Capital Planning LLC Incresed Positions in Q4 2024

Capital Planning LLC

  • $362 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.1K
+ 811.51%
$100.16 - $100.7 $1.62M - $1.63M
18.1K $1.82M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
37.1K
+ 122.15%
$44.87 - $46.86 $1.67M - $1.74M
67.6K $3.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
848K
+ 292.26%
$25.93 - $105.3 $22M - $89.3M
1.14M $31.7M
AAPL
Apple Inc.

Technology
2.65K
+ 10.74%
$221.69 - $259.02 $587K - $686K
27.3K $6.84M
VTI
Vanguard Total Stock Market Et

ETFs
3.39K
+ 163.2%
$280.04 - $302.45 $950K - $1.03M
5.47K $1.59M
MGK
Vanguard Mega Cap Growth ETF

ETFs
465
+ 1.31%
$316.94 - $357.88 $147K - $166K
36K $12.4M
VUG
Vanguard Growth ETF

ETFs
1.22K
+ 8.01%
$378.79 - $428.11 $463K - $524K
16.5K $6.77M
IVV
Ishares Core S&P 500 ETF

ETFs
80
+ 0.11%
$570.51 - $610.59 $45.6K - $48.8K
71.6K $42.2M
COST
Costco Wholesale Corp

Consumer Defensive
837
+ 28.67%
$873.59 - $994.69 $731K - $833K
3.76K $3.44M
MSFT
Microsoft Corp

Technology
2.97K
+ 4.76%
$406.35 - $454.46 $1.2M - $1.35M
65.3K $27.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2K
+ 9.64%
$170.03 - $192.78 $340K - $385K
22.7K $4.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.64K
+ 72.12%
$180.88 - $232.93 $296K - $381K
3.9K $856K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
835
+ 49.35%
$442.29 - $483.08 $369K - $403K
2.53K $1.15M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
80.2K
+ 238.92%
$27.54 - $83.04 $2.21M - $6.66M
114K $3.15M
AVGO
Broadcom Inc.

Technology
554
+ 15.29%
$159.67 - $250.0 $88.5K - $139K
4.18K $968K
VIG
Vanguard Dividend Appreciation

ETFs
1.69K
+ 9.94%
N/A
18.7K $3.41M
GOOGL
Alphabet Inc.

Communication Services
1.12K
+ 34.28%
$161.86 - $196.66 $181K - $220K
4.38K $829K
SBUX
Starbucks Corp

Consumer Cyclical
3.48K
+ 40.71%
$87.44 - $102.5 $305K - $357K
12K $1.1M
XLK
Technology Sector Spdr

ETFs
108
+ 0.35%
$220.26 - $241.44 $23.8K - $26.1K
30.9K $7.19M
NVDA
Nvidia Corp

Technology
1.1K
+ 16.89%
$117.0 - $148.88 $129K - $164K
7.6K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
229
+ 4.96%
$481.22 - $538.17 $110K - $123K
4.84K $2.48M
HD
Home Depot, Inc.

Consumer Cyclical
563
+ 110.18%
$385.02 - $431.37 $217K - $243K
1.07K $417K
VB
Vanguard Small Cap ETF

ETFs
211
+ 0.47%
$233.76 - $261.58 $49.3K - $55.2K
44.9K $10.8M
MGV
Vanguard Mega Cap Value

ETFs
4.24K
+ 4.07%
$124.06 - $133.48 $526K - $566K
108K $13.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.94K
+ 7.31%
$113.92 - $127.38 $221K - $247K
28.5K $3.28M
VO
Vanguard Mid Cap ETF

ETFs
563
+ 1.17%
$261.5 - $284.63 $147K - $160K
48.8K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
276
+ 13.26%
$205.18 - $250.29 $56.6K - $69.1K
2.36K $564K
V
Visa Inc.

Financial Services
166
+ 21.2%
$273.87 - $320.91 $45.5K - $53.3K
949 $299K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.36K
+ 16.27%
$57.53 - $60.83 $78.2K - $82.7K
9.72K $559K
CVX
Chevron Corp

Energy
222
+ 15.25%
$141.15 - $162.53 $31.3K - $36.1K
1.68K $243K
PCAR
Paccar Inc

Industrials
60
+ 1.43%
$97.92 - $118.41 $5.88K - $7.1K
4.24K $441K
PM
Philip Morris International Inc.

Consumer Defensive
173
+ 7.09%
$118.38 - $133.06 $20.5K - $23K
2.61K $314K
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.8K
+ 200.08%
$22.4 - $68.28 $466K - $1.42M
31.2K $722K
SYK
Stryker Corp

Healthcare
29
+ 3.57%
$345.14 - $392.15 $10K - $11.4K
841 $302K
UNH
Unitedhealth Group Inc

Healthcare
79
+ 19.17%
$485.52 - $625.25 $38.4K - $49.4K
491 $248K
ABT
Abbott Laboratories

Healthcare
100
+ 1.17%
$111.93 - $119.39 $11.2K - $11.9K
8.67K $981K
JNJ
Johnson & Johnson

Healthcare
183
+ 13.61%
$143.34 - $165.86 $26.2K - $30.4K
1.53K $220K
LLY
Eli Lilly & CO

Healthcare
65
+ 15.63%
$727.2 - $932.06 $47.3K - $60.6K
481 $371K
CGMU
Capital Group Core Plus Income
8.14K
+ 4.17%
N/A
203K $0
Tcw Compounders ETF
11.3K
+ 5.31%
N/A
223K $0
CGGO
Capital Group Global Growth Eq

ETFs
44
+ 0.28%
$29.21 - $30.67 $1.29K - $1.35K
15.7K $457K
GD
General Dynamics Corp

Industrials
137
+ 9.78%
$260.28 - $314.03 $35.7K - $43K
1.54K $405K
WM
Waste Management Inc

Industrials
37
+ 0.64%
$201.79 - $228.46 $7.47K - $8.45K
5.84K $1.18M
KMB
Kimberly Clark Corp

Consumer Defensive
29
+ 1.04%
$130.37 - $146.09 $3.78K - $4.24K
2.82K $369K
ORCL
Oracle Corp

Technology
81
+ 0.52%
$165.41 - $192.43 $13.4K - $15.6K
15.7K $2.62M
ABBV
Abb Vie Inc.

Healthcare
105
+ 1.71%
$164.99 - $203.87 $17.3K - $21.4K
6.24K $1.11M
IEFA
Ishares Tr

ETFs
1
+ 0.01%
$70.06 - $77.43 $70.1 - $77.4
15.8K $1.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
223K
+ 203.7%
$25.79 - $80.4 $5.74M - $17.9M
332K $8.65M
DGRO
Ishares Core Dividend Growth E

ETFs
4.53K
+ 1.31%
$60.73 - $64.94 $275K - $294K
349K $21.4M
Activity Summary
Buys All Purchases 64 New Holdings 12 Increased Positions 52 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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