Capasso Planning Partners LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $37.98M | 20.9% |
| SPDR SERIES TRUST | $16.20M | 8.9% |
| FIRST TR EXCHNG TRADED FD VI | $12.46M | 6.8% |
| VANGUARD TAX-MANAGED FDS | $11.46M | 6.3% |
| SPDR SERIES TRUST | $11.23M | 6.2% |
| SPDR SERIES TRUST | $8.34M | 4.6% |
| FIRST TR EXCHANGE-TRADED FD | $7.64M | 4.2% |
| ISHARES TR | $5.90M | 3.2% |
| Apple Inc. | $5.64M | 3.1% |
| VANGUARD SCOTTSDALE FDS | $5.34M | 2.9% |
| VANGUARD INDEX FDS | $4.91M | 2.7% |
| AMERICAN CENTY ETF TR | $4.84M | 2.7% |
| ISHARES TR | $3.49M | 1.9% |
| VANGUARD SCOTTSDALE FDS | $3.21M | 1.8% |
| AMERICAN CENTY ETF TR | $2.87M | 1.6% |
| VANGUARD INDEX FDS | $2.84M | 1.6% |
| Warren E. Buffett | $2.61M | 1.4% |
| ISHARES TR | $2.13M | 1.2% |
| iShares MSCI UAE ETF | $1.94M | 1.1% |
| SCHWAB STRATEGIC TR | $1.59M | 0.9% |
| SCHWAB STRATEGIC TR | $1.54M | 0.8% |
| First Trust Exchange-Traded Fund VIII | $1.25M | 0.7% |
| MICROSOFT CORP | $1.23M | 0.7% |
| AbbVie Inc. | $1.15M | 0.6% |
| Amazon.com Inc | $1.10M | 0.6% |
| FIRST TR EXCHNG TRADED FD VI | $1.04M | 0.6% |
| INVESCO QQQ TR | $881.5K | 0.5% |
| INNOVATOR ETFS TRUST | $816.7K | 0.4% |
| ISHARES TR | $803.7K | 0.4% |
| Alphabet Inc. | $800.2K | 0.4% |
| ISHARES TR | $792.4K | 0.4% |
| NVIDIA Corp | $745.7K | 0.4% |
| First Trust Exchange-Traded Fund VIII | $720.2K | 0.4% |
| ISHARES TR | $674.1K | 0.4% |
| SCHWAB STRATEGIC TR | $669.2K | 0.4% |
| AMERICAN CENTY ETF TR | $663.5K | 0.4% |
| VANGUARD CHARLOTTE FDS | $649.2K | 0.4% |
| SCHWAB STRATEGIC TR | $609.9K | 0.3% |
| ISHARES TR | $586.4K | 0.3% |
| ELI LILLY & Co | $565.4K | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | $507.5K | 0.3% |
| AMPLIFY ETF TR | $503.8K | 0.3% |
| First Trust Exchange-Traded Fund VIII | $503.5K | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | $499.8K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $484.6K | 0.3% |
| VANGUARD BD INDEX FDS | $476.6K | 0.3% |
| VANGUARD STAR FDS | $459.9K | 0.3% |
| NUSHARES ETF TR | $423.4K | 0.2% |
| ISHARES TR | $420.7K | 0.2% |
| ABBOTT LABORATORIES | $412.2K | 0.2% |