Capital Planning LLC
Q2 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
79
- Value ($000)
$318,278
- Date Filed07/21/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | EXCHANGE TRADED FUND | 464287200 | $42.71M | 13 % | 68,786 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $27.59M | 9 % | 55,459 | ||
SCHG Schwab US Large-Cap Growth ETF | EXCHANGE TRADED FUND | 808524300 | $23.16M | 7 % | 792,977 | ||
PWR Quanta Services Inc | COMMON STOCK | 74762E102 | $22.67M | 7 % | 59,959 | ||
DGRO iShares Core Dividend Growth ETF | EXCHANGE TRADED FUND | 46434V621 | $15.49M | 5 % | 242,217 | ||
Vanguard Information Technology ETF | EXCHANGE TRADED FUND | 92204A702 | $11.48M | 4 % | 17,305 | ||
BA Boeing Co | COMMON STOCK | 097023105 | $11.15M | 4 % | 53,223 | ||
USMV iShares MSCI USA Min Vol Factor ETF | EXCHANGE TRADED FUND | 46429B697 | $10.88M | 3 % | 115,938 | ||
VB Vanguard Small-Cap ETF | EXCHANGE TRADED FUND | 922908751 | $10.38M | 3 % | 43,671 | ||
VV Vanguard Large-Cap ETF | EXCHANGE TRADED FUND | 922908637 | $10.15M | 3 % | 35,485 |
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