Capital Analysts, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$2.26B
Signature - Title
Valerie Widhson - Director, RIA Compliance
Location
601 Office Center Drive, Suite 300, Fort Washington, PA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,209 $2.26B +$160M -$50.9M +$109M SPLG, IVV, IEFA, FBND, IJH 13F-HR 8/14/2024, 09:49 AM
Q1 2024 1,108 $2.13B +$223M -$126M +$96.8M SPLG, IVV, IEFA, FBND, IJH 13F-HR 5/14/2024, 11:47 AM
Q4 2023 1,088 $1.97B +$122M -$95M +$27.2M SPLG, IEFA, IVV, FBND, IJH 13F-HR 1/30/2024, 02:44 PM
Q3 2023 1,163 $1.79B +$231M -$159M +$71.2M SPLG, IEFA, IVV, FBND, IJH 13F-HR 11/13/2023, 10:25 AM
Q2 2023 996 $1.79B +$109M -$118M -$8.7M SPLG, IEFA, IVV, FBND, STIP 13F-HR 8/11/2023, 11:42 AM
Q1 2023 966 $1.74B +$201M -$144M +$57.3M SPLG, IVV, IEFA, FBND, STIP 13F-HR 5/5/2023, 10:56 AM
Q4 2022 1,053 $1.64B +$262M -$191M +$70.9M IVV, SPLG, FBND, STIP, GUNR 13F-HR 2/8/2023, 02:44 PM
Q3 2022 1,090 $1.45B +$160M -$64.9M +$95.4M IVV, SPLG, FBND, TIPX, IEFA 13F-HR 11/14/2022, 12:18 PM
Q2 2022 984 $1.44B +$144M -$78.2M +$65.5M IVV, SPLG, IEFA, FBND, TIPX 13F-HR 8/12/2022, 11:59 AM
Q1 2022 910 $1.58B +$207M -$202M +$4.95M IVV, SPLG, IEFA, TIPX, FBND 13F-HR 5/12/2022, 02:10 PM
Q4 2021 982 $1.64B +$64.3M -$31.7M +$32.6M IVV, SPLG, IEFA, AGG, IJH 13F-HR 2/10/2022, 09:15 AM
Q3 2021 965 $1.52B +$81.8M -$24.8M +$57M IVV, SPLG, IEFA, AGG, IJH 13F-HR 11/4/2021, 04:49 PM
Q2 2021 922 $1.49B +$87.1M -$114M -$27.1M IVV, SPLG, IEFA, AGG, IJH Restatement 11/15/2021, 01:58 PM
Q1 2021 1,036 $1.45B +$389M -$120M +$269M IVV, SPLG, IEFA, AGG, IJH 13F-HR 5/17/2021, 04:30 PM
Q4 2020 729 $1.14B +$91.2M -$91.9M -$701K IVV, SPLG, AGG, IEFA, ITOT 13F-HR 2/12/2021, 07:37 PM
Q3 2020 746 $1.05B +$77.1M -$23.9M +$53.3M IVV, SPLG, AGG, ITOT, GLDMXXXX 13F-HR 11/12/2020, 04:07 PM
Q2 2020 692 $952M +$111M -$96.6M +$14.5M IVV, SPLG, AGG, ITOT, GLDMXXXX 13F-HR 8/7/2020, 06:28 PM
Q1 2020 665 $815M +$56.7M -$74.4M -$17.7M IVV, AGG, ITOT, IEFA, SPLG 13F-HR 5/8/2020, 04:37 PM
Q4 2019 709 $1.01B +$35.2M -$19.5M +$15.7M IVV, IEFA, ITOT, AGG, IJH 13F-HR 2/12/2020, 04:52 PM
Q3 2019 672 $946M +$88.8M -$66M +$22.8M IVV, IEFA, AGG, ITOT, IJH 13F-HR 11/12/2019, 09:45 AM
Q2 2019 672 $918M +$70.9M -$44.3M +$26.6M IVV, IEFA, AGG, RSP, ITOT 13F-HR 8/13/2019, 01:23 PM
Q1 2019 656 $865M +$71.5M -$44.5M +$27.1M IVV, IEFA, AGG, ITOT, RSP 13F-HR 5/13/2019, 10:20 AM
