Capital Asset Advisory Services LLC
Q2 2025 13F Holdings
- Locationwilliamston, MI
- Num holdings
271
- Value ($000)
$2,137,677
- Date Filed07/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $299.00M | 14 % | 1,048,931 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $157.73M | 7 % | 1,596,618 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $96.26M | 5 % | 1,268,305 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $73.35M | 3 % | 1,813,687 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $66.76M | 3 % | 237,208 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $66.24M | 3 % | 1,312,504 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $65.30M | 3 % | 714,115 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $58.15M | 3 % | 924,226 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $55.83M | 3 % | 995,264 | ||
VTC VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $54.90M | 3 % | 712,370 |
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