Instuitional Investor - Capasso Planning Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Capasso Planning Partners Llc |
| Portfolio Value | $238,904,126 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 94,713 | $52,981,759 | 22.18% | |
| 2. | Spdr Series Trust | 257,445 | $17,508,834 | 7.33% | |
| 3. | Vanguard Tax-Managed Fds | 280,480 | $14,256,808 | 5.97% | |
| 4. | Spdr Series Trust | 393,477 | $11,245,583 | 4.71% | |
| 5. | Spdr Series Trust | 136,990 | $10,740,020 | 4.5% |
