Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Capital Asset Advisory Services LLC INSTITUTION : Capital Asset Advisory Services LLC
Capital Asset Advisory Services LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2021-03-02) --- full portfolio
Company (links to holding history) Ticker Value On
2020-12-31
No of Shares % of portfolio
ISHARES GOLD TRUST    (ISHARES) IAU 39,679,000 2,188,588 7.05%
SPDR SER TR    (S&P DIVID ETF) SDY 30,712,000 289,929 5.46%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 28,518,000 335,777 5.07%
ISHARES TR    (CORE S&P SCP ETF) IJR 24,527,000 266,893 4.36%
ISHARES TR    (MSCI USA MIN VOL) USMV 21,409,000 315,397 3.80%
HARTFORD FDS EXCHANGE TRADED    (MUN OPORTUNITE) 13,164,000 314,339 2.34%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 12,581,000 251,075 2.23%
ISHARES TR    (CORE S&P MCP ETF) IJH 11,552,000 50,262 2.05%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 11,099,000 57,023 1.97%
ISHARES TR    (CORE MSCI INTL) 9,643,000 156,470 1.71%
ISHARES TR    (RESIDENTIAL MULT) REZ 9,411,000 138,709 1.67%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 8,951,000 40,008 1.59%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 6,780,000 193,321 1.20%
MICROSOFT CORP    (COM) MSFT 6,371,000 28,643 1.13%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 5,361,000 64,391 0.95%
FIRST TR EXCHNG TRADED FD VI    (LOW DUR STRTGC) 5,260,000 257,097 0.93%
ISHARES TR    (ISHS 1-5YR INVS) CSJ 5,147,000 93,286 0.91%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 5,032,000 91,945 0.89%
LATTICE STRATEGIES TR    (HARTFORD US EQTY) 4,249,000 121,073 0.75%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 4,015,000 45,528 0.71%


Investing Just Like
Capital Asset Advisory Services LLC

Matching performance of Capital Asset Advisory Services LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*