Capital Financial Planning, LLC
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationalbany, NY
- CIK0001763608
- Alternate namesWealthOne, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
85 | $247.63M | VTV, VUG, AAPL, SMMD | 13F-HR | Oct 12, 2023 | 000195175723000560 | ||
110 | $272.56M | VTV, VUG, AAPL, SMMD | 13F-HR | Jul 24, 2023 | 000195175723000420 | ||
104 | $256.08M | VTV, VUG, AAPL, SMMD | 13F-HR | Apr 20, 2023 | 000195175723000201 | ||
117 | $246.56M | VTV, VUG, SMMD, LMBS | 13F-HR | Jan 24, 2023 | 000195175723000042 | ||
107 | $231.67M | VTV, VUG, LMBS, AAPL | 13F-HR | Oct 18, 2022 | 000176360822000004 | ||
121 | $244.46M | VTV, VUG, AAPL, LMBS | 13F-HR | Jul 18, 2022 | 000176360822000003 | ||
123 | $283.98M | VTV, VUG, AAPL, VO | 13F-HR | Apr 27, 2022 | 000176360822000002 | ||
113 | $289.69M | VUG, VTV, AAPL, VO | 13F-HR | Feb 11, 2022 | 000176360822000001 | ||
131 | $266.73M | VUG, VTV, VO, LMBS | 13F-HR | Nov 1, 2021 | 000176360821000005 | ||
125 | $255.80M | VUG, VTV, VO, AAPL | 13F-HR | Jul 26, 2021 | 000176360821000004 | ||
120 | $232.62M | VUG, VTV, VO, LMBS | 13F-HR | Apr 27, 2021 | 000176360821000002 | ||
108 | $207.26M | VUG, VTV, VO, LMBS | 13F-HR | Feb 8, 2021 | 000176360821000001 | ||
103 | $177.50M | VUG, VTV, LMBS, VO | 13F-HR | Nov 9, 2020 | 000176360820000004 | ||
96 | $162.92M | VUG, VTV, LMBS, VO | 13F-HR | Aug 6, 2020 | 000176360820000003 | ||
87 | $130.50M | VTV, VUG, LMBS, LQD | 13F-HR | Apr 16, 2020 | 000176360820000002 | ||
87 | $160.62M | VTV, VUG, VO, LMBS | 13F-HR | Jan 31, 2020 | 000176360820000001 | ||
88 | $139.78M | VTV, VUG, VO, LQD | 13F-HR | Nov 14, 2019 | 000176360819000004 | ||
95 | $141.37M | VTV, VUG, VO, LQD | 13F-HR | Aug 8, 2019 | 000176360819000003 | ||
85 | $88.55M | VTV, VUG, VB, HDV | 13F-HR | May 16, 2019 | 000176360819000002 | ||
757 | $114.20M | VTV, VUG, LQD, VO | 13F-HR | Feb 15, 2019 | 000176360819000001 |