Cape Investment Advisory, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    mcdonough, GA
  • CIK
    0001944437
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,140

$255.73M
SCHB, SCHV, SCHG, MSFT
13F-HR
Feb 5, 2025
000194443725000001

957

$246.69M
SCHB, SCHV, SCHG, MSFT
13F-HR
Nov 14, 2024
000194443724000005

929

$222.55M
SCHB, SCHV, SCHG, MSFT
13F-HR
Aug 15, 2024
000194443724000003

935

$213.88M
SCHB, SCHV, SCHG, MSFT
13F-HR
Jun 21, 2024
000194443724000002

1,132

$204.50M
SCHB, SCHV, SCHG, AAPL
13F-HR
Feb 12, 2024
000194443724000001

929

$176.44M
SCHB, SCHV, SCHG, SCHM
13F-HR
Nov 7, 2023
000194443723000006

911

$179.05M
SCHB, SCHV, SCHG, SCHM
13F-HR
Oct 12, 2023
000194443723000005

963

$164.11M
SCHB, SCHV, SCHG, SCHM
13F-HR
Oct 12, 2023
000194443723000003
Cape Investment Advisory, Inc. 13F Filings