Capital Planning LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbellevue, WA
- CIK0001790688
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
90 | $381.29M | IVV, SCHG, MSFT, DGRO | 13F-HR | Jan 14, 2025 | 000179068825000001 | ||
87 | $356.75M | IVV, SCHG, MSFT, DGRO | 13F-HR | Oct 16, 2024 | 000179068824000006 | ||
80 | $333.79M | IVV, SCHG, MSFT, DGRO | 13F-HR | Jul 12, 2024 | 000179068824000004 | ||
81 | $306.56M | IVV, SCHG, MSFT, DGRO | 13F-HR | Apr 12, 2024 | 000179068824000003 | ||
74 | $281.17M | IVV, SCHG, MSFT, DGRO | 13F-HR | Jan 23, 2024 | 000179068824000001 | ||
72 | $253.71M | IVV, SCHG, MSFT, DGRO | 13F-HR | Oct 23, 2023 | 000179068823000005 | ||
71 | $256.44M | IVV, MSFT, SCHG, DGRO | 13F-HR | Jul 14, 2023 | 000179068823000004 | ||
70 | $241.88M | IVV, MSFT, SCHG, DGRO | 13F-HR | Apr 28, 2023 | 000179068823000003 | ||
76 | $225.00M | IVV, MSFT, SCHG, DGRO | 13F-HR | Jan 27, 2023 | 000179068823000001 | ||
63 | $176.51M | IVV, MSFT, SCHG, DGRO | 13F-HR | Nov 7, 2022 | 000179068822000006 | ||
62 | $185.32M | MSFT, IVV, SCHG, DGRO | 13F-HR | Jul 22, 2022 | 000179068822000004 | ||
60 | $256.71M | MSFT, IVV, SCHG, BA | 13F-HR | Apr 22, 2022 | 000179068822000003 | ||
71 | $270.13M | IVV, MSFT, SCHG, DGRO | 13F-HR | Jan 31, 2022 | 000179068822000001 | ||
70 | $244.97M | IVV, MSFT, SCHG, BA | 13F-HR | Oct 19, 2021 | 000179068821000005 | ||
67 | $235.29M | IVV, SCHG, MSFT, BA | 13F-HR | Jul 21, 2021 | 000179068821000004 | ||
60 | $226.78M | IVV, BA, MSFT, SCHG | 13F-HR | Apr 22, 2021 | 000179068821000003 | ||
66 | $213.59M | IVV, MSFT, SCHG, BA | 13F-HR | Feb 16, 2021 | 000179068821000002 |