Instuitional Investor - Capital Planning Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Capital Planning Advisors, Llc |
| Portfolio Value | $728,160,599 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 807,888 | $48,408,649 | 6.65% | |
| 2. | World Gold Tr | 547,323 | $41,842,843 | 5.75% | |
| 3. | Wisdomtree Tr | 798,102 | $40,120,599 | 5.51% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 475,978 | $34,884,428 | 4.79% | |
| 5. | IEF | 64,050 | $30,001,738 | 4.12% |
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