Instuitional Investor - Capital Planning Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Capital Planning Advisors, Llc |
| Portfolio Value | $747,741,120 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 827,165 | $51,672,998 | 6.91% | |
| 2. | World Gold Tr | 533,240 | $45,522,699 | 6.09% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 452,850 | $33,986,393 | 4.55% | |
| 4. | Wisdomtree Tr | 641,211 | $32,265,740 | 4.32% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 460,299 | $30,941,299 | 4.14% |
Hedge Fund Resource Center 
