Capital Analysts, Inc. 13F Holdings
CIK 02816292 · WYNCOTE, PA
As of Mar 31, 2024, Capital Analysts, Inc. reported 1,376 positions worth
CIK 02816292 · WYNCOTE, PA
As of Mar 31, 2024, Capital Analysts, Inc. reported 1,376 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 2,932,810 | 80.5K | 9.34% |
| ISHARES CORE S&P 500 ETF | IVV | — | 198,371 | 04.3K | 5.40% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,312,403 | $97.4K | 5.04% |
| FIDELITY TOTAL BOND ETF | FBND | — | 1,756,682 | $79.6K | 4.12% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 954,710 | $58.0K | 3.00% |
| FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND | TDTF | — | 2,021,139 | $47.8K | 2.47% |
| MICROSOFT CORP | MSFT | Technology | 106,637 | $44.9K | 2.32% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 1,809,498 | $42.5K | 2.20% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 360,844 | $41.6K | 2.15% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 887,237 | $38.2K | 1.98% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 730,964 | $37.7K | 1.95% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 301,788 | $32.9K | 1.70% |
| OPPENHEIMER RUSSELL 1000 DYNAMIC MULTIFAC | OMFL | — | 594,862 | $32.9K | 1.70% |
| APPLE INC | AAPL | Technology | 176,719 | $30.3K | 1.57% |
| STATE STREET(R) MULTI-ASSET REAL RETURN ETF | RLY | — | 1,045,744 | $29.2K | 1.51% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 524,650 | $24.5K | 1.27% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 479,997 | $24.0K | 1.24% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 420,661 | $20.8K | 1.08% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 393,483 | 9.8K | 1.02% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 175,265 | 9.4K | 1.00% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 171,873 | 8.5K | 0.96% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 312,603 | 8.2K | 0.94% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 158,582 | 5.5K | 0.80% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 36,819 | 5.4K | 0.80% |
| AMAZON.COM INC | AMZN | Equity | 84,213 | 5.2K | 0.79% |