Capital Analysts, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fort Washington, PA
CIK
0001624758
Alternate names
Capital Analysts, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,088 1,986,248 SPLG, IEFA, IVV, FBND 13F-HR 1/30/2024 000162475824000003
Q3 2023 1,163 1,797,357 SPLG, IEFA, IVV, FBND 13F-HR 11/13/2023 000162475823000009
Q2 2023 996 1,799,666 SPLG, IEFA, IVV, FBND 13F-HR 8/11/2023 000162475823000006
Q1 2023 966 1,748,264 SPLG, IVV, IEFA, FBND 13F-HR 5/5/2023 000162475823000004
Q4 2022 1,053 1,638,481 IVV, SPLG, FBND, STIP 13F-HR 2/8/2023 000162475823000002
Q3 2022 1,090 1,451,207 IVV, SPLG, FBND, TIPX 13F-HR 11/14/2022 000162475822000012
Q2 2022 1,008 1,438,333 IVV, SPLG, IEFA, FBND 13F-HR 8/12/2022 000162475822000009
Q1 2022 926 1,579,352 IVV, SPLG, IEFA, TIPX 13F-HR 5/12/2022 000162475822000007
Q4 2021 1,001 1,648,240 IVV, SPLG, IEFA, AGG 13F-HR 2/10/2022 000162475822000002
Q3 2021 981 1,524,071 IVV, SPLG, IEFA, AGG 13F-HR 11/4/2021 000162475821000008
Q2 2021 937 1,489,079 IVV, SPLG, IEFA, AGG RESTATEMENT 11/15/2021 000162475821000010
Q1 2021 1,063 1,447,129 IVV, SPLG, IEFA, AGG 13F-HR 5/17/2021 000162475821000004
Q4 2020 740 1,139,091 IVV, SPLG, AGG, IEFA 13F-HR 2/16/2021 000162475821000002
Q3 2020 757 1,052,457 IVV, SPLG, AGG, ITOT 13F-HR 11/12/2020 000162475820000008
Q2 2020 701 951,758 IVV, SPLG, AGG, ITOT 13F-HR 8/7/2020 000162475820000006
Q1 2020 679 814,820 IVV, AGG, ITOT, IEFA 13F-HR 5/8/2020 000162475820000004
Q4 2019 720 1,011,734 IVV, IEFA, ITOT, AGG 13F-HR 2/12/2020 000162475820000002
Q3 2019 694 946,246 IVV, IEFA, AGG, ITOT 13F-HR 11/12/2019 000162475819000008
Q2 2019 686 918,086 IVV, IEFA, AGG, RSP 13F-HR 8/13/2019 000162475819000006
Q1 2019 656 865,169 IVV, IEFA, AGG, ITOT 13F-HR 5/13/2019 000162475819000004
Q4 2018 598 761,197 IVV, IEFA, AGG, ITOT 13F-HR 2/13/2019 000162475819000002
Q3 2018 565 877,144 IVV, IEFA, AGG, ITOT RESTATEMENT 11/7/2018 000162475818000009
Q2 2018 566 840,162 IVV, IEFA, AGG, ITOT RESTATEMENT 11/8/2018 000162475818000010
Q1 2018 559 809,153 IVV, IEFA, AGG, ITOT 13F-HR 5/14/2018 000162475818000005
Q4 2017 439 798,052 IVV, IEFA, AGG, ITOT RESTATEMENT 2/14/2018 000162475818000003
Q3 2017 449 745,894 IVV, IEFA, AGG, ITOT 13F-HR 11/6/2017 000162475817000009
Q2 2017 374 700,907 IVV, IEFA, AGG, ITOT 13F-HR 8/8/2017 000162475817000007
Q1 2017 335 634,126 IVV, IEFA, AGG, ITOT 13F-HR 5/5/2017 000162475817000005
Q4 2016 344 571,131 IVE, IGIB, EFA, VCSH 13F-HR 2/10/2017 000162475817000003
Q3 2016 381 532,965 IGIB, IVE, EFA, IGSB 13F-HR 11/14/2016 000162475816000012
Q2 2016 327 496,874 IGIB, IVE, EFA, IGSB RESTATEMENT 7/14/2016 000162475816000010
Q1 2016 383 498,027 IGIB, EFA, IWV, IVW 13F-HR 5/13/2016 000162475816000008
Q4 2015 379 492,127 EFA, IWV, IGIB, IVW 13F-HR 2/16/2016 000162475816000006
Q3 2015 355 523,178 IGIB, IWV, EFA, IGSB 13F-HR 11/13/2015 000162475815000005
Q2 2015 372 489,025 IWV, EFA, IGIB, IGSB 13F-HR 8/14/2015 000162475815000004
Q1 2015 382 480,110 IWV, EFA, IVW, IVE 13F-HR 4/30/2015 000162475815000002
Q4 2014 392 455,122 IWV, EFA, IVE, IVW 13F-HR 2/13/2015 000162475815000001
Q3 2014 387 426,098 IWV, EFA, BOND, IVW 13F-HR 11/12/2014 000162475814000001
Q2 2014 381 410,359 IWV, EFA, BOND, IVW 13F-HR 11/12/2014 000162475814000002
Q1 2014 354 382,232 IWV, EFA, BOND, IVE 13F-HR 11/12/2014 000162475814000003
Q4 2013 325 367,591 IWV, EFA, IVW, IVE 13F-HR 11/12/2014 000162475814000004
Q3 2013 305 333,963,302 IWV, EFA, BOND, IVW 13F-HR 11/12/2014 000162475814000005
Q2 2013 292 316,673,174 IWV, EFA, BOND, IGSB 13F-HR 11/12/2014 000162475814000006
Q1 2013 291 298,057,724 IWV, EFA, AGG, VWO 13F-HR 11/12/2014 000162475814000007
Q4 2012 289 248,228,205 IWV, TIP, EFA, AGG 13F-HR 11/12/2014 000162475814000008
Additional filings from Capital Analysts, LLC that have since been restated