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Capital Planning LLC

All holdings · as of Dec 31, 2025

84 positions

CompanyClassValueShares% of portfolio
iShares Core MSCI Emerging Markets ETF$217.0K3,1450.1%
Vanguard Core-Plus Bond ETF$219.6K2,8120.1%
Invesco Bloomberg Enhanced Fallen Angels ETF$222.0K11,9160.1%
INTERNATIONAL BUSINESS MACHINES CORP$223.6K7670.1%
AMERICAN EXPRESS CO$224.1K6000.1%
HP INC$243.5K11,0080.1%
Vanguard Total International Bond ETF$260.7K5,3960.1%
Capital Group U.S. Multi-Sector Inc ETF$267.3K9,6740.1%
Visa Inc$272.7K7870.1%
Meta Platforms Inc$283.6K4360.1%
Vanguard Total Bond Market ETF$285.6K3,8570.1%
JPMORGAN CHASE & CO$287.4K8830.1%
AMPHENOL CORP /DE$297.0K2,1220.1%
SPDR Gold Shares$298.7K7500.1%
CELESTICA INCCLSCommon Stock$300.3K9930.1%
HOME DEPOT, INC.$312.6K9040.1%
Leatherback Long/Short Alt Yld ETF$338.9K14,0010.1%
Schwab Emerging Markets Equity ETF$382.3K11,4100.1%
Capital Group Dividend Value ETF$398.3K9,0570.1%
Global X S&P 500 Catholic Values ETF$408.2K4,9370.1%
Toews Agility Managed Risk ETF$408.6K11,0690.1%
Vanguard FTSE Emerging Markets ETF$421.4K7,6710.1%
JPMorgan Equity Premium Income ETF$427.2K7,3970.1%
ELI LILLY & Co$443.8K4110.1%
GENERAL ELECTRIC CO$451.5K1,4060.1%
PACCAR INC$470.9K4,1690.1%
iShares Core S&P Mid-Cap ETF$472.9K7,0670.1%
NEOS Nasdaq-100(R) High Income ETF$501.2K9,3220.1%
Capital Group Municipal High-Income ETF$512.5K20,1220.1%
Schwab International Equity ETF$517.5K21,2430.1%
Schwab US Large-Cap ETF$520.2K19,2890.1%
Schwab US Dividend Equity ETF$614.2K22,1500.2%
Vanguard Mega Cap ETF$629.4K2,5060.2%
Capital Group Core Plus Income ETF$639.7K28,2540.2%
Vanguard Russell 1000 Value ETF$647.4K6,9520.2%
Amazon.com Inc$691.7K3,0540.2%
Vanguard FTSE Developed Markets ETF$725.0K11,4710.2%
Alphabet Inc.$760.4K2,4130.2%
iShares Core MSCI EAFE ETF$819.4K9,0690.2%
Expedia Group Inc$917.0K3,2410.3%
SPDR Blmbg 1-3 Mth T-Bill ETF$935.2K10,2300.3%
Capital Group Global Growth Equity ETF$935.5K26,6140.3%
NVIDIA Corp$936.9K4,9610.3%
Capital Group Growth ETF$939.0K21,0770.3%
STARBUCKS CORP$946.4K11,2710.3%
Vanguard Russell 1000 Growth ETF$993.1K8,1780.3%
Warren E. Buffett$1.22M2,4490.3%
WASTE MANAGEMENT INC$1.27M5,8000.4%
Broadcom Inc.$1.40M4,0160.4%
Vanguard Total Stock Market ETF$1.51M4,4910.4%
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