Capital Planning LLC
Q1 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
95
- Value ($000)
$357,597
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001790688
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | EXCHANGE TRADED FUND | 464287200 | $39.22M | 11 % | 69,791 | ||
SCHG Schwab US Large-Cap Growth ETF | EXCHANGE TRADED FUND | 808524300 | $27.48M | 8 % | 1,097,580 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $25.62M | 7 % | 68,260 | ||
DGRO iShares Core Dividend Growth ETF | EXCHANGE TRADED FUND | 46434V621 | $21.46M | 6 % | 347,400 | ||
PWR Quanta Services Inc | COMMON STOCK | 74762E102 | $15.39M | 4 % | 60,544 | ||
MGV Vanguard Mega Cap Value ETF | EXCHANGE TRADED FUND | 921910840 | $14.08M | 4 % | 109,285 | ||
VO Vanguard Mid-Cap ETF | EXCHANGE TRADED FUND | 922908629 | $12.23M | 3 % | 47,295 | ||
MGK Vanguard Mega Cap Growth ETF | EXCHANGE TRADED FUND | 921910816 | $11.00M | 3 % | 35,621 | ||
USMV iShares MSCI USA Min Vol Factor ETF | EXCHANGE TRADED FUND | 46429B697 | $10.98M | 3 % | 117,283 | ||
Vanguard Information Technology ETF | EXCHANGE TRADED FUND | 92204A702 | $10.50M | 3 % | 19,368 |
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