Capital Planning Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Roseville, CA
CIK
0001631941
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 135 528,937 USFR, GOVT, XMHQ, SPHQ 13F-HR 2/12/2024 000117266124000663
Q3 2023 121 479,235 USFR, IEF, XMHQ, GLDM 13F-HR 10/30/2023 000117266123003522
Q2 2023 128 493,191 IEF, USFR, GLDM, XMHQ 13F-HR 8/1/2023 000117266123002699
Q1 2023 124 470,468 USFR, GLDM, IEF, XMHQ 13F-HR 5/15/2023 000117266123002271
Q4 2022 120 420,825 USFR, SPHQ, IWF, XMLV 13F-HR 2/9/2023 000108514623000980
Q3 2022 121 372,346 USFR, IWF, XMLV, GLDM 13F-HR 11/14/2022 000108514622004059
Q2 2022 132 377,776 GLDM, XMLV, IWF, EELV 13F-HR 8/10/2022 000108514622002964
Q1 2022 163 467,574 IWF, KOMP, GLDM, AAPL 13F-HR 5/10/2022 000108514622001939
Q4 2021 159 525,151 IWF, KOMP, GLDM, ICF 13F-HR 2/14/2022 000108514622000989
Q3 2021 145 482,069 KOMP, IWF, GLDM, SVAL 13F-HR 11/8/2021 000108514621003059
Q2 2021 147 487,454 KOMP, IWF, GLDM, ARKG 13F-HR 8/13/2021 000108514621002424
Q1 2021 130 446,042 KOMP, IWF, GLDM, ARKG 13F-HR 4/30/2021 000108514621001387
Q4 2020 126 406,949 KOMP, IWF, GLDM, ARKG 13F-HR 2/4/2021 000108514621000445
Q3 2020 122 364,899 IWF, GLDM, KOMP, AAPL 13F-HR 11/12/2020 000108514620002877
Q2 2020 131 335,833 IWF, GLDM, KOMP, KLDW 13F-HR 8/6/2020 000108514620002020
Q1 2020 111 267,984 IWF, GLDM, KOMP, EMB 13F-HR 5/11/2020 000108514620001393
Q4 2019 124 382,226 IWF, GLDM, JPST, IJH 13F-HR 2/3/2020 000108514620000365
Q3 2019 151 343,614 IWF, GLDM, JPST, EEM 13F-HR 11/5/2019 000108514619002714
Q2 2019 116 340,441 IWF, IJH, EEM, JPST 13F-HR 8/9/2019 000108514619002175
Q1 2019 119 327,512 IWF, IJH, EEM, JPST 13F-HR 5/14/2019 000108514619001507
Q4 2018 113 274,650 IWF, IJH, USFR, JPST 13F-HR 2/13/2019 000108514619000660
Q3 2018 115 312,938 IJH, IWF, VEU, IJR 13F-HR 11/14/2018 000108514618002664
Q2 2018 104 221,194 VEU, IJH, IJR, VUG 13F-HR 8/8/2018 000108514618001910
Q1 2018 117 281,688 VEU, IJH, VUG, IJR 13F-HR 5/15/2018 000108514618001430
Q4 2017 120 284,676 VEU, IJH, VUG, IJR 13F-HR 2/8/2018 000108514618000425
Q3 2017 122 255,234 VUG, IJH, META, VEU 13F-HR 11/9/2017 000108514617002242
Q2 2017 130 225,974 VUG, META, IJH, VTV 13F-HR 8/8/2017 000108514617001675
Q1 2017 133 202,587 VUG, META, VTV, IJH 13F-HR 5/12/2017 000108514617001206
Q4 2016 98 187,348 META, VUG, VTV, IJH 13F-HR 2/13/2017 000108514617000555
Q3 2016 96 187,376 META, VUG, IWF, IJH 13F-HR 11/8/2016 000108514616004674
Q2 2016 100 179,688 META, VUG, IWF, JNJ 13F-HR 7/21/2016 000108514616004007
Q1 2016 98 207,670 QQQ, META, VUG, IWF 13F-HR 5/4/2016 000108514616003570
Q4 2015 103 171,652 META, VUG, IWF, IJH 13F-HR 1/22/2016 000108514616002645
Q3 2015 102 152,288 META, VUG, IJH, IWF 13F-HR 10/20/2015 000108514615002043
Q2 2015 107 170,410 META, VUG, HEDJ, DIA 13F-HR 7/22/2015 000108514615001482
Q1 2015 103 143,474 META, VUG, DIA, HEDJ 13F-HR 5/11/2015 000108514615001112
Q4 2014 89 115,142 META, VUG, DIA, XOM 13F-HR 2/5/2015 000108514615000259