Capital Planning Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationroseville, CA
- CIK0001631941
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
137 | $647.52M | USFR, SPHQ, XMHQ, GLDM | 13F-HR | Jan 17, 2025 | 000117266125000259 | ||
139 | $662.35M | USFR, GLDM, SPHQ, XMHQ | 13F-HR | Nov 12, 2024 | 000117266124004558 | ||
136 | $584.40M | GOVT, USFR, SPHQ, XMHQ | 13F-HR | Aug 12, 2024 | 000117266124003236 | ||
142 | $569.42M | USFR, GOVT, XMHQ, GLDM | 13F-HR | May 15, 2024 | 000117266124002389 | ||
135 | $528.94M | USFR, GOVT, XMHQ, SPHQ | 13F-HR | Feb 12, 2024 | 000117266124000663 | ||
121 | $479.24M | USFR, IEF, XMHQ, GLDM | 13F-HR | Oct 30, 2023 | 000117266123003522 | ||
128 | $493.19M | IEF, USFR, GLDM, XMHQ | 13F-HR | Aug 1, 2023 | 000117266123002699 | ||
124 | $470.47M | USFR, GLDM, IEF, XMHQ | 13F-HR | May 15, 2023 | 000117266123002271 | ||
120 | $420.83M | USFR, SPHQ, IWF, XMLV | 13F-HR | Feb 10, 2023 | 000108514623000980 | ||
121 | $372.35M | USFR, IWF, XMLV, GLDM | 13F-HR | Nov 14, 2022 | 000108514622004059 | ||
132 | $377.78M | GLDM, XMLV, IWF, EELV | 13F-HR | Aug 10, 2022 | 000108514622002964 | ||
163 | $467.57M | IWF, KRE, GLDM, AAPL | 13F-HR | May 10, 2022 | 000108514622001939 | ||
159 | $525.15M | IWF, KRE, GLDM, ICF | 13F-HR | Feb 14, 2022 | 000108514622000989 | ||
145 | $482.07M | KRE, IWF, GLDM, SVAL | 13F-HR | Nov 9, 2021 | 000108514621003059 | ||
147 | $487.45M | KRE, IWF, GLDM, ARKG | 13F-HR | Aug 13, 2021 | 000108514621002424 | ||
130 | $446.04M | KRE, IWF, GLDM, ARKG | 13F-HR | Apr 30, 2021 | 000108514621001387 | ||
126 | $406.95M | KRE, IWF, GLDM, ARKG | 13F-HR | Feb 4, 2021 | 000108514621000445 | ||
122 | $364.90M | IWF, GLDM, KRE, AAPL | 13F-HR | Nov 12, 2020 | 000108514620002877 | ||
131 | $335.83M | IWF, GLDM, KRE, EMB | 13F-HR | Aug 6, 2020 | 000108514620002020 | ||
111 | $267.98M | IWF, GLDM, KRE, EMB | 13F-HR | May 11, 2020 | 000108514620001393 | ||
124 | $382.23M | IWF, GLDM, JPST, IJH | 13F-HR | Feb 3, 2020 | 000108514620000365 | ||
151 | $343.61M | IWF, GLDM, JPST, EEM | 13F-HR | Nov 5, 2019 | 000108514619002714 | ||
116 | $340.44M | IWF, IJH, EEM, JPST | 13F-HR | Aug 9, 2019 | 000108514619002175 | ||
119 | $327.51M | IWF, IJH, EEM, JPST | 13F-HR | May 14, 2019 | 000108514619001507 | ||
113 | $274.65M | IWF, IJH, USFR, JPST | 13F-HR | Feb 13, 2019 | 000108514619000660 | ||
115 | $312.94M | IJH, IWF, VEU, IJR | 13F-HR | Nov 14, 2018 | 000108514618002664 | ||
104 | $221.19M | VEU, IJH, IJR, VUG | 13F-HR | Aug 8, 2018 | 000108514618001910 | ||
117 | $281.69M | VEU, IJH, VUG, IJR | 13F-HR | May 15, 2018 | 000108514618001430 | ||
120 | $284.68M | VEU, IJH, VUG, IJR | 13F-HR | Feb 8, 2018 | 000108514618000425 | ||
122 | $255.23M | VUG, IJH, META, VEU | 13F-HR | Nov 9, 2017 | 000108514617002242 | ||
130 | $225.97M | VUG, META, IJH, VTV | 13F-HR | Aug 8, 2017 | 000108514617001675 | ||
133 | $202.59M | VUG, META, VTV, IJH | 13F-HR | May 12, 2017 | 000108514617001206 | ||
98 | $187.35M | META, VUG, VTV, IJH | 13F-HR | Feb 13, 2017 | 000108514617000555 | ||
96 | $187.38M | META, VUG, IWF, IJH | 13F-HR | Nov 8, 2016 | 000108514616004674 | ||
100 | $179.69M | META, VUG, IWF, JNJ | 13F-HR | Jul 21, 2016 | 000108514616004007 | ||
98 | $207.67M | QQQ, META, VUG, IWF | 13F-HR | May 4, 2016 | 000108514616003570 | ||
103 | $171.65M | META, VUG, IWF, IJH | 13F-HR | Jan 22, 2016 | 000108514616002645 | ||
102 | $152.29M | META, VUG, IJH, IWF | 13F-HR | Oct 20, 2015 | 000108514615002043 | ||
107 | $170.41M | META, VUG, HEDJ, DIA | 13F-HR | Jul 22, 2015 | 000108514615001482 | ||
103 | $143.47M | META, VUG, DIA, HEDJ | 13F-HR | May 11, 2015 | 000108514615001112 | ||
89 | $115.14M | META, VUG, DIA, XOM | 13F-HR | Feb 5, 2015 | 000108514615000259 |