HoldingsChannel.com
Capital Financial Planning LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Vanguard Value ETF (VTV) 162,137 +13,391 $17,984
     VTV162,137+13,391$17,984
Vanguard Growth ETF (VUG) 89,598 +4,535 $14,639
     VUG89,598+4,535$14,639
Vanguard Mid Cap ETF (VO) 56,419 +56,419 $9,431
     VO56,419+56,419$9,431
iShares iBoxx Invest Grade Corp Bd (LQD) 73,662 +71,596 $9,161
     LQD73,662+71,596$9,161
Vanguard Small Cap ETF (VB) 50,873 +3,121 $7,970
     VB50,873+3,121$7,970
FIRST TRUST (LMBS) 149,795 +20,956 $7,741
     LMBS149,795+20,956$7,741
ISHARES CORE (HDV) 79,440 +7,873 $7,507
     HDV79,440+7,873$7,507
Financial Select Sector SPDR (XLF) 192,764 +174,365 $5,320
     XLF192,764+174,365$5,320
Consumer Discretionary SPDR (XLY) 33,415 +31,847 $3,983
     XLY33,415+31,847$3,983
iShares Barclays 7 10 Year Treasury (IEF) 29,276 +18,647 $3,221
     IEF29,276+18,647$3,221
iShares Core MSCI EAFE (IEFA) 51,161 +7,618 $3,141
     IEFA51,161+7,618$3,141
iShares Core Div Growth (DGRO) 71,033 +63,117 $2,713
     DGRO71,033+63,117$2,713
Apple Inc. 13,279 +11,948 $2,628
     AAPL13,279+11,948$2,628
ISHARES MSCI (EFA) 31,057 -3,815 $2,041
     EFA31,057-3,815$2,041
SECTOR ENERGY 26,428 +26,428 $1,684
     XLE26,428+26,428$1,684
VANGUARD TOTAL (VTI) 11,041 +10,901 $1,657
     VTI11,041+10,901$1,657
iShares MSCI Emerging Markets (EEM) 35,364 +7,106 $1,517
     EEM35,364+7,106$1,517
iShares Dow Jones Select Dividend (DVY) 14,704 +11,319 $1,464
     DVY14,704+11,319$1,464
FIRST TRUST (FIXD) 24,366 +21,933 $1,262
     FIXD24,366+21,933$1,262
SPDR Portfolio Lng Trm Treas (SPTL) 32,397 +9,714 $1,236
     SPTL32,397+9,714$1,236
iShares JPMorgan USD Emerg Markets Bond (EMB) 10,859 -607 $1,230
     EMB10,859-607$1,230
Amazon.com Inc. 559 +13 $1,059
     AMZN559+13$1,059
iShares iBoxx High Yield Corporate Bd (HYG) 11,174 +4,328 $974
     HYG11,174+4,328$974
Walt Disney Co 6,811 +6,151 $951
     DIS6,811+6,151$951
Vanguard S&P 500 (VOO) 3,458 -60 $931
     VOO3,458-60$931
iShares S&P National AMT Free Mun (MUB) 8,135 +228 $920
     MUB8,135+228$920
SPDR Bloomberg Barcly Int Trm Treas (ITE) 14,213 +14,213 $878
     ITE14,213+14,213$878
Verizon Communications Inc. 14,069 +2,134 $804
     VZ14,069+2,134$804
Utilities Select Sector SPDR (XLU) 13,153 +8,850 $784
     XLU13,153+8,850$784
VERISK ANALYTICS 5,316 +5,316 $779
     VRSK5,316+5,316$779
Technology Select Sector SPDR (XLK) 9,920 +2,443 $774
     XLK9,920+2,443$774
SPDR Portfolio Intermediate Term Bd (SPIB) 20,092 +20,092 $702
     SPIB20,092+20,092$702
iShares Board USD Invest Grade Bd (USIG) 12,301 +12,301 $702
     USIG12,301+12,301$702
iShares Barclays MBS Fixed Rate Bond (MBB) 6,377 -1,286 $686
     MBB6,377-1,286$686
SPDR S&P 500 (SPY) 2,206 +2,186 $646
     SPY2,206+2,186$646
iShares Barclays Government Cr Bond (GBF) 5,524 +1,008 $644
     GBF5,524+1,008$644
iShares Barclays 10 20 Year Treas Bd (TLH) 4,502 -1,409 $644
     TLH4,502-1,409$644
ISHARES IBONDS (IBDN) 25,334 +9,966 $639
     IBDN25,334+9,966$639
ISHARES IBONDS (IBDM) 25,464 +10,038 $635
     IBDM25,464+10,038$635
iShares Floating Rate Note Fund (FLOT) 12,300 +12,300 $626
     FLOT12,300+12,300$626
ISHARES IBONDS (IBDL) 23,618 +9,086 $598
     IBDL23,618+9,086$598
GENERAL ELECTRIC 52,261 +46,599 $549
     GE52,261+46,599$549
iShares Barclays TIPS Bond (TIP) 4,751 +4,399 $549
     TIP4,751+4,399$549
SPDR Bloomberg Barclays Shrt Trm Bd (SPSB) 17,607 -8,285 $542
     SPSB17,607-8,285$542
Berkshire Hathaway Inc. Cl B      $538
     BRK.B2,526+180$538
iShares Barclay Agency Bond Fund (AGZ) 4,564 +79 $526
     AGZ4,564+79$526
iShares Gold Trust (IAU) 38,391 +38,391 $518
     IAU38,391+38,391$518
Health Care Select Sector SPDR (XLV) 5,395 +828 $500
     XLV5,395+828$500
INVESCO S&P 5,045 +5,045 $498
     RYU5,045+5,045$498
Procter & Gamble Company 4,369 +4,369 $479
     PG4,369+4,369$479

See Full List: All Stocks Held By Capital Financial Planning LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Capital Financial Planning LLC

Size ($ in 1000's)
At 06/30/2019: $141,369
At 03/31/2019: $88,549

Capital Financial Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capital Financial Planning LLC 13F filings. Link to 13F filings: SEC filings

Capital Financial Planning LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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