Capasso Planning Partners LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Charleston, SC
CIK
0001911938
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 111 241,427 SPY, SPTM, VEA, SLYV 13F-HR 4/23/2024 000194104024000204
Q4 2023 100 214,276 SPY, SPTM, VEA, SLYV 13F-HR 1/26/2024 000194104024000044
Q3 2023 97 186,880 SPY, SPTM, VEA, SLYV 13F-HR 10/25/2023 000194104023000303
Q2 2023 99 185,936 SPY, VEA, SPTM, SLYV 13F-HR 8/10/2023 000194104023000212
Q1 2023 97 170,441 SPY, VEA, SPTM, SLYV 13F-HR 5/1/2023 000194104023000119
Q4 2022 102 156,927 SPY, VEA, SPTM, SLYV 13F-HR 1/20/2023 000194104023000020
Q3 2022 90 143,304 SPY, SPTM, VEA, SLYV 13F-HR 11/9/2022 000191193822000010
Q2 2022 88 140,960 VEA, SPTM, SPY, VCSH 13F-HR 8/11/2022 000191193822000008
Q1 2022 90 141,724 VEA, SPTM, SLYV, VCSH 13F-HR 5/9/2022 000191193822000004
Q4 2021 83 136,926 VEA, SPTM, SLYV, VCSH 13F-HR 2/17/2022 000191193822000002