$730 Million is the total value of CFS Investment Advisory Services, LLC's 199 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PTLC | New | PACER FDS TRtrendp us lar cp | $81,412,000 | – | 2,158,229 | +100.0% | 11.16% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $59,349,000 | – | 1,176,185 | +100.0% | 8.13% | – |
| ESGU | New | ISHARES TResg awr msci usa | $46,618,000 | – | 473,594 | +100.0% | 6.39% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $24,243,000 | – | 83,548 | +100.0% | 3.32% | – |
| EFV | New | ISHARES TReafe value etf | $22,359,000 | – | 439,676 | +100.0% | 3.06% | – |
| EFG | New | ISHARES TReafe grwth etf | $20,464,000 | – | 192,241 | +100.0% | 2.80% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $16,665,000 | – | 106,482 | +100.0% | 2.28% | – |
| GOVT | New | ISHARES TRus treas bd etf | $15,582,000 | – | 587,360 | +100.0% | 2.14% | – |
| XT | New | ISHARES TRexponential tech | $14,473,000 | – | 230,675 | +100.0% | 1.98% | – |
| VLUE | New | ISHARES TRmsci usa value | $11,821,000 | – | 117,416 | +100.0% | 1.62% | – |
| SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $10,873,000 | – | 212,965 | +100.0% | 1.49% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $10,165,000 | – | 200,415 | +100.0% | 1.39% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $9,880,000 | – | 275,678 | +100.0% | 1.35% | – |
| IXG | New | ISHARES TRglobal finls etf | $9,708,000 | – | 123,751 | +100.0% | 1.33% | – |
| FALN | New | ISHARES TRfaln angls usd | $9,337,000 | – | 310,112 | +100.0% | 1.28% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $9,063,000 | – | 242,819 | +100.0% | 1.24% | – |
| MBB | New | ISHARES TRmbs etf | $8,650,000 | – | 79,987 | +100.0% | 1.18% | – |
| IEFA | New | ISHARES TRcore msci eafe | $8,351,000 | – | 112,467 | +100.0% | 1.14% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $7,305,000 | – | 82,513 | +100.0% | 1.00% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $6,866,000 | – | 52,120 | +100.0% | 0.94% | – |
| IYW | New | ISHARES TRu.s. tech etf | $6,829,000 | – | 67,442 | +100.0% | 0.94% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $6,719,000 | – | 50,504 | +100.0% | 0.92% | – |
| IUSB | New | ISHARES TRcore total usd | $6,605,000 | – | 124,058 | +100.0% | 0.90% | – |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $5,985,000 | – | 117,181 | +100.0% | 0.82% | – |
| NANR | New | SPDR INDEX SHS FDSs&p north amer | $5,782,000 | – | 145,169 | +100.0% | 0.79% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $5,737,000 | – | 72,462 | +100.0% | 0.79% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $5,193,000 | – | 68,933 | +100.0% | 0.71% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $5,127,000 | – | 124,180 | +100.0% | 0.70% | – |
| TFI | New | SPDR SER TRnuveen brc munic | $4,620,000 | – | 89,580 | +100.0% | 0.63% | – |
| SPLB | New | SPDR SER TRportfolio ln cor | $4,323,000 | – | 137,841 | +100.0% | 0.59% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $4,303,000 | – | 43,835 | +100.0% | 0.59% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $4,237,000 | – | 41,123 | +100.0% | 0.58% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $4,197,000 | – | 23,899 | +100.0% | 0.58% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $4,179,000 | – | 80,222 | +100.0% | 0.57% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $4,019,000 | – | 30,877 | +100.0% | 0.55% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $3,728,000 | – | 59,567 | +100.0% | 0.51% | – |
