Capital Asset Advisory Services LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwilliamston, MI
- CIK0001666024
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
309 | $2.03B | VV, AGG, IDEV, KRE | 13F-HR | Jan 22, 2025 | 000139834425000896 | ||
317 | $2.00B | VV, AGG, IDEV, KRE | 13F-HR | Oct 17, 2024 | 000139834424018961 | ||
314 | $1.84B | VV, AGG, IDEV, KRE | 13F-HR | Jul 24, 2024 | 000139834424012991 | ||
314 | $1.75B | VV, AGG, IDEV, COWZ | 13F-HR | Apr 16, 2024 | 000139834424007201 | ||
306 | $1.62B | VV, AGG, IDEV, COWZ | 13F-HR | Jan 9, 2024 | 000139834424000373 | ||
312 | $1.46B | VV, AGG, IDEV, COWZ | 13F-HR | Oct 18, 2023 | 000139834423019375 | ||
333 | $1.43B | VV, AGG, IDEV, COWZ | 13F-HR | Aug 2, 2023 | 000139834423013985 | ||
350 | $1.35B | VV, AGG, IDEV, COWZ | 13F-HR | May 12, 2023 | 000139834423009605 | ||
365 | $1.25B | VV, AGG, IDEV, COWZ | 13F-HR | Mar 8, 2023 | 000139834423005812 | ||
460 | $768.82M | VV, IDEV, IAU, VO | 13F-HR | Nov 14, 2022 | 000139834422021957 | ||
573 | $907.94M | IDEV, VV, AGG, IAU | 13F-HR | Aug 11, 2022 | 000139834422015255 | ||
566 | $940.12M | VV, AGG, IDEV, IAU | 13F-HR | Apr 29, 2022 | 000139834422008126 | ||
597 | $942.48M | VV, AGG, IDEV, IAU | 13F-HR | Feb 4, 2022 | 000139834422002093 | ||
707 | $898.07M | VV, AGG, IDEV, IAU | 13F-HR | Oct 14, 2021 | 000139834421019907 | ||
731 | $911.55M | VV, AGG, IDEV, IAU | 13F-HR | Aug 6, 2021 | 000139834421015661 | ||
693 | $670.62M | IGT, KRE, USMV, IJR | 13F-HR | May 13, 2021 | 000139834421010672 | ||
1,616 | $562.32M | IGT, KRE, VNQ, IJR | 13F-HR | Mar 2, 2021 | 000139834421005298 | ||
552 | $477.58M | IGT, KRE, VNQ, USMV | 13F-HR | Nov 18, 2020 | 000139834420022873 | ||
576 | $465.76M | IGT, VNQ, USMV, IJR | 13F-HR | Aug 14, 2020 | 000139834420015851 | ||
509 | $376.77M | IGT, VNQ, USMV, IJR | 13F-HR | May 18, 2020 | 000139834420010778 | ||
595 | $425.49M | VNQ, IGT, VWO, IJR | RESTATEMENT | Feb 13, 2020 | 000139834420003286 | ||
114 | $150.20M | VNQ, VWO, IJR, USMV | 13F-HR | Oct 10, 2019 | 000108514619002500 | ||
105 | $129.81M | VNQ, VWO, IJR, USMV | 13F-HR | Jul 15, 2019 | 000108514619001877 | ||
75 | $77.27M | VNQ, FVD, IGSB, FLOT | 13F-HR | Apr 24, 2019 | 000108514619001238 | ||
98 | $104.54M | VNQ, FVD, IGSB, FLOT | 13F-HR | Jan 31, 2019 | 000108514619000286 | ||
107 | $118.58M | VNQ, SPLV, IGSB, FLOT | 13F-HR | Jan 31, 2019 | 000108514619000285 | ||
101 | $110.93M | VNQ, SPLV, IGSB, FLOT | 13F-HR | Jul 11, 2018 | 000108514618001669 | ||
98 | $108.07M | VNQ, POWERSHARES ETF TR II, IGSB, VBR | 13F-HR | May 16, 2018 | 000108514618001536 | ||
110 | $110.21M | VNQ, POWERSHARES ETF TR II, IGSB, 9000039D | 13F-HR | Jan 11, 2018 | 000108514618000105 | ||
108 | $110.34M | VNQ, POWERSHARES ETF TR II, IGSB, VBR | 13F-HR | Oct 30, 2017 | 000108514617002145 | ||
127 | $155.72M | VNQ, AGG, IGSB, POWERSHARES ETF TR II | 13F-HR | Jul 10, 2017 | 000108514617001455 | ||
93 | $138.38M | VNQ, CSM, AGG, POWERSHARES ETF TR II | 13F-HR | Apr 12, 2017 | 000108514617000959 | ||
87 | $117.81M | VNQ, CSM, AGG, BIV | 13F-HR | Jan 18, 2017 | 000108514617000131 | ||
60 | $75.53M | VNQ, CSM, POWERSHARES ETF TRUST, AAPL | 13F-HR | Oct 11, 2016 | 000108514616004462 | ||
64 | $75.89M | VNQ, CSM, POWERSHARES ETF TRUST, CHV | 13F-HR | Jul 11, 2016 | 000108514616003945 | ||
76 | $91.75M | VNQ, CSM, CSIQ, BND | 13F-HR | Apr 12, 2016 | 000108514616003436 | ||
58 | $71.38M | VNQ, CSM, POWERSHARES ETF TRUST, AAPL | 13F-HR | Feb 11, 2016 | 000108514616002968 |