Instuitional Investor - Capasso Planning Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Capasso Planning Partners Llc |
| Portfolio Value | $176,806,582 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 74,791 | $46,209,590 | 26.14% | |
| 2. | Spdr Series Trust | 176,268 | $13,200,700 | 7.47% | |
| 3. | First Tr Exchange-Traded Fd | 199,991 | $11,973,445 | 6.77% | |
| 4. | Vanguard Tax-Managed Fds | 176,445 | $10,059,113 | 5.69% | |
| 5. | Spdr Series Trust | 332,095 | $9,554,383 | 5.4% |
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