Instuitional Investor - Capasso Planning Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Capasso Planning Partners Llc |
| Portfolio Value | $182,554,730 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 55,703 | $37,984,677 | 20.81% | |
| 2. | Spdr Series Trust | 196,326 | $16,196,877 | 8.87% | |
| 3. | First Tr Exchng Traded Fd Vi | 363,625 | $12,457,793 | 6.82% | |
| 4. | Vanguard Tax-Managed Fds | 183,410 | $11,457,597 | 6.28% | |
| 5. | Spdr Series Trust | 389,389 | $11,229,991 | 6.15% |
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