CA

Capital Analysts, LLC

13F
Capital Analysts, LLC
Last update 2025-05-14 1360 Stocks (148 new)
Value $2.68 Bil Turnover 16 %
Countries:
Top Holdings: SPLG(9.06%)IVV(4.67%)IEFA(3.83%)FBND(3.78%)TDTF(2.25%)
Summary Stock Picks Current Portfolio
Capital Analysts, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
3,692,715
242,840.0
+4.30%
9.060
+0.37%
0.380
+18.45%
+8.20%
78,088.3
 
IVV
iShares Core S&P 500 ETF
223,051
125,330.0
+3.13%
4.670
+0.14%
0.020
+18.50%
+8.26%
642,209.1
 
IEFA
iShares Core MSCI EAFE ETF
1,358,162
102,750.0
+7.33%
3.830
+0.26%
0.080
+11.34%
+21.67%
147,518.3
 
FBND
Fidelity Total Bond ETF
2,217,830
101,240.0
+12.54%
3.780
+0.42%
0.550
+1.15%
+1.54%
19,354.0
 
TDTF
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
2,485,292
60,270.0
+13.21%
2.250
+0.26%
7.540
+0.67%
+3.31%
848.4
 
FMDE
Fidelity Enhanced Mid Cap ETF
1,886,630
59,130.0
+225,034.84%
2.210
+2.21%
2.540
+16.11%
+7.09%
2,868.7
 
JCPB
JPMorgan Core Plus Bond ETF
1,100,599
51,770.0
+77.76%
1.930
+0.84%
0.820
+1.00%
+1.35%
7,022.2
 
SPHY
SPDR Portfolio High Yield Bond ETF
2,151,545
50,390.0
+8.39%
1.880
+0.15%
0.640
+2.95%
+1.15%
8,883.5
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
906,484
48,920.0
-4.97%
1.820
-0.10%
0.060
+16.44%
+18.79%
100,742.8
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
1,470,221
48,870.0
+240.52%
1.820
+1.29%
0.520
+1.76%
+2.20%
10,445.8
 

Capital Analysts, LLC's Historical Top Holdings Breakdowns

Capital Analysts, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-2.28%
●
57.21 ($62.1) 65.8
$64.40
3.70%
Reduce -90.05%
100,418
-909,073
FMDE
Fidelity Enhanced Mid Cap ETF
2025-03-31
Add
Add
+2.21%
●
30.53 ($33.12) 34.64
$35.18
6.22%
Add 225034.84%
1,886,630
1,885,792
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Reduce
Reduce
-1.61%
●
40.03 ($44.05) 46.81
$44.47
0.95%
Reduce -93.19%
65,136
-891,966
OUSM
ALPS OShares U.S. Small-Cap Quality Dividend ETF
ALPS OShares U.S. Small-Cap Quality Dividend ETF
2025-03-31
New Buy
New Buy
+1.31%
●
41.26 ($43.42) 44.98
$44.11
1.59%
New holding
836,574
836,574
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2025-03-31
Add
Add
+1.29%
●
32.5 ($32.96) 33.3
$33.48
1.58%
Add 240.52%
1,470,221
1,038,458
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Reduce
Reduce
-1.27%
●
105.1 ($107.75) 109.61
$108.80
0.97%
Reduce -89.93%
33,023
-294,997
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+0.86%
●
51.89 ($52.37) 52.82
$52.74
0.71%
Add 829.84%
493,995
440,868
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+0.84%
●
45.56 ($46.5) 47.23
$46.69
0.41%
Add 77.76%
1,100,599
481,451
FLQH
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
2025-03-31
Add
Add
+0.70%
●
29.86 ($32.06) 34.01
$26.79
-16.44%
Add 1497.73%
617,457
578,811
RLY
SPDR SSgA Multi-Asset Real Return ETF
SPDR SSgA Multi-Asset Real Return ETF
2025-03-31
Reduce
Reduce
-0.52%
●
27.21 ($28.02) 28.6
$29.96
6.92%
Reduce -42.31%
646,187
-473,842

Capital Analysts, LLC Total Holding History ($B)

To

Capital Analysts, LLC's Asset Allocation

To

Capital Analysts, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Capital Analysts, LLC's Hypothetical Growth since 2025-03-31

Capital Analysts, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Capital Analysts, LLC's Holdings Heat Map

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Capital Analysts, LLC's Holdings Bubble Chart

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