Instuitional Investor - Capital Planning Advisors, Llc
13F Holdings
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% |