Capital Planning LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$381M
Signature - Title
Michael D. Miller - Chief Compliance Officer
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Capital Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capital Planning LLC reported 90 stock holdings with total value $381M as of Q4 2024. Top holdings included IVV, SCHG, MSFT, DGRO, and PWR.
Holdings Value