Notify me when Capital Planning LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 79 | $343,285,163 | +$8,315,091 | -$5,102,785 | +$3,212,306 | IVV, MSFT, SCHG, PWR, DGRO | 13F-HR | 22 Oct 2025, 15:05 |
| Q2 2025 | 79 | $318,277,623 | +$4,175,770 | -$88,196,242 | -$84,020,472 | IVV, MSFT, SCHG, PWR, DGRO | 13F-HR | 21 Jul 2025, 13:06 |
| Q1 2025 | 95 | $357,596,791 | +$14,382,671 | -$18,552,386 | -$4,169,715 | IVV, SCHG, MSFT, DGRO, PWR | 13F-HR | 29 Apr 2025, 13:52 |
| Q4 2024 | 90 | $381,291,757 | +$65,991,934 | -$13,402,445 | +$52,589,489 | IVV, SCHG, MSFT, DGRO, PWR | 13F-HR | 14 Jan 2025, 18:00 |
| Q3 2024 | 87 | $356,745,679 | +$11,526,596 | -$3,950,720 | +$7,575,876 | IVV, SCHG, MSFT, DGRO, PWR | 13F-HR | 16 Oct 2024, 12:41 |
| Q2 2024 | 80 | $333,792,790 | +$24,393,961 | -$5,372,447 | +$19,021,514 | IVV, SCHG, MSFT, DGRO, PWR | 13F-HR | 11 Jul 2024, 19:10 |
| Q1 2024 | 81 | $306,557,092 | +$17,535,084 | -$11,000,183 | +$6,534,901 | IVV, SCHG, MSFT, DGRO, PWR | 13F-HR | 12 Apr 2024, 16:40 |
| Q4 2023 | 74 | $281,172,896 | +$20,201,237 | -$24,218,848 | -$4,017,611 | IVV, SCHG, MSFT, DGRO, BA | 13F-HR | 22 Jan 2024, 19:39 |
| Q3 2023 | 72 | $253,708,315 | +$13,411,138 | -$4,814,868 | +$8,596,270 | IVV, SCHG, MSFT, DGRO, PWR | 13F-HR | 20 Oct 2023, 18:56 |
| Q2 2023 | 71 | $256,439,786 | +$12,027,677 | -$14,968,346 | -$2,940,669 | IVV, MSFT, SCHG, DGRO, PWR | 13F-HR | 14 Jul 2023, 14:37 |
| Q1 2023 | 70 | $241,875,253 | +$15,207,521 | -$15,098,741 | +$108,780 | IVV, MSFT, SCHG, DGRO, PWR | 13F-HR | 28 Apr 2023, 14:52 |
| Q4 2022 | 76 | $224,998,409 | +$47,921,173 | -$15,123,392 | +$32,797,781 | IVV, MSFT, SCHG, DGRO, PWR | 13F-HR | 26 Jan 2023, 19:02 |
| Q3 2022 | 63 | $176,511,000 | +$14,155,355 | -$12,634,751 | +$1,520,604 | IVV, MSFT, SCHG, DGRO, PWR | 13F-HR | 07 Nov 2022, 15:30 |
| Q2 2022 | 62 | $185,324,000 | +$13,047,561 | -$47,744,395 | -$34,696,834 | MSFT, IVV, SCHG, DGRO, BA | 13F-HR | 21 Jul 2022, 17:35 |
| Q1 2022 | 60 | $256,715,000 | +$31,962,462 | -$18,349,192 | +$13,613,270 | MSFT, IVV, SCHG, BA, DGRO | 13F-HR | 22 Apr 2022, 13:40 |
| Q4 2021 | 71 | $270,125,000 | +$19,769,275 | -$12,654,999 | +$7,114,276 | IVV, MSFT, SCHG, DGRO, BA | 13F-HR | 28 Jan 2022, 17:49 |
| Q3 2021 | 70 | $244,969,000 | +$14,052,735 | -$5,548,363 | +$8,504,372 | IVV, MSFT, SCHG, BA, DGRO | 13F-HR | 18 Oct 2021, 18:39 |
| Q2 2021 | 67 | $235,287,000 | +$28,095,903 | -$32,432,799 | -$4,336,896 | IVV, SCHG, MSFT, BA, DGRO | 13F-HR | 21 Jul 2021, 15:19 |
| Q1 2021 | 60 | $226,782,000 | +$23,289,590 | -$18,709,268 | +$4,580,322 | IVV, BA, MSFT, SCHG, FIXD | 13F-HR | 21 Apr 2021, 21:02 |
| Q4 2020 | 66 | $213,592,000 | $0 | $0 | $0 | IVV, MSFT, SCHG, BA, FIXD | 13F-HR | 16 Feb 2021, 16:25 |