Capital Asset Advisory Services LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    williamston, MI
  • CIK
    0001666024
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

282

$1.96 B
VV, AGG, IDEV, TFLO
13F-HR
Apr 9, 2025
000194104025000196

309

$2.03 B
VV, AGG, IDEV, KRE
13F-HR
Jan 22, 2025
000139834425000896

317

$2.00 B
VV, AGG, IDEV, KRE
13F-HR
Oct 17, 2024
000139834424018961

314

$1.84 B
VV, AGG, IDEV, KRE
13F-HR
Jul 24, 2024
000139834424012991

314

$1.75 B
VV, AGG, IDEV, COWZ
13F-HR
Apr 16, 2024
000139834424007201

306

$1.62 B
VV, AGG, IDEV, COWZ
13F-HR
Jan 9, 2024
000139834424000373

312

$1.46 B
VV, AGG, IDEV, COWZ
13F-HR
Oct 18, 2023
000139834423019375

333

$1.43 B
VV, AGG, IDEV, COWZ
13F-HR
Aug 2, 2023
000139834423013985

350

$1.35 B
VV, AGG, IDEV, COWZ
13F-HR
May 12, 2023
000139834423009605

365

$1.25 B
VV, AGG, IDEV, COWZ
13F-HR
Mar 8, 2023
000139834423005812

460

$768.82 M
VV, IDEV, IAU, VO
13F-HR
Nov 14, 2022
000139834422021957

573

$907.94 M
IDEV, VV, AGG, IAU
13F-HR
Aug 11, 2022
000139834422015255

566

$940.12 M
VV, AGG, IDEV, IAU
13F-HR
Apr 29, 2022
000139834422008126

597

$942.48 M
VV, AGG, IDEV, IAU
13F-HR
Feb 4, 2022
000139834422002093

707

$898.07 M
VV, AGG, IDEV, IAU
13F-HR
Oct 14, 2021
000139834421019907

731

$911.55 M
VV, AGG, IDEV, IAU
13F-HR
Aug 6, 2021
000139834421015661

693

$670.62 M
IGT, KRE, USMV, IJR
13F-HR
May 13, 2021
000139834421010672

1,616

$562.32 M
IGT, KRE, VNQ, IJR
13F-HR
Mar 2, 2021
000139834421005298

552

$477.58 M
IGT, KRE, VNQ, USMV
13F-HR
Nov 18, 2020
000139834420022873

576

$465.76 M
IGT, VNQ, USMV, IJR
13F-HR
Aug 14, 2020
000139834420015851

509

$376.77 M
IGT, VNQ, USMV, IJR
13F-HR
May 18, 2020
000139834420010778

595

$425.49 M
VNQ, IGT, VWO, IJR
RESTATEMENT
Feb 13, 2020
000139834420003286

114

$150.20 M
VNQ, VWO, IJR, USMV
13F-HR
Oct 10, 2019
000108514619002500

105

$129.81 M
VNQ, VWO, IJR, USMV
13F-HR
Jul 15, 2019
000108514619001877

75

$77.27 M
VNQ, FVD, IGSB, FLOT
13F-HR
Apr 24, 2019
000108514619001238

98

$104.54 M
VNQ, FVD, IGSB, FLOT
13F-HR
Jan 31, 2019
000108514619000286

107

$118.58 M
VNQ, SPLV, IGSB, FLOT
13F-HR
Jan 31, 2019
000108514619000285

101

$110.93 M
VNQ, SPLV, IGSB, FLOT
13F-HR
Jul 11, 2018
000108514618001669

98

$108.07 M
VNQ, POWERSHARES ETF TR II, IGSB, VBR
13F-HR
May 16, 2018
000108514618001536

110

$110.21 M
VNQ, POWERSHARES ETF TR II, IGSB, 9000039D
13F-HR
Jan 11, 2018
000108514618000105

108

$110.34 M
VNQ, POWERSHARES ETF TR II, IGSB, VBR
13F-HR
Oct 30, 2017
000108514617002145

127

$155.72 M
VNQ, AGG, IGSB, POWERSHARES ETF TR II
13F-HR
Jul 10, 2017
000108514617001455

93

$138.38 M
VNQ, CSM, AGG, POWERSHARES ETF TR II
13F-HR
Apr 12, 2017
000108514617000959

87

$117.81 M
VNQ, CSM, AGG, BIV
13F-HR
Jan 18, 2017
000108514617000131

60

$75.53 M
VNQ, CSM, POWERSHARES ETF TRUST, AAPL
13F-HR
Oct 11, 2016
000108514616004462

64

$75.89 M
VNQ, CSM, POWERSHARES ETF TRUST, CHV
13F-HR
Jul 11, 2016
000108514616003945

76

$91.75 M
VNQ, CSM, CSIQ, BND
13F-HR
Apr 12, 2016
000108514616003436

58

$71.38 M
VNQ, CSM, POWERSHARES ETF TRUST, AAPL
13F-HR
Feb 11, 2016
000108514616002968