Capital Planning LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Bellevue, WA
CIK
0001790688
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 74 281,172 IVV, SCHG, MSFT, DGRO 13F-HR 1/22/2024 000179068824000001
Q3 2023 72 253,708 IVV, SCHG, MSFT, DGRO 13F-HR 10/23/2023 000179068823000005
Q2 2023 71 256,439 IVV, MSFT, SCHG, DGRO 13F-HR 7/14/2023 000179068823000004
Q1 2023 70 241,875 IVV, MSFT, SCHG, DGRO 13F-HR 4/28/2023 000179068823000003
Q4 2022 76 224,998 IVV, MSFT, SCHG, DGRO 13F-HR 1/26/2023 000179068823000001
Q3 2022 63 176,511 IVV, MSFT, SCHG, DGRO 13F-HR 11/7/2022 000179068822000006
Q2 2022 62 185,324 MSFT, IVV, SCHG, DGRO 13F-HR 7/21/2022 000179068822000004
Q1 2022 60 256,715 MSFT, IVV, SCHG, BA 13F-HR 4/22/2022 000179068822000003
Q4 2021 71 270,125 IVV, MSFT, SCHG, DGRO 13F-HR 1/31/2022 000179068822000001
Q3 2021 70 244,969 IVV, MSFT, SCHG, BA 13F-HR 10/18/2021 000179068821000005
Q2 2021 67 235,287 IVV, SCHG, MSFT, BA 13F-HR 7/21/2021 000179068821000004
Q1 2021 60 226,782 IVV, BA, MSFT, SCHG 13F-HR 4/21/2021 000179068821000003
Q4 2020 66 213,592 IVV, MSFT, SCHG, BA 13F-HR 2/16/2021 000179068821000002