Capasso Planning Partners LLC
Q1 2025 13F Holdings
- Locationcharleston, SC
- Num holdings
99
- Value ($000)
$238,904
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001911938
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $52.98M | 22 % | 94,713 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $17.51M | 7 % | 257,445 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $14.26M | 6 % | 280,480 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $11.25M | 5 % | 393,477 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $10.74M | 5 % | 136,990 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $10.72M | 5 % | 179,171 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $6.24M | 3 % | 103,644 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $6.23M | 3 % | 76,164 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $6.04M | 3 % | 73,026 | ||
AAPL APPLE INC | COM | 037833100 | $5.39M | 2 % | 24,282 |
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