Capital Planning Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationbellevue, WA
- CIK0001790688
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
79 | $343.29 M | IVV, MSFT, SCHG, PWR | 13F-HR | Oct 22, 2025 | 000179068825000008 | ||
79 | $318.28 M | IVV, MSFT, SCHG, PWR | 13F-HR | Jul 21, 2025 | 000179068825000006 | ||
95 | $357.60 M | IVV, SCHG, MSFT, DGRO | 13F-HR | Apr 29, 2025 | 000179068825000005 | ||
90 | $381.29 M | IVV, SCHG, MSFT, DGRO | 13F-HR | Jan 14, 2025 | 000179068825000001 | ||
87 | $356.75 M | IVV, SCHG, MSFT, DGRO | 13F-HR | Oct 16, 2024 | 000179068824000006 | ||
80 | $333.79 M | IVV, SCHG, MSFT, DGRO | 13F-HR | Jul 12, 2024 | 000179068824000004 | ||
81 | $306.56 M | IVV, SCHG, MSFT, DGRO | 13F-HR | Apr 12, 2024 | 000179068824000003 | ||
74 | $281.17 M | IVV, SCHG, MSFT, DGRO | 13F-HR | Jan 23, 2024 | 000179068824000001 | ||
72 | $253.71 M | IVV, SCHG, MSFT, DGRO | 13F-HR | Oct 23, 2023 | 000179068823000005 | ||
71 | $256.44 M | IVV, MSFT, SCHG, DGRO | 13F-HR | Jul 14, 2023 | 000179068823000004 | ||
70 | $241.88 M | IVV, MSFT, SCHG, DGRO | 13F-HR | Apr 28, 2023 | 000179068823000003 | ||
76 | $225.00 M | IVV, MSFT, SCHG, DGRO | 13F-HR | Jan 27, 2023 | 000179068823000001 | ||
63 | $176.51 M | IVV, MSFT, SCHG, DGRO | 13F-HR | Nov 7, 2022 | 000179068822000006 | ||
62 | $185.32 M | MSFT, IVV, SCHG, DGRO | 13F-HR | Jul 22, 2022 | 000179068822000004 | ||
60 | $256.71 M | MSFT, IVV, SCHG, BA | 13F-HR | Apr 22, 2022 | 000179068822000003 | ||
71 | $270.13 M | IVV, MSFT, SCHG, DGRO | 13F-HR | Jan 31, 2022 | 000179068822000001 | ||
70 | $244.97 M | IVV, MSFT, SCHG, BA | 13F-HR | Oct 19, 2021 | 000179068821000005 | ||
67 | $235.29 M | IVV, SCHG, MSFT, BA | 13F-HR | Jul 21, 2021 | 000179068821000004 | ||
60 | $226.78 M | IVV, BA, MSFT, SCHG | 13F-HR | Apr 22, 2021 | 000179068821000003 | ||
66 | $213.59 M | IVV, MSFT, SCHG, BA | 13F-HR | Feb 16, 2021 | 000179068821000002 |