Capasso Planning Partners LLC

Q4 2024 13F Holdings

  • Location
    charleston, SC
  • Num holdings

    100

  • Value ($000)

    $250,221

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001911938
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$65.83M
26 %

112,328

---

SPDR SER TR

PORTFOLI S&P1500
78464A805
$18.55M
7 %

259,641

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$13.41M
5 %

280,365

---

SPDR SER TR

S&P 600 SMCP VAL
78464A300
$11.88M
5 %

136,209

---

SPDR SER TR

PORTFLI INTRMDIT
78464A672
$10.40M
4 %

373,084

AAPL
AAPL

APPLE INC

COM
037833100
$6.51M
3 %

25,992

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$6.00M
2 %

101,995

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$5.97M
2 %

74,395

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$5.47M
2 %

66,759

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$4.31M
2 %

55,220

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