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Institutional Investment Manager
Capital Planning Advisors, LLC
Capital Planning Advisors, LLC (CIK: 0001631941) incorporated in California, located at 1420 Rocky Ridge Drive, Roseville, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Portfolio Summary: 103 holdings with a total value of $143,474,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 SPDR DOW JONES INDL AVRG ETF 27,192 4,829,000 3.37%
102 VANGUARD INDEX FDS 94,879 9,925,000 6.92%
103 FACEBOOK INC 432,900 35,591,000 24.81%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001112, filed 2015.05.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.