Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL PLANNING ADVISORS LLC | 02-12-2024 | 12-31-2023 | 135 | 528,937,723 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | FLOATNG RAT TREA | 1 | $42,603,470 | 847,999 | 0.01 | 0.01 | -29,631 | -3.38 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 2 | $34,335,660 | 1,490,263 | 0.01 | 1,490,263 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 3 | $27,510,036 | 310,112 | 0.01 | 0.01 | 10,979 | 3.67 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 4 | $25,681,835 | 474,886 | 0.00 | 0.00 | 31,336 | 7.06 | 12-31-2023 |
