Instuitional Investor - Capasso Planning Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Capasso Planning Partners Llc |
| Portfolio Value | $214,276,913 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 101,448 | $48,219,333 | 22.5% | |
| 2. | Spdr Series Trust | 299,041 | $17,478,929 | 8.15% | |
| 3. | Vanguard Tax-Managed Fds | 258,577 | $12,385,853 | 5.78% | |
| 4. | Spdr Series Trust | 141,880 | $11,820,062 | 5.51% | |
| 5. | Spdr Series Trust | 296,284 | $8,461,885 | 3.94% |
