Instuitional Investor - Capital & Planning, Llc

Fund Profile
Filing Period:
Fund Name: Capital & Planning, Llc
Portfolio Value $134,669,302
Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 41,774 $15,681,573 11.64%
2. V 42,468 $14,883,451 11.05%
3. AMZN 74,044 $14,087,635 10.46%
4. SO 136,996 $12,596,847 9.35%
5. GOOGL 73,238 $11,325,593 8.41%