Capital Planning LLC
Q4 2024 13F Holdings
- Locationbellevue, WA
- Num holdings
90
- Value ($000)
$381,292
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001790688
- 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 |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | EXCHANGE TRADED FUND | 464287200 | $42.16M | 11 % | 71,623 | ||
SCHG Schwab US Large-Cap Growth ETF | EXCHANGE TRADED FUND | 808524300 | $31.73M | 8 % | 1,138,646 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $27.52M | 7 % | 65,297 | ||
DGRO iShares Core Dividend Growth ETF | EXCHANGE TRADED FUND | 46434V621 | $21.40M | 6 % | 348,827 | ||
PWR Quanta Services Inc | COMMON STOCK | 74762E102 | $19.14M | 5 % | 60,564 | ||
MGV Vanguard Mega Cap Value ETF | EXCHANGE TRADED FUND | 921910840 | $13.55M | 4 % | 108,472 | ||
VO Vanguard Mid-Cap ETF | EXCHANGE TRADED FUND | 922908629 | $12.89M | 3 % | 48,795 | ||
MGK Vanguard Mega Cap Growth ETF | EXCHANGE TRADED FUND | 921910816 | $12.37M | 3 % | 36,032 | ||
Vanguard Information Technology ETF | EXCHANGE TRADED FUND | 92204A702 | $12.30M | 3 % | 19,784 | ||
BA Boeing Co | COMMON STOCK | 097023105 | $10.87M | 3 % | 61,416 |
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