Instuitional Investor - Capital Planning Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 68,158 $45,618,222 13.29%
2. MSFT 55,062 $28,519,547 8.31%
3. FNDF 788,077 $25,147,521 7.33%
4. PWR 59,284 $24,568,475 7.16%
5.
Ishares Core Dividend Growth Etf
240,089 $16,345,290 4.76%