |
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