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Capitol Ser Tr shares owned by LifePlan Investment Advisors

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by LifePlan Investment Advisors from 13F filings

Historical chart of LifePlan Investment Advisors investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr held by LifePlan Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr by LifePlan Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 9.4k 25.04

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding Capitol Ser Tr

AE Wealth Management
Kingdom Financial Group
CWA Asset Management
Key Capital Management
Howard Bailey Securities
LifeWealth Investments
Simplicity Wealth
Global Wealth Management Investment Advisory
Family Wealth Group
Quest 10 Wealth Builders
FLP Wealth Management
Citadel Advisors
Lloyd Advisory Services
Farther Finance Advisors
Centennial Advisors

View all funds holding Capitol Ser Tr