Capasso Planning Partners LLC
Q2 2025 13F Holdings
- Locationcharleston, SC
- Num holdings
83
- Value ($000)
$176,807
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $46.21M | 26 % | 74,791 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $13.20M | 8 % | 176,268 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $11.97M | 7 % | 199,991 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.06M | 6 % | 176,445 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $9.55M | 5 % | 332,095 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | $6.17M | 4 % | 77,347 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $4.91M | 3 % | 59,263 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $4.90M | 3 % | 59,118 | ||
AAPL APPLE INC | COM | 037833100 | $4.51M | 3 % | 21,983 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $4.16M | 2 % | 60,641 |
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