Capital Asset Advisory Services LLC
Q1 2025 13F Holdings
- Locationwilliamston, MI
- Num holdings
282
- Value ($000)
$1,962,174
- Date Filed04/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $271.16M | 14 % | 1,044,347 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $156.56M | 8 % | 1,583,834 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $87.08M | 4 % | 1,256,999 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $64.43M | 3 % | 1,276,388 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $64.18M | 3 % | 701,847 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $60.76M | 3 % | 1,658,409 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $60.53M | 3 % | 231,116 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $55.86M | 3 % | 947,542 | ||
VTC VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $54.32M | 3 % | 706,488 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $51.11M | 3 % | 930,964 |
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