Portfolio (Quarterly) Guide ↗

Capital Planning LLC

· CIK 0001790688

13F Portfolio $343M AUM 88 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 22 Added 25 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GRW	TCW Durable Growth ETF	—	8,989	$247K	0.08%	SOLD
2	KR	The Kroger Co	Consumer Defensive	3,008	$218K	0.07%	SOLD
3	BNDX	Vanguard Total International Bond ETF	—	4,412	$212K	0.07%	SOLD

Sector Allocation

Technology 51.8%

Industrials 22.8%

Healthcare 9.8%

Financial Services 5.9%

Consumer Defensive 5.3%

Consumer Cyclical 3.2%

Communication Services 0.9%

Energy 0.4%