Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL PLANNING LLC | 04-12-2024 | 03-31-2024 | 81 | 306,557,092 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | Exchange Traded Fund | 1 | $36,679,710 | 69,769 | 0.01 | 0.01 | 15,096 | 27.61 | 03-31-2024 |
| Schwab US Large-Cap Growth ETF | Exchange Traded Fund | 2 | $26,796,569 | 289,005 | 0.01 | 0.01 | 9,141 | 3.27 | 03-31-2024 |
| Microsoft Corp | Common Stock | 3 | $22,893,830 | 54,416 | 0.01 | 0.01 | -9,083 | -14.30 | 03-31-2024 |
| iShares Core Dividend Growth ETF | Exchange Traded Fund | 4 | $19,693,601 | 339,195 | 0.01 | 0.01 | 47,587 | 16.32 | 03-31-2024 |
