13F Filings for CFS Investment Advisory Services, LLC (CIK: 1845688)
View the most recent portfolio holdings disclosed by CFS Investment Advisory Services, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| N/A - PACER FDS TR(Class: TRENDP US LAR CP) | 2.04M | $103.76K | 8.49% | Increased | 50.94K (2.0%, $1.21K) |
| SPLG - SPDR SERIES TRUST(Class: PORTFOLIO SP500) | 758.26K | $55.12K | 4.51% | Decreased | 231.66K (23.0%, $9.98K) |
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 107.51K | $47.13K | 3.86% | Decreased | 7.23K (6.0%, $4.58K) |
| DYNF - BLACKROCK ETF TRUST(Class: ISHARES US EQUIT) | 595.70K | $32.44K | 2.65% | Increased | 4.26K (0.0%, $3.60K) |
| N/A - ISHARES TR(Class: MSCI USA QLT FCT) | 175.64K | $32.11K | 2.63% | Increased | 2.34K (1.0%, $2.49K) |
| IWD - ISHARES TR(Class: RUS 1000 VAL ETF) | 155.29K | $30.16K | 2.47% | Increased | 967 (0.0%, $1.13K) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 46.19K | $28.68K | 2.35% | Increased | 1.96K (4.0%, $3.82K) |
| N/A - ISHARES TR(Class: EAFE VALUE ETF) | 395.61K | $25.11K | 2.05% | Increased | 122.04K (44.0%, $8.99K) |
| SPTL - SPDR SERIES TRUST(Class: PORTFOLIO LN TSR) | 828.84K | $22.03K | 1.80% | Increased | 240.82K (40.0%, $6K) |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 180.02K | $19.82K | 1.62% | Decreased | 15.69K (8.0%, $1.65K) |
| DFIV - DIMENSIONAL ETF TRUST(Class: INTERNATNAL VAL) | 458.93K | $19.66K | 1.61% | Decreased | 7.10K (1.0%, $1.31K) |
| IJH - ISHARES TR(Class: CORE SP MCP ETF) | 316.14K | $19.61K | 1.60% | Decreased | 3.94K (1.0%, $930) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 544.27K | $19.51K | 1.60% | Increased | 8.10K (1.0%, $1.82K) |
| DFCF - DIMENSIONAL ETF TRUST(Class: CORE FIXED INCOM) | 458.81K | $19.39K | 1.59% | Increased | 8.79K (1.0%, $461) |
| IUSB - ISHARES TR(Class: CORE TOTAL USD) | 417.67K | $19.31K | 1.58% | Decreased | 84.21K (16.0%, $3.82K) |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 320.33K | $19.23K | 1.57% | Increased | 146.02K (83.0%, $9.82K) |
| MBB - ISHARES TR(Class: MBS ETF) | 179.44K | $16.85K | 1.38% | Increased | 2.13K (1.0%, $220) |
| IEI - ISHARES TR(Class: 3 7 YR TREAS BD) | 137.68K | $16.40K | 1.34% | Increased | 816 (0.0%, $228) |
| IYW - ISHARES TR(Class: U.S. TECH ETF) | 92.05K | $15.95K | 1.30% | Decreased | 6.79K (6.0%, $2.07K) |
| SCHZ - SCHWAB STRATEGIC TR(Class: US AGGREGATE B) | 681.16K | $15.83K | 1.30% | Decreased | 27.08K (3.0%, $573) |
| N/A - ISHARES TR(Class: EAFE GRWTH ETF) | 139.91K | $15.67K | 1.28% | Decreased | 14.33K (9.0%, $246) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 273.06K | $15.57K | 1.27% | Increased | 2.22K (0.0%, $1.80K) |
| BRTR - BLACKROCK ETF TRUST II(Class: ISHARES TOTAL RE) | 301.52K | $15.24K | 1.25% | Increased | 8.58K (2.0%, $485) |
| BINC - BLACKROCK ETF TRUST II(Class: ISHARES FLEXIBLE) | 264.04K | $13.95K | 1.14% | Increased | 3.10K (1.0%, $284) |
| THRO - BLACKROCK ETF TRUST(Class: ISHARES US THEMA) | 371.92K | $13.23K | 1.08% | Increased | 308.96K (490.0%, $11.24K) |