Capital Planning Advisors, LLC
Q4 2024 13F Holdings
- Locationroseville, CA
- Num holdings
137
- Value ($000)
$647,518
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001631941
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $47.04M | 7 % | 934,830 | ||
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $35.30M | 6 % | 526,580 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $34.12M | 5 % | 346,527 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $33.75M | 5 % | 649,170 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $28.23M | 4 % | 70,295 | ||
AAPL APPLE INC | COM | 037833100 | $24.89M | 4 % | 99,403 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $23.13M | 4 % | 1,006,363 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $21.53M | 3 % | 420,185 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.24M | 3 % | 48,014 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $19.94M | 3 % | 416,986 |
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