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 |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 101 | $793,354 | 1,361 | 0.00 | 0.00 | -57 | -4.02 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 102 | $772,128 | 10,498 | 0.00 | 10,498 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P 500 GRWT ETF | 103 | $747,771 | 9,957 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 104 | $721,296 | 4,148 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