| PG | New | PROCTER AND GAMBLE CO | $3,729,000 | – | 26,675 | +100.0% | 0.51% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $3,723,000 | – | 14,188 | +100.0% | 0.51% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $3,658,000 | – | 12,460 | +100.0% | 0.50% | – |
| ALB | New | ALBEMARLE CORP | $3,623,000 | – | 16,545 | +100.0% | 0.50% | – |
| IYE | New | ISHARES TRu.s. energy etf | $3,441,000 | – | 121,773 | +100.0% | 0.47% | – |
| TGT | New | TARGET CORP | $3,388,000 | – | 14,810 | +100.0% | 0.46% | – |
| USMV | New | ISHARES TRmsci usa min vol | $3,260,000 | – | 44,390 | +100.0% | 0.45% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $3,248,000 | – | 34,282 | +100.0% | 0.44% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $3,156,000 | – | 8,817 | +100.0% | 0.43% | – |
| NUE | New | NUCOR CORP | $2,958,000 | – | 30,036 | +100.0% | 0.40% | – |
| TROW | New | PRICE T ROWE GROUP INC | $2,850,000 | – | 14,488 | +100.0% | 0.39% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $2,755,000 | – | 64,773 | +100.0% | 0.38% | – |
| LOW | New | LOWES COS INC | $2,755,000 | – | 13,582 | +100.0% | 0.38% | – |
| SPGI | New | S&P GLOBAL INC | $2,731,000 | – | 6,427 | +100.0% | 0.37% | – |
| CTAS | New | CINTAS CORP | $2,655,000 | – | 6,976 | +100.0% | 0.36% | – |
| PNR | New | PENTAIR PLC | $2,636,000 | – | 36,298 | +100.0% | 0.36% | – |
| WMT | New | WALMART INC | $2,610,000 | – | 18,756 | +100.0% | 0.36% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $2,568,000 | – | 17,460 | +100.0% | 0.35% | – |
| DOV | New | DOVER CORP | $2,509,000 | – | 16,138 | +100.0% | 0.34% | – |
| IGV | New | ISHARES TRexpanded tech | $2,471,000 | – | 6,192 | +100.0% | 0.34% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $2,448,000 | – | 20,636 | +100.0% | 0.34% | – |
| LIN | New | LINDE PLC | $2,419,000 | – | 8,155 | +100.0% | 0.33% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $2,389,000 | – | 11,948 | +100.0% | 0.33% | – |
| SMDV | New | PROSHARES TRruss 2000 divd | $2,362,000 | – | 38,302 | +100.0% | 0.32% | – |
| ABT | New | ABBOTT LABS | $2,362,000 | – | 19,991 | +100.0% | 0.32% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $2,343,000 | – | 23,023 | +100.0% | 0.32% | – |
| TIP | New | ISHARES TRtips bd etf | $2,320,000 | – | 18,170 | +100.0% | 0.32% | – |
| EMR | New | EMERSON ELEC CO | $2,277,000 | – | 24,174 | +100.0% | 0.31% | – |
| CINF | New | CINCINNATI FINL CORP | $2,278,000 | – | 19,940 | +100.0% | 0.31% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $2,224,000 | – | 37,058 | +100.0% | 0.30% | – |
| MDT | New | MEDTRONIC PLC | $2,174,000 | – | 17,355 | +100.0% | 0.30% | – |
| PDN | New | INVESCO EXCH TRADED FD TR IIftse rafi sml | $2,136,000 | – | 56,875 | +100.0% | 0.29% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $2,114,000 | – | 10,229 | +100.0% | 0.29% | – |
| SYY | New | SYSCO CORP | $2,108,000 | – | 26,848 | +100.0% | 0.29% | – |
| MCD | New | MCDONALDS CORP | $2,103,000 | – | 8,724 | +100.0% | 0.29% | – |
| CB | New | CHUBB LIMITED | $2,094,000 | – | 12,069 | +100.0% | 0.29% | – |
| ABBV | New | ABBVIE INC | $2,094,000 | – | 19,412 | +100.0% | 0.29% | – |
| PPG | New | PPG INDS INC | $2,034,000 | – | 14,224 | +100.0% | 0.28% | – |
| GWW | New | GRAINGER W W INC | $2,025,000 | – | 5,151 | +100.0% | 0.28% | – |
| KO | New | COCA COLA CO | $2,002,000 | – | 38,149 | +100.0% | 0.27% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $1,990,000 | – | 11,350 | +100.0% | 0.27% | – |
