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Portfolio (Quarterly) Guide ↗

Capital Planning LLC

· CIK 0001790688
13F Portfolio $307M AUM 82 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 23 Added 33 Reduced 7 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV iShares Core S&P 500 ETF 67,613.0 $44.2M 14.37% +883.0 +1.3% $653.21 +12.8%
2 SCHG Schwab US Large-Cap Growth ETF 906,338.0 $26.4M 8.59% +117K +14.9% $29.13 +12.0%
3 DGRO iShares Core Dividend Growth ETF 258,299.0 $18.1M 5.90% +19K +8.1% $70.18 +7.5%
4 VV Vanguard Large-Cap ETF 40,713.0 $12.2M 3.96% +4K +11.3% $298.85 +13.3%
5 VO Vanguard Mid-Cap ETF 39,856.0 $11.4M 3.72% +6K +16.3% $287.18 -71.9%
6 MGV Vanguard Mega Cap Value ETF 71,058.0 $10.3M 3.35% +9K +14.2% $144.95 +13.8%
7 MGK Vanguard Mega Cap Growth ETF 27,060.0 $9.9M 3.23% +4K +17.2% $367.44 -77.0%
8 VUG Vanguard Growth ETF 20,143.0 $8.8M 2.86% +3K +18.1% $436.79 -81.0%
9 XLK The Technology Select Sector SPDR ETF 65,966.0 $8.8M 2.85% +6K +9.7% $132.90 +38.9%
10 FTEC Fidelity MSCI Information Tech ETF 27,650.0 $5.8M 1.87% +4K +16.9% $208.05 +32.6%
11 VIG Vanguard Dividend Appreciation ETF 25,527.0 $5.5M 1.79% +4K +17.2% $215.06 +9.4%
12 SCHM Schwab US Mid-Cap ETF 160,520.0 $5.0M 1.62% +23K +16.9% $30.96 +17.9%
13 IJR iShares Core S&P Small-Cap ETF 36,106.0 $4.5M 1.46% +5K +14.9% $124.31 +17.7%
14 COST Costco Wholesale Corp Consumer Defensive 3,602.0 $3.6M 1.17% +34.0 +0.9% $996.34 -5.4%
15 SPYI NEOS S&P 500(R) High Income ETF 30,580.0 $1.5M 0.49% +868.0 +2.9% $49.37 +5.7%
16 AVGO Broadcom Inc Com Technology 4,044.0 $1.3M 0.41% +28.0 +0.7% $309.51 +22.4%
17 SCHE Schwab Emerging Markets Equity ETF 17,630.0 $581K 0.19% +6K +54.5% $32.95 +8.2%
18 QQQI NEOS Nasdaq-100(R) High Income ETF 9,617.0 $478K 0.15% +295.0 +3.2% $49.69 +11.4%
19 CGMS Capital Group U.S. Multi-Sector Inc ETF 15,514.0 $422K 0.14% +6K +60.4% $27.23 +0.9%
20 BND Vanguard Total Bond Market ETF 4,675.0 $344K 0.11% +818.0 +21.2% $73.64 -0.1%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.2%
Industrials 21.7%
Healthcare 9.7%
Consumer Defensive 6.6%
Financial Services 4.6%
Consumer Cyclical 3.0%
Communication Services 0.7%
Energy 0.5%