Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CAPITAL PLANNING ADVISORS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 9, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
129,623 |
$20,395k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
98,211 |
$19,079k |
|
|
ISHARES (464287234)
|
389,996 |
$16,735k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
290,122 |
$14,619k |
|
|
WORLD GOLD TR (98149E204)
|
1,026,743 |
$14,467k |
|
|
WISDOMTREE TRUST (97717X628)
|
527,883 |
$13,234k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
154,186 |
$12,070k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
96,976 |
$10,986k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
86,453 |
$9,589k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
58,234 |
$9,515k |
|
|
MICROSOFT CORP (594918104)
|
59,591 |
$7,983k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
66,398 |
$7,480k |
|
|
Apple Inc (037833100)
|
30,785 |
$6,093k |
|
|
JOHNSON & JOHNSON (478160104)
|
40,483 |
$5,638k |
|
|
ALPHABET INC (02079K305)
|
5,152 |
$5,579k |
|
|
VISA INC COM CL A (92826C839)
|
31,850 |
$5,528k |
|
|
WISDOMTREE TR (97717X669)
|
123,611 |
$5,396k |
|
|
ABBOTT LABS (002824100)
|
59,992 |
$5,045k |
|
|
COSTCO WHSL CORP (22160K105)
|
17,738 |
$4,687k |
|
|
Facebook Inc (30303M102)
|
23,457 |
$4,527k |
|
|
ORACLE CORP (68389X105)
|
77,036 |
$4,389k |
|
|
Chevron Corp (166764100)
|
34,028 |
$4,234k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
21,222 |
$4,200k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
13,982 |
$4,106k |
|
|
ISHARES TR (464289123)
|
76,218 |
$4,069k |
|
|
UNION PAC CORP (907818108)
|
23,750 |
$4,016k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
43,263 |
$4,008k |
|
|
ALPS ETF TR (00162Q676)
|
185,428 |
$3,996k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
33,116 |
$3,947k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
15,955 |
$3,893k |
|
|
Amazon.com Inc (023135106)
|
1,973 |
$3,736k |
|
|
ADP (053015103)
|
22,000 |
$3,637k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
10,199 |
$3,617k |
|
|
American Express Co. (025816109)
|
28,176 |
$3,478k |
|
|
HONEYWELL INTL INC (438516106)
|
19,835 |
$3,463k |
|
|
UNITED TECHNOLOGIES (913017109)
|
26,094 |
$3,397k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
10,191 |
$3,293k |
|
|
ROSS STORES INC (778296103)
|
32,799 |
$3,251k |
|
|
Bank of America Corp. (060505104)
|
107,140 |
$3,107k |
|
|
BAXTER INTL INC (071813109)
|
37,708 |
$3,088k |
|
|
INTEL CORP (458140100)
|
63,507 |
$3,040k |
|
|
ADOBE INC (00724F101)
|
9,701 |
$2,858k |
|
|
CISCO SYSTEMS INC (17275R102)
|
50,515 |
$2,765k |
|
|
MERCK & CO INC (58933Y105)
|
31,998 |
$2,683k |
|
|
DOVER CORP (260003108)
|
26,663 |
$2,672k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
23,103 |
$2,583k |
|
|
Deere & Co (244199105)
|
14,231 |
$2,358k |
|
|
Autodesk Inc (052769106)
|
12,460 |
$2,030k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
9,604 |
$1,793k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
5,411 |
$1,585k |
|
|
VEEVA SYS INC CL A COM (922475108)
|
9,745 |
$1,580k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
3,404 |
$1,560k |
|
|
PFIZER INC (717081103)
|
32,442 |
$1,405k |
|
|
Exxon Mobil Corp (30231G102)
|
18,237 |
$1,398k |
|
|
WASTE CONNECTIONS INC (94106B101)
|
13,590 |
$1,299k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
