Instuitional Investor - Capital & Planning, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 41,705 $20,744,315 14.09%
2. AMZN 74,458 $16,335,395 11.09%
3. V 42,625 $15,134,017 10.28%
4. GOOGL 73,781 $13,002,373 8.83%
5. SO 139,178 $12,780,786 8.68%