Instuitional Investor - Capital Planning Advisors, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
1,023,598 $51,517,697 7.95%
2.
World Gold Tr
638,983 $39,546,658 6.1%
3.
Invesco Exchange Traded Fd T - S&P500 QUALITY
533,150 $35,369,171 5.46%
4.
Invesco Exchange Traded Fd T - S&P MDCP QUALITY
365,770 $33,478,928 5.17%
5. IEF 68,401 $24,698,849 3.81%