HoldingsChannel.com
Capital Financial Planning LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Vanguard Value ETF (VTV) 183,673 -892 $16,358
     VTV183,673-892$16,358
Vanguard Growth ETF (VUG) 98,363 -3,784 $15,412
     VUG98,363-3,784$15,412
FIRST TRUST (LMBS) 197,217 +10,798 $10,058
     LMBS197,217+10,798$10,058
iShares iBoxx Invest Grade Corp Bd (LQD) 69,405 -2,104 $8,572
     LQD69,405-2,104$8,572
Vanguard Mid Cap ETF (VO) 61,149 -3,799 $8,050
     VO61,149-3,799$8,050
ISHARES CORE (HDV) 79,197 -16,156 $5,667
     HDV79,197-16,156$5,667
VANGUARD SMALL (VB) 46,692 -6,823 $5,390
     VB46,692-6,823$5,390
Apple Inc. 18,283 +4,848 $4,649
     AAPL18,283+4,848$4,649
PIMCO INVESTMENT 41,362 +12,112 $4,379
     CORP41,362+12,112$4,379
Consumer Discretionary SPDR (XLY) 44,498 -1,322 $4,364
     XLY44,498-1,322$4,364
Financial Select Sector SPDR (XLF) 206,414 -17,422 $4,298
     XLF206,414-17,422$4,298
ISHARES CORE (DGRO) 109,422 +8,281 $3,566
     DGRO109,422+8,281$3,566
iShares Core MSCI EAFE (IEFA) 42,858 -12,097 $2,138
     IEFA42,858-12,097$2,138
VANGUARD TOTAL (VTI) 11,415 -161 $1,471
     VTI11,415-161$1,471
Technology Select Sector SPDR (XLK) 17,431 +3,631 $1,401
     XLK17,431+3,631$1,401
Microsoft Corporation 8,429 +4,806 $1,329
     MSFT8,429+4,806$1,329
Health Care Select Sector SPDR (XLV) 14,392 +8,032 $1,275
     XLV14,392+8,032$1,275
FIRST TRUST (FIXD) 22,776 -1,590 $1,201
     FIXD22,776-1,590$1,201
iShares Barclays 7 10 Year Treasury (IEF) 9,455 +1,689 $1,149
     IEF9,455+1,689$1,149
iShares MSCI Emerging Markets (EEM) 31,019 -7,878 $1,059
     EEM31,019-7,878$1,059
ISHARES MSCI (EFA) 18,682 -4,105 $999
     EFA18,682-4,105$999
ISHARES CORE (IJR) 16,237 +5,205 $911
     IJR16,237+5,205$911
Consumer Staples Select Sector SPDR (XLP) 16,277 +8,828 $887
     XLP16,277+8,828$887
Vanguard S&P 500 (VOO) 3,488 -332 $826
     VOO3,488-332$826
Amazon.com Inc. 421 -441 $821
     AMZN421-441$821
iShares iBoxx High Yield Corporate Bd (HYG) 10,436 -7,854 $804
     HYG10,436-7,854$804
iShares Barclays 1 3 Yr Trs Bond (SHY) 8,981 +3,816 $778
     SHY8,981+3,816$778
iShares Barclays MBS Fixed Rate Bond (MBB) 6,701 -21 $740
     MBB6,701-21$740
iShares JPMorgan USD Emerg Markets Bond (EMB) 6,990 -2,586 $676
     EMB6,990-2,586$676
Walt Disney Co 6,964 -65 $673
     DIS6,964-65$673
ISHARES IBONDS (IBDM) 26,396 +14 $651
     IBDM26,396+14$651
INVESCO S&P 7,358 -1,454 $651
     RYU7,358-1,454$651
Vanguard Mega Cap 300 Growth Index (MGK) 5,106 +5,106 $649
     MGK5,106+5,106$649
Verizon Communications Inc. 11,904 +730 $640
     VZ11,904+730$640
ISHARES IBONDS (IBDN) 25,373 +11 $629
     IBDN25,373+11$629
VERISK ANALYTICS 4,316 -1,000 $602
     VRSK4,316-1,000$602
ISHARES IBONDS (IBDL) 23,650 +9 $596
     IBDL23,650+9$596
Vanguard Mega Cap 300 Value Index ETF (MGV) 8,985 +8,985 $593
     MGV8,985+8,985$593
SPDR S&P 500 (SPY) 2,203 -219 $568
     SPY2,203-219$568
iShares S&P National AMT Free Mun (MUB) 4,790 -1,854 $541
     MUB4,790-1,854$541
VANGUARD MEGA (MGC) 5,924 +2,928 $539
     MGC5,924+2,928$539
AT&T Inc. 17,043 +5,368 $497
     T17,043+5,368$497
Berkshire Hathaway Inc. Cl B      $467
     BRK.B2,556+30$467
Utilities Select Sector SPDR (XLU) 8,067 +439 $447
     XLU8,067+439$447
SPDR Invstmnt Grade Floating Rate ETF (FLRN) 14,681 +14,681 $432
     FLRN14,681+14,681$432
SPDR BLM Barclays High Yld Bond (JNK) 4,478 -1,135 $424
     JNK4,478-1,135$424
ISHARES IBONDS (IBDO) 16,457 +11 $411
     IBDO16,457+11$411
ISHARES IBONDS (IBDP) 16,536 +10 $409
     IBDP16,536+10$409
INVESCO S&P 3,268 -224 $404
     RHS3,268-224$404
SPDR Bloomberg Barclays Shrt Trm Bd (SPSB) 12,945 +5,665 $392
     SPSB12,945+5,665$392

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 03/31/2020: $130,501
At 12/31/2019: $160,615

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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