| AFL | New | AFLAC INC | $1,976,000 | – | 37,907 | +100.0% | 0.27% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $1,970,000 | – | 22,949 | +100.0% | 0.27% | – |
| GPC | New | GENUINE PARTS CO | $1,974,000 | – | 16,279 | +100.0% | 0.27% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $1,963,000 | – | 4,401 | +100.0% | 0.27% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $1,961,000 | – | 112,248 | +100.0% | 0.27% | – |
| PEP | New | PEPSICO INC | $1,956,000 | – | 13,003 | +100.0% | 0.27% | – |
| IBML | New | ISHARES TRibonds dec2023 | $1,951,000 | – | 75,055 | +100.0% | 0.27% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,910,000 | – | 36,367 | +100.0% | 0.26% | – |
| APD | New | AIR PRODS & CHEMS INC | $1,893,000 | – | 7,391 | +100.0% | 0.26% | – |
| ECL | New | ECOLAB INC | $1,880,000 | – | 9,010 | +100.0% | 0.26% | – |
| IBMK | New | ISHARES TRibonds dec2022 | $1,864,000 | – | 71,215 | +100.0% | 0.26% | – |
| BFB | New | BROWN FORMAN CORPcl b | $1,836,000 | – | 27,402 | +100.0% | 0.25% | – |
| IXN | New | ISHARES TRglobal tech etf | $1,822,000 | – | 32,158 | +100.0% | 0.25% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $1,792,000 | – | 13,781 | +100.0% | 0.25% | – |
| GD | New | GENERAL DYNAMICS CORP | $1,798,000 | – | 9,183 | +100.0% | 0.25% | – |
| IBMM | New | ISHARES TRibonds dec | $1,784,000 | – | 66,255 | +100.0% | 0.24% | – |
| EFAD | New | PROSHARES TRmsci eafe divd | $1,762,000 | – | 38,135 | +100.0% | 0.24% | – |
| MKC | New | MCCORMICK & CO INC | $1,744,000 | – | 21,524 | +100.0% | 0.24% | – |
| AOS | New | SMITH A O CORP | $1,743,000 | – | 28,544 | +100.0% | 0.24% | – |
| LEG | New | LEGGETT & PLATT INC | $1,721,000 | – | 38,392 | +100.0% | 0.24% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $1,720,000 | – | 47,089 | +100.0% | 0.24% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $1,701,000 | – | 39,920 | +100.0% | 0.23% | – |
| MMM | New | 3M CO | $1,686,000 | – | 9,613 | +100.0% | 0.23% | – |
| IBMJ | New | ISHARES TRibonds dec2021 | $1,657,000 | – | 64,786 | +100.0% | 0.23% | – |
| BDX | New | BECTON DICKINSON & CO | $1,635,000 | – | 6,651 | +100.0% | 0.22% | – |
| CLX | New | CLOROX CO DEL | $1,590,000 | – | 9,601 | +100.0% | 0.22% | – |
| CL | New | COLGATE PALMOLIVE CO | $1,586,000 | – | 20,991 | +100.0% | 0.22% | – |
| DGRO | New | ISHARES TRcore div grwth | $1,559,000 | – | 31,022 | +100.0% | 0.21% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $1,559,000 | – | 3,672 | +100.0% | 0.21% | – |
| KMB | New | KIMBERLY-CLARK CORP | $1,551,000 | – | 11,712 | +100.0% | 0.21% | – |
| VFC | New | V F CORP | $1,502,000 | – | 22,397 | +100.0% | 0.21% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,494,000 | – | 6,730 | +100.0% | 0.20% | – |
| HRL | New | HORMEL FOODS CORP | $1,485,000 | – | 36,229 | +100.0% | 0.20% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $1,468,000 | – | 23,422 | +100.0% | 0.20% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,428,000 | – | 10,551 | +100.0% | 0.20% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $1,422,000 | – | 30,192 | +100.0% | 0.20% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,409,000 | – | 22,437 | +100.0% | 0.19% | – |
| NEE | New | NEXTERA ENERGY INC | $1,403,000 | – | 17,863 | +100.0% | 0.19% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $1,391,000 | – | 54,938 | +100.0% | 0.19% | – |
