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Home > Institutional Investor > Capital Planning Llc > Profile

Instuitional Investor - Capital Planning Llc

Fund Profile
Filing Period:
Fund Name: Capital Planning Llc
Portfolio Value $318,277,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 68,786 $42,709,207 13.42%
2.
Microsoft Corp
 MSFT 55,459 $27,585,753 8.67%
3.
Schwab Strategic Trust
 FNDF 792,977 $23,162,852 7.28%
4.
Quanta Services Inc.
 PWR 59,959 $22,669,299 7.12%
5.
Ishares Core Dividend Growth Etf
 242,217 $15,487,351 4.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)