Capital Planning LLC Incresed Positions in Q1 2025

Capital Planning LLC

  • $337 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27.4K
+ 151.33%
$100.34 - $100.68 $2.75M - $2.76M
45.6K $4.59M
CGCP
Capital Group Core Plus Income

ETFs
72.4K
+ 223.62%
$21.94 - $22.64 $1.59M - $1.64M
105K $2.35M
JCPB
J P Morgan Exchange Traded Fd

ETFs
32.3K
+ 36.18%
$45.56 - $47.23 $1.47M - $1.52M
121K $5.71M
MGV
Vanguard Mega Cap Value

ETFs
813
+ 0.75%
$123.61 - $133.01 $100K - $108K
109K $14.1M
IEFA
Ishares Tr

ETFs
4.89K
+ 31.0%
$69.57 - $78.65 $340K - $384K
20.6K $1.56M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.51K
+ 1.96%
$25.77 - $27.6 $168K - $180K
338K $8.99M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.37K
+ 7.09%
$89.27 - $92.9 $212K - $221K
35.9K $3.32M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.77K
+ 7.06%
$44.41 - $45.98 $212K - $219K
72.3K $3.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.47K
+ 45.96%
$56.17 - $59.71 $251K - $267K
14.2K $810K
BNDX
Vanguard Total International B

ETFs
3.81K
+ 90.86%
$48.33 - $49.5 $184K - $188K
8K $390K
SCHO
Schwab Short Term Us Treasury

ETFs
5.12K
+ 47.39%
$24.1 - $24.34 $123K - $125K
15.9K $387K
V
Visa Inc.

Financial Services
238
+ 25.08%
$306.92 - $362.71 $73K - $86.3K
1.19K $415K
VIG
Vanguard Dividend Appreciation

ETFs
594
+ 3.17%
N/A
19.3K $3.52M
CGMU
Capital Group Core Plus Income
25.5K
+ 12.52%
N/A
229K $0
Capital Group Core Bond ETF
8.39K
+ 7.14%
N/A
126K $0
CGMS
Capital Grp Core Plus Income E
7.69K
+ 6.82%
N/A
121K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.26K
+ 2.86%
$25.58 - $29.24 $83.3K - $95.3K
117K $3.07M
NVDA
Nvidia Corp

Technology
47
+ 0.62%
$106.98 - $149.43 $5.03K - $7.02K
7.65K $829K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
234
+ 0.82%
$102.49 - $119.96 $24K - $28.1K
28.7K $3.01M
VV
Vanguard Large Cap ETF

ETFs
201
+ 0.57%
$253.32 - $282.66 $50.9K - $56.8K
35.2K $9.04M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
291
+ 1.28%
$161.27 - $192.3 $46.9K - $56K
23K $3.71M
VUG
Vanguard Growth ETF

ETFs
75
+ 0.45%
$369.1 - $427.61 $27.7K - $32.1K
16.6K $6.14M
MSFT
Microsoft Corp

Technology
2.96K
+ 4.54%
$375.39 - $447.2 $1.11M - $1.33M
68.3K $25.6M
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Planning LLC Portfolio

Follow Capital Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email