Capital Planning LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 ETF | $45.79M | 12.8% |
| MICROSOFT CORP | $26.21M | 7.3% |
| Quanta Services Inc | $26.05M | 7.3% |
| Schwab US Large-Cap Growth ETF | $25.64M | 7.2% |
| iShares Core Dividend Growth ETF | $16.68M | 4.7% |
| Vanguard Information Technology ETF | $12.53M | 3.5% |
| Vanguard Small-Cap ETF | $11.77M | 3.3% |
| Vanguard Large-Cap ETF | $11.53M | 3.2% |
| The Boeing Company | $11.49M | 3.2% |
| iShares MSCI UAE ETF | $10.90M | 3.1% |
| Vanguard Mid-Cap ETF | $10.03M | 2.8% |
| Vanguard Mega Cap Growth ETF | $9.49M | 2.7% |
| Vanguard Mega Cap Value ETF | $8.86M | 2.5% |
| The Technology Select Sector SPDR ETF | $8.68M | 2.4% |
| iShares MSCI UAE ETF | $8.37M | 2.3% |
| Vanguard Growth ETF | $8.29M | 2.3% |
| Akre Focus ETF | $7.45M | 2.1% |
| iShares MSCI UAE ETF | $6.62M | 1.9% |
| Apple Inc. | $5.96M | 1.7% |
| TCW Durable Growth ETF | $5.86M | 1.6% |
| Fidelity MSCI Information Tech ETF | $5.33M | 1.5% |
| Capital Group Municipal Income ETF | $4.92M | 1.4% |
| Vanguard Dividend Appreciation ETF | $4.81M | 1.3% |
| First Trust Smith Opportnstc Fxd Inc ETF | $4.48M | 1.3% |
| JPMorgan Core Plus Bond ETF | $4.43M | 1.2% |
| Schwab US Mid-Cap ETF | $4.19M | 1.2% |
| iShares Core S&P Small-Cap ETF | $3.81M | 1.1% |
| AbbVie Inc. | $3.67M | 1.0% |
| ORACLE CORP | $3.14M | 0.9% |
| COSTCO WHOLESALE CORP /NEW | $3.05M | 0.9% |
| Invesco QQQ Trust | $2.33M | 0.7% |
| ABBOTT LABORATORIES | $2.33M | 0.7% |
| iShares 0-3 Month Treasury Bond ETF | $2.24M | 0.6% |
| NEOS S&P 500(R) High Income ETF | $1.56M | 0.4% |
| Vanguard Total Stock Market ETF | $1.51M | 0.4% |
| Broadcom Inc. | $1.40M | 0.4% |
| WASTE MANAGEMENT INC | $1.27M | 0.4% |
| Warren E. Buffett | $1.22M | 0.3% |
| Vanguard Russell 1000 Growth ETF | $993.1K | 0.3% |
| STARBUCKS CORP | $946.4K | 0.3% |
| Capital Group Growth ETF | $939.0K | 0.3% |
| NVIDIA Corp | $936.9K | 0.3% |
| Capital Group Global Growth Equity ETF | $935.5K | 0.3% |
| SPDR Blmbg 1-3 Mth T-Bill ETF | $935.2K | 0.3% |
| Expedia Group Inc | $917.0K | 0.3% |
| iShares Core MSCI EAFE ETF | $819.4K | 0.2% |
| Alphabet Inc. | $760.4K | 0.2% |
| Vanguard FTSE Developed Markets ETF | $725.0K | 0.2% |
| Amazon.com Inc | $691.7K | 0.2% |
| Vanguard Russell 1000 Value ETF | $647.4K | 0.2% |