Instuitional Investor - Capital Planning Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Capital Planning Advisors, Llc |
| Portfolio Value | $647,517,505 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 934,830 | $47,040,646 | 7.26% | |
| 2. | Invesco Exchange Traded Fd T | 526,580 | $35,296,657 | 5.45% | |
| 3. | Invesco Exchange Traded Fd T | 346,527 | $34,122,514 | 5.26% | |
| 4. | World Gold Tr | 649,170 | $33,750,348 | 5.21% | |
| 5. | IEF | 70,295 | $28,228,990 | 4.35% |
