HoldingsChannel.com
Capital Financial Planning LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Vanguard Value ETF (VTV) 184,565 +18,159 $22,120
     VTV184,565+18,159$22,120
Vanguard Growth ETF (VUG) 102,147 +8,967 $18,608
     VUG102,147+8,967$18,608
Vanguard Mid Cap ETF (VO) 64,948 +5,277 $11,572
     VO64,948+5,277$11,572
FIRST TRUST (LMBS) 186,419 +26,486 $9,656
     LMBS186,419+26,486$9,656
iShares High Dividend Equity (HDV) 95,353 +10,329 $9,351
     HDV95,353+10,329$9,351
iShares iBoxx Invest Grade Corp Bd (LQD) 71,509 -2,768 $9,150
     LQD71,509-2,768$9,150
Vanguard Small Cap ETF (VB) 53,515 -545 $8,864
     VB53,515-545$8,864
Financial Select Sector SPDR (XLF) 223,836 +24,813 $6,890
     XLF223,836+24,813$6,890
Consumer Discretionary SPDR (XLY) 45,820 +8,547 $5,747
     XLY45,820+8,547$5,747
iShares Core Div Growth (DGRO) 101,141 +29,744 $4,255
     DGRO101,141+29,744$4,255
Apple Inc. 13,435 +262 $3,945
     AAPL13,435+262$3,945
iShares Core MSCI EAFE (IEFA) 54,955 +71 $3,585
     IEFA54,955+71$3,585
PIMCO INVESTMENT 29,250 +29,250 $3,216
     CORP29,250+29,250$3,216
VANGUARD TOTAL (VTI) 11,576 +331 $1,894
     VTI11,576+331$1,894
iShares MSCI Emerging Markets (EEM) 38,897 -227 $1,745
     EEM38,897-227$1,745
iShares iBoxx High Yield Corporate Bd (HYG) 18,290 +1,003 $1,608
     HYG18,290+1,003$1,608
Amazon.com Inc. 862 +204 $1,593
     AMZN862+204$1,593
ISHARES MSCI (EFA) 22,787 -5,239 $1,582
     EFA22,787-5,239$1,582
SECTOR ENERGY 23,322 -1,755 $1,400
     XLE23,322-1,755$1,400
Technology Select Sector SPDR (XLK) 13,800 +3,050 $1,265
     XLK13,800+3,050$1,265
FIRST TRUST (FIXD) 24,366 +327 $1,263
     FIXD24,366+327$1,263
Vanguard S&P 500 (VOO) 3,820 +349 $1,130
     VOO3,820+349$1,130
iShares JPMorgan USD Emerg Markets Bond (EMB) 9,576 +9 $1,097
     EMB9,576+9$1,097
Walt Disney Co 7,029 +215 $1,017
     DIS7,029+215$1,017
INVESCO S&P 8,812 +2,991 $937
     RYU8,812+2,991$937
ISHARES CORE (IJR) 11,032 +11,032 $925
     IJR11,032+11,032$925
iShares Barclays 7 10 Year Treasury (IEF) 7,766 -2,238 $856
     IEF7,766-2,238$856
VERISK ANALYTICS 5,316 UNCH $794
     VRSK5,316UNCH$794
SPDR S&P 500 (SPY) 2,422 -53 $779
     SPY2,422-53$779
iShares S&P National AMT Free Mun (MUB) 6,644 -1,473 $757
     MUB6,644-1,473$757
iShares Barclays MBS Fixed Rate Bond (MBB) 6,722 +811 $726
     MBB6,722+811$726
iShares Barclays Short Treasury Bond (SHV) 6,498 +3,109 $718
     SHV6,498+3,109$718
Verizon Communications Inc. 11,174 -2,943 $686
     VZ11,174-2,943$686
ISHARES IBONDS (IBDM) 26,382 +20 $658
     IBDM26,382+20$658
Health Care Select Sector SPDR (XLV) 6,360 +1,511 $648
     XLV6,360+1,511$648
ISHARES IBONDS (IBDN) 25,362 +16 $641
     IBDN25,362+16$641
SPDR BLM Barclays High Yld Bond (JNK) 5,613 +216 $615
     JNK5,613+216$615
iShares Russell Mid Cap Growth (IWP) 4,020 +2,414 $613
     IWP4,020+2,414$613
iShares Floating Rate Note Fund (FLOT) 11,787 -202 $600
     FLOT11,787-202$600
ISHARES IBONDS (IBDL) 23,641 +13 $598
     IBDL23,641+13$598
iShares Dow Jones Select Dividend (DVY) 5,453 -10,522 $576
     DVY5,453-10,522$576
Berkshire Hathaway Inc. Cl B      $572
     BRK.B2,526UNCH$572
Microsoft Corporation 3,623 +186 $571
     MSFT3,623+186$571
INVESCO S&P 3,492 +17 $510
     RHS3,492+17$510
Utilities Select Sector SPDR (XLU) 7,628 -5,552 $493
     XLU7,628-5,552$493
SPDR Barclays 1 3 Month T Bill (BIL) 5,222 +1,212 $477
     BIL5,222+1,212$477
Consumer Staples Select Sector SPDR (XLP) 7,449 +547 $469
     XLP7,449+547$469
Deutsche X Trackers USD Corp 9,254 +5,006 $466
     HYLB9,254+5,006$466
AT&T Inc. 11,675 +2,141 $456
     T11,675+2,141$456
Vanguard FTSE All World ex US ETF (VEU) 8,239 +19 $443
     VEU8,239+19$443

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 12/31/2019: $160,615
At 09/30/2019: $139,779

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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