Instuitional Investor - Capasso Planning Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Capasso Planning Partners Llc |
| Portfolio Value | $163,065,636 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 57,734 | $38,461,425 | 23.59% | |
| 2. | Spdr Series Trust | 181,979 | $14,676,618 | 9% | |
| 3. | Spdr Series Trust | 352,694 | $10,192,851 | 6.25% | |
| 4. | Vanguard Tax-Managed Fds | 169,852 | $10,177,526 | 6.24% | |
| 5. | First Tr Exchange-Traded Fd | 156,115 | $9,352,868 | 5.74% |
Hedge Fund Resource Center 
