| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 39 | Q2 2024 | 24.8% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 8.1% |
| APPLE INC | 39 | Q2 2024 | 4.2% |
| MICROSOFT CORP | 39 | Q2 2024 | 3.6% |
| JOHNSON & JOHNSON | 39 | Q2 2024 | 3.7% |
| VISA INC | 39 | Q2 2024 | 1.9% |
| ABBOTT LABS | 39 | Q2 2024 | 1.7% |
| COSTCO WHSL CORP NEW | 39 | Q2 2024 | 2.1% |
| ORACLE CORP | 39 | Q2 2024 | 2.1% |
| CHEVRON CORP NEW | 39 | Q2 2024 | 2.2% |
View Capital Planning Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
View Capital Planning Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.