Capital Financial Planning, LLC
Q1 2021 13F Holdings
- Locationalbany, NY
- Num holdings
120
- Value ($000)
$232,621
- Date Filed04/27/2021
- Form type13F-HR
- CIK0001763608
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD GROWTH | ETF-EQUITY | 922908736 | $30.59 M | 13 % | 118,994 | ||
VTV VANGUARD VALUE | ETF-EQUITY | 922908744 | $27.63 M | 12 % | 210,188 | ||
VO VANGUARD MID | ETF-EQUITY | 922908629 | $13.46 M | 6 % | 60,815 | ||
LMBS FIRST TRUST | ETF | 33739Q200 | $10.19 M | 4 % | 199,612 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $9.89 M | 4 % | 80,964 | ||
XLY CONSUMER DISCRETIONARY | ETF-EQUITY | 81369Y407 | $9.42 M | 4 % | 56,063 | ||
VB VANGUARD SMALL | ETF | 922908751 | $9.10 M | 4 % | 42,488 | ||
LQD ISHARES IBOXX | ETF-FIXED INCOME | 464287242 | $8.85 M | 4 % | 68,053 | ||
CORP PIMCO INVESTMENT | ETF | 72201R817 | $7.74 M | 3 % | 69,442 | ||
DGRO ISHARES CORE | ETF-EQUITY | 46434V621 | $7.44 M | 3 % | 154,060 |
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