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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 $343,402,243
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 62,122 $46,522,251 13.55%
2.
Schwab Strategic Trust
 SCHD 828,430 $28,034,070 8.16%
3.
Microsoft Corp
 MSFT 54,067 $20,168,093 5.87%
4.
Ishares Core Dividend Growth Etf
 240,778 $18,248,569 5.31%
5.
Vanguard Large-Cap Etf
 40,666 $13,985,444 4.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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