Instuitional Investor - Capital Planning Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Capital Planning Advisors, Llc |
| Portfolio Value | $681,848,550 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 915,074 | $46,037,353 | 6.75% | |
| 2. | Vanguard Tax-Managed Fds | 763,393 | $43,521,035 | 6.38% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 507,230 | $36,145,210 | 5.3% | |
| 4. | World Gold Tr | 550,270 | $36,053,690 | 5.29% | |
| 5. | IEF | 64,815 | $27,519,223 | 4.04% |
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