Instuitional Investor - Capital Planning Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 69,791 $39,215,486 10.97%
2. FNDF 1,097,580 $27,483,394 7.69%
3. MSFT 68,260 $25,624,089 7.17%
4.
Ishares Core Dividend Growth Etf
347,400 $21,462,386 6%
5. PWR 60,544 $15,389,074 4.3%