Instuitional Investor - Capital Planning Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Capital Planning Advisors, Llc |
| Portfolio Value | $528,937,723 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 847,999 | $42,603,470 | 8.05% | |
| 2. | Ishares Tr | 1,490,263 | $34,335,660 | 6.49% | |
| 3. | Invesco Exchange Traded Fd T | 310,112 | $27,510,036 | 5.2% | |
| 4. | Invesco Exchange Traded Fd T | 474,886 | $25,681,835 | 4.85% | |
| 5. | World Gold Tr | 619,957 | $25,362,441 | 4.79% |
