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 |
|---|---|---|---|---|---|---|---|---|---|
| Starbucks Corp | Common Stock | 51 | $749,866 | 8,205 | 0.00 | 0.00 | 1,336 | 19.45 | 03-31-2024 |
| CAPITAL GROUP U S MULTI SEC ETF | Exchange Traded Fund | 52 | $680,404 | 25,045 | 0.00 | 0.00 | 1,707 | 7.31 | 03-31-2024 |
| Vanguard Extended Market ETF | Exchange Traded Fund | Liquidated | $0 | 0 | 0.00 | 0.32 | -138 | -3.12 | 03-31-2024 |
| Berkshire Hathaway Inc B | Common Stock | 54 | $630,780 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
