Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Capital Planning Llc > Profile

Instuitional Investor - Capital Planning Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Capital Planning Llc
Portfolio Value	$356,894,210

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	66,730	$45,789,773	12.83%
2.	Microsoft Corp	MSFT	55,416	$26,208,669	7.34%
3.	Quanta Services Inc.	PWR	59,225	$26,046,563	7.3%
4.	Schwab Strategic Trust	FNDF	788,940	$25,640,566	7.18%
5.	Ishares Core Dividend Growth Etf		238,974	$16,680,415	4.67%