Instuitional Investor - Capasso Planning Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Capasso Planning Partners Llc |
| Portfolio Value | $250,221,300 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 112,328 | $65,833,449 | 26.31% | |
| 2. | Spdr Series Trust | 259,641 | $18,546,180 | 7.41% | |
| 3. | Vanguard Tax-Managed Fds | 280,365 | $13,407,067 | 5.35% | |
| 4. | Spdr Series Trust | 136,209 | $11,884,196 | 4.74% | |
| 5. | Spdr Series Trust | 373,084 | $10,401,570 | 4.15% |
