Instuitional Investor - Capital & Planning, Llc

Fund Profile
Filing Period:
Fund Name: Capital & Planning, Llc
Portfolio Value $21,600,615
Filing Period:
No. Security Ticker Shares Value % Port
1. GOOGL 19,995 $6,258,435 28.97%
2. AMZN 16,800 $3,877,776 17.95%
3. V 9,990 $3,503,593 16.22%
4. MSFT 6,225 $3,010,535 13.94%
5. LLY 2,500 $2,686,700 12.44%