Instuitional Investor - Capital Planning Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 71,623 $42,162,896 11.05%
2. FNDF 1,138,646 $31,734,056 8.32%
3. MSFT 65,297 $27,522,657 7.21%
4.
Ishares Core Dividend Growth Etf
348,827 $21,397,022 5.61%
5. PWR 60,564 $19,141,252 5.02%