CAPITAL ASSET ADVISORY SERVICES LLC

PrivateCIK: 1666024
Location

WILLIAMSTON, MI

299
Positions
$2.61B
Total AUM (reported)
31.05M
Total Shares

Allocation by class

TOTAL AUM$2.61B299 positions
COM$391.06M15.0%
LARGE CAP ETF$338.00M13.0%
STATE STREET SPD$209.33M8.0%
CORE US AGGBD ET$161.50M6.2%
CORE MSCI INTL$116.32M4.5%
MID CAP ETF$78.68M3.0%
ULTRA SHRT DUR$73.57M2.8%

Portfolio Concentration

Top 323.6%4–1019.4%11–2528.6%Rest28.4%TOP 1043.0%0%100%
Top 3$615.82M23.6%
4–10$506.12M19.4%
11–25$745.12M28.6%
Rest$739.29M28.4%

Top 3 weight

23.6%

Top 10 weight

43.0%

Voting Authority Distribution

Total shares with voting rights: 31.05M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

31.05M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole299
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings299
Rows:

VANGUARD INDEX FDS

SOLE
LARGE CAP ETF
Shares1.04M
TypeSH
Market value$338.00M
12.97%
Sole
0.00
Shared
0.00
None
1.04M

ISHARES TR

SOLE
CORE US AGGBD ET
Shares1.62M
TypeSH
Market value$161.50M
6.20%
Sole
0.00
Shared
0.00
None
1.62M

ISHARES TR

SOLE
CORE MSCI INTL
Shares1.30M
TypeSH
Market value$116.32M
4.46%
Sole
0.00
Shared
0.00
None
1.30M

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares2.01M
TypeSH
Market value$99.31M
3.81%
Sole
0.00
Shared
0.00
None
2.01M

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares1.02M
TypeSH
Market value$78.68M
3.02%
Sole
0.00
Shared
0.00
None
1.02M

INVESCO ACTIVELY MANAGED EXC

SOLE
ULTRA SHRT DUR
Shares1.47M
TypeSH
Market value$73.57M
2.82%
Sole
0.00
Shared
0.00
None
1.47M

INVESCO EXCH TRADED FD TR II

SOLE
PURBTA MSCI US
Shares972.99K
TypeSH
Market value$69.09M
2.65%
Sole
0.00
Shared
0.00
None
972.99K

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares894.53K
TypeSH
Market value$65.62M
2.52%
Sole
0.00
Shared
0.00
None
894.53K

PACER FDS TR

SOLE
US CASH COWS 100
Shares950.03K
TypeSH
Market value$60.02M
2.30%
Sole
0.00
Shared
0.00
None
950.03K

ISHARES TR

SOLE
TRS FLT RT BD
Shares1.18M
TypeSH
Market value$59.82M
2.30%
Sole
0.00
Shared
0.00
None
1.18M

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares641.04K
TypeSH
Market value$58.06M
2.23%
Sole
0.00
Shared
0.00
None
641.04K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares633.11K
TypeSH
Market value$57.97M
2.22%
Sole
0.00
Shared
0.00
None
633.11K

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares1.14M
TypeSH
Market value$57.86M
2.22%
Sole
0.00
Shared
0.00
None
1.14M

INVESCO EXCHANGE TRADED FD T

SOLE
AEROSPACE DEFN
Shares325.34K
TypeSH
Market value$57.35M
2.20%
Sole
0.00
Shared
0.00
None
325.34K

VANGUARD SCOTTSDALE FDS

SOLE
TOTAL CORP BND
Shares716.10K
TypeSH
Market value$55.43M
2.13%
Sole
0.00
Shared
0.00
None
716.10K

WISDOMTREE TR

SOLE
DYNAMIC INTL EQT
Shares1.19M
TypeSH
Market value$55.02M
2.11%
Sole
0.00
Shared
0.00
None
1.19M

GLOBAL X FDS

SOLE
US INFR DEV ETF
Shares983.96K
TypeSH
Market value$54.58M
2.09%
Sole
0.00
Shared
0.00
None
983.96K

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares397.76K
TypeSH
Market value$54.16M
2.08%
Sole
0.00
Shared
0.00
None
397.76K

APPLE INC

SOLE
COM
Shares180.66K
TypeSH
Market value$49.33M
1.89%
Sole
0.00
Shared
0.00
None
180.66K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDAQ CYB ETF
Shares667.30K
TypeSH
Market value$44.74M
1.72%
Sole
0.00
Shared
0.00
None
667.30K

NVIDIA CORPORATION

SOLE
COM
Shares210.44K
TypeSH
Market value$42.52M
1.63%
Sole
0.00
Shared
0.00
None
210.44K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares703.55K
TypeSH
Market value$41.45M
1.59%
Sole
0.00
Shared
0.00
None
703.55K

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares533.71K
TypeSH
Market value$39.50M
1.52%
Sole
0.00
Shared
0.00
None
533.71K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares136.09K
TypeSH
Market value$38.94M
1.49%
Sole
0.00
Shared
0.00
None
136.09K

ISHARES TR

SOLE
BROAD USD HIGH
Shares1.02M
TypeSH
Market value$38.21M
1.47%
Sole
0.00
Shared
0.00
None
1.02M
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