Q4 2018 598 $761M +$76.4M -$91.3M -$14.9M IVV, IEFA, AGG, ITOT, MINT 13F-HR 2/13/2019, 11:29 AM
Q3 2018 565 $877M +$50.5M -$40.5M +$9.99M IVV, IEFA, AGG, ITOT, RSP Restatement 11/7/2018, 05:22 PM
Q2 2018 566 $840M +$110M -$79.8M +$30.1M IVV, IEFA, AGG, ITOT, IJH Restatement 11/7/2018, 05:42 PM
Q1 2018 559 $805M +$68.7M -$49.9M +$18.8M IVV, IEFA, AGG, ITOT, IEMG 13F-HR 5/14/2018, 08:52 AM
Q4 2017 439 $798M +$45.7M -$17.4M +$28.2M IVV, IEFA, AGG, ITOT, IJH Restatement 2/14/2018, 03:43 PM
Q3 2017 449 $746M +$62.6M -$40.7M +$21.9M IVV, IEFA, AGG, ITOT, IJH 13F-HR 11/6/2017, 02:25 PM
Q2 2017 374 $701M +$64.7M -$13.6M +$51.1M IVV, IEFA, AGG, ITOT, IJH 13F-HR 8/8/2017, 01:55 PM
Q1 2017 335 $634M +$332M -$284M +$47.8M IVV, IEFA, AGG, ITOT, IJH 13F-HR 5/5/2017, 10:52 AM
Q4 2016 344 $571M +$80.8M -$43.1M +$37.7M IVE, IGIB, EFA, VCSH, IVW 13F-HR 2/10/2017, 12:07 PM
Q3 2016 381 $533M +$67.6M -$37.8M +$29.7M IGIB, IVE, EFA, IGSB, IVW 13F-HR 11/14/2016, 04:53 PM
Q2 2016 327 $497M +$44.7M -$54.4M -$9.64M IGIB, IVE, EFA, IGSB, IVW Restatement 7/14/2016, 02:26 PM
Q1 2016 383 $498M +$53.8M -$54.4M -$619K IGIB, EFA, IWV, IVW, IGSB 13F-HR 5/13/2016, 09:53 AM
Q4 2015 379 $492M +$42.9M -$92M -$49M EFA, IWV, IGIB, IVW, IGSB 13F-HR 2/12/2016, 06:03 PM
Q3 2015 355 $523M +$134M -$67.1M +$66.5M IGIB, IWV, EFA, IGSB, IVW 13F-HR 11/13/2015, 10:05 AM
Q2 2015 372 $489M +$66M -$50.4M +$15.6M IWV, EFA, IGIB, IGSB, IVW 13F-HR 8/14/2015, 12:21 PM
Q1 2015 377 $480M +$45.4M -$29.3M +$16.1M IWV, EFA, IVW, IVE, IGIB 13F-HR 4/30/2015, 07:12 AM
Q4 2014 392 $455M +$67.7M -$51.5M +$16.2M IWV, EFA, IVE, IVW, IGIB 13F-HR 2/13/2015, 11:13 AM
Q3 2014 387 $426M +$41.8M -$16.6M +$25.2M IWV, EFA, BOND, IVW, IVE 13F-HR 11/10/2014, 05:43 PM
Q2 2014 381 $410M +$34M -$18.9M +$15.1M IWV, EFA, BOND, IVW, VNQ 13F-HR 11/12/2014, 08:40 AM
Q1 2014 354 $382M +$34.4M -$26.3M +$8.08M IWV, EFA, BOND, IVE, IVW 13F-HR 11/12/2014, 08:47 AM
Q4 2013 325 $368M +$26.2M -$13.3M +$12.9M IWV, EFA, IVW, IVE, BOND 13F-HR 11/12/2014, 08:51 AM
Q3 2013 305 $334M +$26.6M -$21.8M +$4.74M IWV, EFA, BOND, IVW, IGSB 13F-HR 11/12/2014, 08:56 AM
Q2 2013 292 $317M +$55M -$34.7M +$20.4M IWV, EFA, BOND, IGSB, IVE 13F-HR 11/12/2014, 09:09 AM
Q1 2013 291 $298M +$49.4M -$16M +$33.4M IWV, EFA, AGG, VWO, TIP 13F-HR 11/12/2014, 09:12 AM
Q4 2012 289 $248M $0 $0 IWV, TIP, EFA, AGG, VWO 13F-HR 11/12/2014, 09:15 AM