7,008 |
$1,295k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
16,386 |
$1,269k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
6,105 |
$1,226k |
|
|
MARSH & MCLENNAN COS (571748102)
|
11,957 |
$1,193k |
|
|
UNIVERSAL HLTH SVCS INC (913903100)
|
9,000 |
$1,174k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
4,905 |
$1,110k |
|
|
RAYTHEON (755111507)
|
6,001 |
$1,043k |
|
|
SPDR SER TR (78468R648)
|
29,944 |
$997k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
3 |
$955k |
|
|
Alphabet Inc (02079K107)
|
861 |
$931k |
|
|
EXCHANGE LISTED FDS TR (30151E608)
|
27,618 |
$921k |
|
|
PARKER HANNIFIN CORP (701094104)
|
5,299 |
$901k |
|
|
SPDR DOW JONES INDL (78467X109)
|
3,353 |
$891k |
|
|
SSGA ACTIVE TR (78470P309)
|
17,322 |
$887k |
|
|
ALTRIA GROUP INC (02209S103)
|
18,110 |
$858k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
5,285 |
$822k |
|
|
LOWES CO (548661107)
|
7,796 |
$787k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
4,746 |
$773k |
|
|
DROPBOX (26210C104)
|
30,269 |
$758k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
8,565 |
$749k |
|
|
MCDONALDS CORP (580135101)
|
3,292 |
$684k |
|
|
PHILIP MORRIS INTL (718172109)
|
8,350 |
$656k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
12,527 |
$636k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,933 |
$625k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
3,620 |
$546k |
|
|
WALMART INC COM (931142103)
|
4,775 |
$528k |
|
|
Vanguard Mega Cap (921910873)
|
5,187 |
$525k |
|
|
Occidental Petroleum Corp (674599105)
|
10,407 |
$523k |
|
|
NORFOLK SOUTHERN (655844108)
|
2,594 |
$517k |
|
|
HOME DEPOT INC (437076102)
|
2,453 |
$510k |
|
|
ConocoPhillips (20825C104)
|
8,299 |
$506k |
|
|
SYSCO CORP (871829107)
|
7,034 |
$497k |
|
|
PROGRESSIVE CORP (743315103)
|
6,103 |
$488k |
|
|
CITIGROUP INC (172967424)
|
6,766 |
$474k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
7,955 |
$454k |
|
|
UNITED PARCEL SERVIC (911312106)
|
4,285 |
$443k |
|
|
VANGUARD ADMIRAL FDS INC (921932794)
|
2,631 |
$412k |
|
|
W P CAREY INC (92936U109)
|
5,069 |
$412k |
|
|
GENERAL DYNAMICS (369550108)
|
2,227 |
$405k |
|
|
CVS HEALTH CORP (126650100)
|
7,409 |
$404k |
|
|
CIGNA CORP (125523100)
|
2,500 |
$394k |
|
|
PAYCOM SOFTWARE (70432V102)
|
1,640 |
$372k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,073 |
$337k |
|
|
SPDR SERIES TRUST (78464A607)
|
3,386 |
$335k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
24,800 |
$335k |
|
|
PEPSICO INC (713448108)
|
2,539 |
$333k |
|
|
MEDTRONIC PLC (G5960L103)
|
3,270 |
$318k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,035 |
$305k |
|
|
DJ WL INTL RE EST (78463X863)
|
7,513 |
$291k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,264 |
$260k |
|
|
ISHARES (464287465)
|
3,920 |
$258k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
42,782 |
$255k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,183 |
$250k |
|
|
ICON PLC (G4705A100)
|
1,555 |
$239k |
|
|
VANGUARD GROUP (921908844)
|
2,029 |
$234k |
|
|
Avery Dennison Corp. (053611109)
|
1,837 |
$213k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
2,639 |
$206k |
|
|
ABBVIE INC (00287Y109)
|
2,775 |
$202k |
|
|
UBS AG LONDON (90267B682)
|
12,330 |
$194k |
|
|
Manhattan Bridge Capital Inc (562803106)
|
73,403 |
$73k |
|
|
NOKIA CORP (654902204)
|
14,500 |
$73k |
|
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