Universe · entity
Capital Planning LLC
Institutional manager (13F) · CIK 1790688
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $297M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | iShares Core S&P 500 ETF | $44M | 67,613 |
| 2 | Schwab US Large-Cap Growth ETF | $26M | 906,338 |
| 3 | Microsoft Corp | $20M | 53,905 |
| 4 | iShares Core Dividend Growth ETF | $18M | 258,299 |
| 5 | Vanguard Large-Cap ETF | $12M | 40,713 |
| 6 | Vanguard Mid-Cap ETF | $11M | 39,856 |
| 7 | Vanguard Information Technology ETF | $11M | 15,749 |
| 8 | Vanguard Small-Cap ETF | $11M | 41,738 |
| 9 | iShares MSCI USA Min Vol Factor ETF | $11M | 114,795 |
| 10 | Vanguard Mega Cap Value ETF | $10M | 71,058 |
| 11 | Vanguard Mega Cap Growth ETF | $10M | 27,060 |
| 12 | Vanguard Growth ETF | $9M | 20,143 |
| 13 | The Technology Select Sector SPDR ETF | $9M | 65,966 |
| 14 | iShares MSCI USA Momentum Factor ETF | $7M | 30,536 |
| 15 | Boeing Co | $7M | 35,203 |
| 16 | iShares Core S&P Total US Stock Mkt ETF | $6M | 42,528 |
| 17 | Fidelity MSCI Information Tech ETF | $6M | 27,650 |
| 18 | Apple Inc | $6M | 21,777 |
| 19 | Vanguard Dividend Appreciation ETF | $5M | 25,527 |
| 20 | Schwab US Mid-Cap ETF | $5M | 160,520 |
| 21 | Quanta Services Inc | $5M | 8,661 |
| 22 | Capital Group Municipal Income ETF | $5M | 169,086 |
| 23 | iShares Core S&P Small-Cap ETF | $4M | 36,106 |
| 24 | First Trust Smith Opportnstc Fxd Inc ETF | $4M | 101,089 |
| 25 | JPMorgan Core Plus Bond ETF | $4M | 92,923 |
| 26 | Costco Wholesale Corp | $4M | 3,602 |
| 27 | AbbVie Inc | $3M | 15,986 |
| 28 | Oracle Corp | $2M | 16,023 |
| 29 | Invesco QQQ Trust | $2M | 3,565 |
| 30 | Abbott Laboratories | $2M | 16,460 |
| 31 | NEOS S&P 500(R) High Income ETF | $2M | 30,580 |
| 32 | Vanguard Total Stock Market ETF | $1M | 3,938 |
| 33 | Broadcom Inc Com | $1M | 4,044 |
| 34 | Starbucks Corp | $970k | 10,830 |
| 35 | Berkshire Hathaway Inc B | $934k | 1,949 |
| 36 | SPDR Blmbg 1-3 Mth T-Bill ETF | $904k | 9,861 |
| 37 | Capital Group Global Growth Equity ETF | $888k | 26,614 |
| 38 | Vanguard Russell 1000 Growth ETF | $879k | 8,012 |
| 39 | iShares 0-3 Month Treasury Bond ETF | $852k | 8,466 |
| 40 | Capital Group Growth ETF | $847k | 21,077 |
| 41 | Vanguard FTSE Developed Markets ETF | $735k | 11,471 |
| 42 | NVIDIA Corp | $700k | 4,016 |
| 43 | Schwab US Dividend Equity ETF | $680k | 22,150 |
| 44 | Vanguard Russell 1000 Value ETF | $652k | 6,952 |
| 45 | Capital Group Core Plus Income ETF | $631k | 28,254 |
| 46 | iShares Core MSCI EAFE ETF | $629k | 6,950 |
| 47 | Vanguard Mega Cap ETF | $592k | 2,506 |
| 48 | Schwab Emerging Markets Equity ETF | $581k | 17,630 |
| 49 | Capital Group Municipal High-Income ETF | $509k | 20,122 |
| 50 | Amazon.com Inc | $485k | 2,330 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.