Capasso Planning Partners LLC
- SEC CIK
- 0001911938
- 最新申報
- 2026/8/18
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/17 申報。只含多頭部位。
- 持股檔數
- 83
- 2021 年第 3 季沒有申報
- 總值
- $1.37 億
- 2021 年第 3 季沒有申報
Capasso Planning Partners LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 275,669 | $1,408 萬 | 10.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 225,276 | $1,317 萬 | 9.6% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 105,031 | $889.8 萬 | 6.5% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 103,916 | $844.4 萬 | 6.2% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 230,129 | $737.6 萬 | 5.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 78,289 | $726.2 萬 | 5.3% | – | – | – |
| AAPLApple Inc. | Stock | 31,873 | $566.0 萬 | 4.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,446 | $412.4 萬 | 3.0% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 57,780 | $365.9 萬 | 2.7% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 55,166 | $356.1 萬 | 2.6% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 31,708 | $335.7 萬 | 2.5% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 107,574 | $329.3 萬 | 2.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 40,368 | $326.3 萬 | 2.4% | – | – | – |
| iShares Inc464286145 | MSCI FRONTIER | 87,874 | $303.3 萬 | 2.2% | – | – | – |
| WSTWest Pharmaceutical Services Inc | COM | 4,848 | $227.4 萬 | 1.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,020 | $193.6 萬 | 1.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,354 | $190.2 萬 | 1.4% | – | – | – |
| CFLTConfluent, Inc. | CLASS A COM | 24,982 | $162.8 萬 | 1.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 13,853 | $160.7 萬 | 1.2% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 31,304 | $157.7 萬 | 1.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,849 | $157.5 萬 | 1.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,524 | $156.4 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,327 | $145.5 萬 | 1.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,337 | $142.6 萬 | 1.0% | – | – | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 34,587 | $141.6 萬 | 1.0% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,733 | $141.5 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,074 | $140.4 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,596 | $126.5 萬 | 0.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,792 | $123.6 萬 | 0.9% | – | – | – |
| RPMRPM International Inc | COM | 11,185 | $113.0 萬 | 0.8% | – | – | 歷史 |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 38,041 | $109.7 萬 | 0.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,726 | $108.5 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 281 | $93.7 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 11,535 | $90.8 萬 | 0.7% | – | – | – |
| KOCoca Cola Co | Stock | 14,765 | $87.4 萬 | 0.6% | – | – | 歷史 |
| XLNXXilinx Inc | COM | 4,082 | $86.6 萬 | 0.6% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 15,258 | $84.2 萬 | 0.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,662 | $65.5 萬 | 0.5% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 5,969 | $64.4 萬 | 0.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,145 | $64.2 萬 | 0.5% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 10,183 | $64.0 萬 | 0.5% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 3,800 | $60.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,795 | $59.3 萬 | 0.4% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 7,336 | $58.3 萬 | 0.4% | – | – | – |
| ABTAbbott Laboratories | Stock | 3,885 | $54.7 萬 | 0.4% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,820 | $53.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,164 | $51.9 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,562 | $50.1 萬 | 0.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,631 | $48.5 萬 | 0.4% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 358 | $48.3 萬 | 0.4% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 5,304 | $48.1 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 940 | $44.8 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,167 | $42.9 萬 | 0.3% | – | – | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 9,429 | $39.6 萬 | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,140 | $36.8 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,084 | $36.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 13,128 | $35.8 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 120 | $34.8 萬 | 0.3% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 15,179 | $33.3 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,877 | $32.7 萬 | 0.2% | – | – | – |
| DEDeere & Co | Stock | 909 | $31.2 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,143 | $28.8 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 4,866 | $28.7 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 98 | $28.4 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 683 | $28.3 萬 | 0.2% | – | – | 歷史 |
| SESea Ltd | SPONSORD ADS | 1,262 | $28.2 萬 | 0.2% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,743 | $26.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,702 | $25.6 萬 | 0.2% | – | – | – |
| Vanguard Materials ETF92204A801 | ETF | 1,285 | $25.3 萬 | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,500 | $25.0 萬 | 0.2% | – | – | – |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 5,040 | $25.0 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,200 | $23.0 萬 | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 1,748 | $22.6 萬 | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 161 | $22.2 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 367 | $22.1 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,774 | $20.0 萬 | 0.1% | – | – | – |
| MROMarathon Oil Corp | COM | 12,000 | $19.7 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 10,106 | $18.4 萬 | 0.1% | – | – | 歷史 |
| Two Harbors Investment Corp.90187B408 | COM NEW | 30,000 | $17.3 萬 | 0.1% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 15,000 | $12.3 萬 | 0.1% | – | – | 歷史 |
| PCGPG&E Corp | Stock | 10,016 | $12.2 萬 | 0.1% | – | – | 歷史 |
| OXLCOxford Lane Capital Corp. | COM | 15,000 | $11.6 萬 | 0.1% | – | – | 歷史 |
| UPHLUpHealth, Inc. | COM | 10,000 | $2.20 萬 | <0.1% | – | – | 歷史 |