| IBMN | New | ISHARES TRibonds dec 25 | $1,379,000 | – | 49,330 | +100.0% | 0.19% | – |
| O | New | REALTY INCOME CORP | $1,382,000 | – | 21,303 | +100.0% | 0.19% | – |
| CAH | New | CARDINAL HEALTH INC | $1,373,000 | – | 27,753 | +100.0% | 0.19% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $1,354,000 | – | 54,751 | +100.0% | 0.19% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $1,315,000 | – | 28,490 | +100.0% | 0.18% | – |
| TSLA | New | TESLA INC | $1,304,000 | – | 1,682 | +100.0% | 0.18% | – |
| MEAR | New | ISHARES U S ETF TRblackrock short | $1,146,000 | – | 22,849 | +100.0% | 0.16% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $1,099,000 | – | 42,251 | +100.0% | 0.15% | – |
| IEMG | New | ISHARES INCcore msci emkt | $1,097,000 | – | 17,758 | +100.0% | 0.15% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $1,023,000 | – | 32,904 | +100.0% | 0.14% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,018,000 | – | 3,729 | +100.0% | 0.14% | – |
| AWAY | New | ETF MANAGERS TRetfmg travel tec | $986,000 | – | 34,733 | +100.0% | 0.14% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $961,000 | – | 36,566 | +100.0% | 0.13% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $949,000 | – | 355 | +100.0% | 0.13% | – |
| PFE | New | PFIZER INC | $928,000 | – | 21,581 | +100.0% | 0.13% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $874,000 | – | 36,995 | +100.0% | 0.12% | – |
| XOM | New | EXXON MOBIL CORP | $875,000 | – | 14,925 | +100.0% | 0.12% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $826,000 | – | 30,785 | +100.0% | 0.11% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $796,000 | – | 13,072 | +100.0% | 0.11% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $664,000 | – | 14,536 | +100.0% | 0.09% | – |
| ESGE | New | ISHARES INCesg awr msci em | $648,000 | – | 15,645 | +100.0% | 0.09% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $616,000 | – | 1,535 | +100.0% | 0.08% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $596,000 | – | 8,061 | +100.0% | 0.08% | – |
| TDV | New | PROSHARES TRs&p tech dividen | $590,000 | – | 9,872 | +100.0% | 0.08% | – |
| IGSB | New | ISHARES TR | $574,000 | – | 10,502 | +100.0% | 0.08% | – |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $566,000 | – | 8,360 | +100.0% | 0.08% | – |
| QUS | New | SPDR SER TRmsci usa strtgic | $530,000 | – | 4,444 | +100.0% | 0.07% | – |
| FB | New | FACEBOOK INCcl a | $524,000 | – | 1,544 | +100.0% | 0.07% | – |
| MRNA | New | MODERNA INC | $517,000 | – | 1,343 | +100.0% | 0.07% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $517,000 | – | 6,455 | +100.0% | 0.07% | – |
| DIS | New | DISNEY WALT CO | $485,000 | – | 2,865 | +100.0% | 0.07% | – |
| NVDA | New | NVIDIA CORPORATION | $471,000 | – | 2,272 | +100.0% | 0.06% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $477,000 | – | 179 | +100.0% | 0.06% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $446,000 | – | 2,978 | +100.0% | 0.06% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $447,000 | – | 9,043 | +100.0% | 0.06% | – |
| ADI | New | ANALOG DEVICES INC | $435,000 | – | 2,636 | +100.0% | 0.06% | – |
| LVHD | New | LEGG MASON ETF INVT TRl vol h div etf | $430,000 | – | 11,953 | +100.0% | 0.06% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $412,000 | – | 2,681 | +100.0% | 0.06% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $405,000 | – | 7,648 | +100.0% | 0.06% | – |
| MRK | New | MERCK & CO. INC | $395,000 | – | 5,252 | +100.0% | 0.05% | – |
