Instuitional Investor - Capital Planning Advisors, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 842,318 | $53,975,737 | 7.8% | |
| 2. | World Gold Tr | 442,711 | $41,034,883 | 5.93% | |
| 3. | Wisdomtree Tr | 807,604 | $40,654,806 | 5.88% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 471,250 | $32,869,688 | 4.75% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 413,627 | $31,100,614 | 4.5% |
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