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Home > Institutional Investor > Capital Planning Llc > Profile

Instuitional Investor - Capital Planning Llc

Fund Profile
Filing Period:
Fund Name: Capital Planning Llc
Portfolio Value $281,172,896
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,874 $30,508,139 10.85%
2.
Schwab Strategic Trust
 FNDF 285,134 $23,661,736 8.41%
3.
Microsoft Corp
 MSFT 59,412 $22,341,386 7.94%
4.
Ishares Core Dividend Growth Etf
 318,306 $17,131,234 6.09%
5.
Boeing Co
 BA 58,055 $15,132,744 5.38%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)