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Capital Planning LLC

All holdings · as of Dec 31, 2025

84 positions

CompanyClassValueShares% of portfolio
Capital Group Core Plus Income ETF$639.7K28,2540.2%
Vanguard Mega Cap ETF$629.4K2,5060.2%
Schwab US Dividend Equity ETF$614.2K22,1500.2%
Schwab US Large-Cap ETF$520.2K19,2890.1%
Schwab International Equity ETF$517.5K21,2430.1%
Capital Group Municipal High-Income ETF$512.5K20,1220.1%
NEOS Nasdaq-100(R) High Income ETF$501.2K9,3220.1%
iShares Core S&P Mid-Cap ETF$472.9K7,0670.1%
PACCAR INC$470.9K4,1690.1%
GENERAL ELECTRIC CO$451.5K1,4060.1%
ELI LILLY & Co$443.8K4110.1%
JPMorgan Equity Premium Income ETF$427.2K7,3970.1%
Vanguard FTSE Emerging Markets ETF$421.4K7,6710.1%
Toews Agility Managed Risk ETF$408.6K11,0690.1%
Global X S&P 500 Catholic Values ETF$408.2K4,9370.1%
Capital Group Dividend Value ETF$398.3K9,0570.1%
Schwab Emerging Markets Equity ETF$382.3K11,4100.1%
Leatherback Long/Short Alt Yld ETF$338.9K14,0010.1%
HOME DEPOT, INC.$312.6K9040.1%
CELESTICA INCCLSCommon Stock$300.3K9930.1%
SPDR Gold Shares$298.7K7500.1%
AMPHENOL CORP /DE$297.0K2,1220.1%
JPMORGAN CHASE & CO$287.4K8830.1%
Vanguard Total Bond Market ETF$285.6K3,8570.1%
Meta Platforms Inc$283.6K4360.1%
Visa Inc$272.7K7870.1%
Capital Group U.S. Multi-Sector Inc ETF$267.3K9,6740.1%
Vanguard Total International Bond ETF$260.7K5,3960.1%
HP INC$243.5K11,0080.1%
AMERICAN EXPRESS CO$224.1K6000.1%
INTERNATIONAL BUSINESS MACHINES CORP$223.6K7670.1%
Invesco Bloomberg Enhanced Fallen Angels ETF$222.0K11,9160.1%
Vanguard Core-Plus Bond ETF$219.6K2,8120.1%
iShares Core MSCI Emerging Markets ETF$217.0K3,1450.1%
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