Instuitional Investor - Capital Planning Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 67,613 $44,165,162 14.37%
2. SCHD 906,338 $26,401,634 8.59%
3. MSFT 53,905 $19,954,090 6.49%
4.
Ishares Core Dividend Growth Etf
258,299 $18,127,399 5.9%
5.
Vanguard Large-Cap Etf
40,713 $12,167,080 3.96%