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Capital Financial Planning, LLC

Q1 2021 13F Holdings

  • Location
    albany, NY
  • Num holdings

    120

  • Value ($000)

    $232,621

  • Date Filed
    04/27/2021
  • Form type
    13F-HR
  • CIK
    0001763608
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD GROWTH

ETF-EQUITY
922908736
$30.59M
13 %

118,994

V
VTV

VANGUARD VALUE

ETF-EQUITY
922908744
$27.63M
12 %

210,188

V
VO

VANGUARD MID

ETF-EQUITY
922908629
$13.46M
6 %

60,815

L
LMBS

FIRST TRUST

ETF
33739Q200
$10.19M
4 %

199,612

A
AAPL

APPLE INC

COMMON STOCK
037833100
$9.89M
4 %

80,964

X
XLY

CONSUMER DISCRETIONARY

ETF-EQUITY
81369Y407
$9.42M
4 %

56,063

V
VB

VANGUARD SMALL

ETF
922908751
$9.1M
4 %

42,488

L
LQD

ISHARES IBOXX

ETF-FIXED INCOME
464287242
$8.85M
4 %

68,053

C
CORP

PIMCO INVESTMENT

ETF
72201R817
$7.74M
3 %

69,442

D
DGRO

ISHARES CORE

ETF-EQUITY
46434V621
$7.44M
3 %

154,060

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