| AXON | New | AXON ENTERPRISE INC | $394,000 | – | 2,250 | +100.0% | 0.05% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $384,000 | – | 3,331 | +100.0% | 0.05% | – |
| FXC | New | INVESCO CURRENCYSHARES CDN D | $379,000 | – | 4,898 | +100.0% | 0.05% | – |
| LLY | New | LILLY ELI & CO | $372,000 | – | 1,612 | +100.0% | 0.05% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $366,000 | – | 937 | +100.0% | 0.05% | – |
| IXUS | New | ISHARES TRcore msci total | $368,000 | – | 5,180 | +100.0% | 0.05% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $356,000 | – | 2,565 | +100.0% | 0.05% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $357,000 | – | 14,060 | +100.0% | 0.05% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $355,000 | – | 6,958 | +100.0% | 0.05% | – |
| V | New | VISA INC | $349,000 | – | 1,569 | +100.0% | 0.05% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $332,000 | – | 2,826 | +100.0% | 0.04% | – |
| SIGI | New | SELECTIVE INS GROUP INC | $326,000 | – | 4,310 | +100.0% | 0.04% | – |
| RESP | New | WISDOMTREE TRus esg fund | $312,000 | – | 8,131 | +100.0% | 0.04% | – |
| JPM | New | JPMORGAN CHASE & CO | $297,000 | – | 1,813 | +100.0% | 0.04% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $288,000 | – | 5,325 | +100.0% | 0.04% | – |
| NKE | New | NIKE INCcl b | $276,000 | – | 1,900 | +100.0% | 0.04% | – |
| ARKK | New | ARK ETF TRinnovation etf | $268,000 | – | 2,427 | +100.0% | 0.04% | – |
| AMGN | New | AMGEN INC | $268,000 | – | 1,260 | +100.0% | 0.04% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $262,000 | – | 394 | +100.0% | 0.04% | – |
| BSTZ | New | BLACKROCK SCIENCE & TECH TR | $259,000 | – | 6,711 | +100.0% | 0.04% | – |
| SPMB | New | SPDR SER TRportfli mortgage | $228,000 | – | 8,855 | +100.0% | 0.03% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $229,000 | – | 4,567 | +100.0% | 0.03% | – |
| SHOP | New | SHOPIFY INCcl a | $222,000 | – | 164 | +100.0% | 0.03% | – |
| T | New | AT&T INC | $216,000 | – | 7,960 | +100.0% | 0.03% | – |
| KOMP | New | SPDR SER TRs&p kensho new | $222,000 | – | 3,647 | +100.0% | 0.03% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $208,000 | – | 3,513 | +100.0% | 0.03% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $202,000 | – | 1,513 | +100.0% | 0.03% | – |
| BAC | New | BK OF AMERICA CORP | $205,000 | – | 4,835 | +100.0% | 0.03% | – |
| SMH | New | VANECK VECTORS ETF TRsemiconductor et | $205,000 | – | 800 | +100.0% | 0.03% | – |
| OKTA | New | OKTA INCcl a | $202,000 | – | 850 | +100.0% | 0.03% | – |
| VLY | New | VALLEY NATL BANCORP | $184,000 | – | 13,848 | +100.0% | 0.02% | – |
| WIT | New | WIPRO LTDspon adr 1 sh | $94,000 | – | 10,664 | +100.0% | 0.01% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $98,000 | – | 21,657 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 14 | Q2 2024 | 0.6% |
| PACER FDS TR | 13 | Q2 2024 | 16.7% |
| SPDR SER TR | 13 | Q2 2024 | 18.4% |
| ISHARES TR | 13 | Q2 2024 | 11.1% |
| ISHARES TR | 13 | Q2 2024 | 5.2% |
| ISHARES TR | 13 | Q2 2024 | 5.4% |
| ISHARES TR | 13 | Q2 2024 | 6.0% |
| PROSHARES TR | 13 | Q2 2024 | 2.5% |
| SPDR INDEX SHS FDS | 13 | Q2 2024 | 2.6% |
| SPDR SER TR | 13 | Q2 2024 | 1.9% |
View CFS Investment Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-13 |
| 13F-HR/A | 2022-11-02 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-16 |
View CFS Investment Advisory Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.