Back to Capasso Planning Partners LLC

Capasso Planning Partners LLC

All holdings · as of Dec 31, 2025

74 positions

CompanyClassValueShares% of portfolio
VANGUARD WHITEHALL FDS$210.1K1,4640.1%
JPMORGAN CHASE & CO$212.2K6590.1%
FIRST TR EXCHNG TRADED FD VI$222.0K4,3370.1%
ISHARES TR$222.8K9,5270.1%
Palantir Technologies Inc$245.5K1,3810.1%
ISHARES TR$249.1K1,0120.1%
First Trust Exchange-Traded Fund VIII$256.7K4,6820.1%
First Trust Exchange-Traded Fund VIII$264.7K5,8700.1%
SPDR SERIES TRUST$269.0K3,3530.1%
SCHWAB STRATEGIC TR$269.3K10,1920.1%
ISHARES INC$271.3K6,1420.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$304.5K1,0020.2%
PACER FDS TR$309.8K8,7980.2%
ISHARES TR$323.0K2,2830.2%
iShares MSCI UAE ETF$326.0K3,0550.2%
CHEVRON CORP$326.0K2,1390.2%
VANGUARD INDEX FDS$331.5K1,5650.2%
INTERNATIONAL BUSINESS MACHINES CORP$350.7K1,1840.2%
PACER FDS TR$360.0K9,3070.2%
PACER FDS TR$377.5K6,2730.2%
First Trust Exchange-Traded Fund VIII$393.3K8,0530.2%
First Trust Exchange-Traded Fund VIII$396.3K12,0550.2%
VANGUARD INTL EQUITY INDEX F$408.7K4,8880.2%
Alphabet Inc.$409.1K1,3070.2%
ABBOTT LABORATORIES$412.2K3,2900.2%
ISHARES TR$420.7K9,2570.2%
NUSHARES ETF TR$423.4K9,4820.2%
VANGUARD STAR FDS$459.9K6,0960.3%
VANGUARD BD INDEX FDS$476.6K6,4340.3%
J P MORGAN EXCHANGE TRADED F$484.6K8,4660.3%
FIRST TR EXCHNG TRADED FD VI$499.8K21,8820.3%
First Trust Exchange-Traded Fund VIII$503.5K11,3690.3%
AMPLIFY ETF TR$503.8K11,3220.3%
FIRST TR EXCHNG TRADED FD VI$507.5K22,8200.3%
ELI LILLY & Co$565.4K5260.3%
ISHARES TR$586.4K6,1660.3%
SCHWAB STRATEGIC TR$609.9K22,6640.3%
VANGUARD CHARLOTTE FDS$649.2K13,4350.4%
AMERICAN CENTY ETF TR$663.5K6,5060.4%
SCHWAB STRATEGIC TR$669.2K27,8380.4%
ISHARES TR$674.1K4,5250.4%
First Trust Exchange-Traded Fund VIII$720.2K22,0530.4%
NVIDIA Corp$745.7K3,9990.4%
ISHARES TR$792.4K12,0060.4%
Alphabet Inc.$800.2K2,5500.4%
ISHARES TR$803.7K6,6870.4%
INNOVATOR ETFS TRUST$816.7K30,7380.4%
INVESCO QQQ TR$881.5K1,4350.5%
FIRST TR EXCHNG TRADED FD VI$1.04M36,7100.6%
Amazon.com Inc$1.10M4,7470.6%
← PrevPage 1 of 2Next →