Capital Planning LLC Purchases and Sells in Q1 2025

Capital Planning LLC

$337 Million
Q1 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	27.4K + 151.33%	$100.34 - $100.68 $2.75M - $2.76M	45.6K $4.59M
CGCP	72.4K + 223.62%	$21.94 - $22.64 $1.59M - $1.64M	105K $2.35M
JCPB	32.3K + 36.18%	$45.56 - $47.23 $1.47M - $1.52M	121K $5.71M
MGV	813 + 0.75%	$123.61 - $133.01 $100K - $108K	109K $14.1M
IEFA	4.89K + 31.0%	$69.57 - $78.65 $340K - $384K	20.6K $1.56M
SCHV	6.51K + 1.96%	$25.77 - $27.6 $168K - $180K	338K $8.99M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	40.9K New	$40.79 - $42.32 $1.67M - $1.73M	40.9K $1.72M
SCHE	18.6K New	$25.81 - $28.52 $479K - $529K	18.6K $511K
SCHF	25.7K New	$18.36 - $20.51 $471K - $526K	25.7K $507K
IUSV	4.07K New	$90.0 - $96.32 $367K - $392K	4.07K $375K
CORP	3.34K New	$93.89 - $97.32 $313K - $325K	3.34K $323K
GLD	750 New	$243.19 - $288.14 $182K - $216K	750 $216K

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-115K - 96.76%	$71.17 - $73.66 $8.2M - $8.49M	3.86K $283K
SCHG	-41.1K - 3.61%	$24.91 - $29.02 $1.02M - $1.19M	1.1M $27.5M
PWR	-20 - 0.03%	$236.71 - $358.03 $4.73K - $7.16K	60.5K $15.4M
IVV	-1.83K - 2.56%	$554.06 - $615.85 $1.02M - $1.13M	69.8K $39.2M
FCN	-10K - 83.35%	$160.54 - $198.75 $1.61M - $2M	2.01K $328K
VGT	-416 - 2.1%	$542.38 - $646.34 $226K - $269K	19.4K $10.5M

Activity Summary All Purchases 32 New Holdings 8 Increased Positions 24 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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