| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core S&P 500 ETF | 15 | Q2 2024 | 12.0% |
| Microsoft Corp | 15 | Q2 2024 | 10.2% |
| Schwab US Large-Cap Growth ETF | 15 | Q2 2024 | 8.8% |
| iShares Core Dividend Growth ETF | 15 | Q2 2024 | 7.2% |
| Boeing Co | 15 | Q2 2024 | 7.1% |
| Vanguard Information Technology ETF | 15 | Q2 2024 | 3.8% |
| Vanguard Mid-Cap ETF | 15 | Q2 2024 | 3.8% |
| First Trust TCWOpportunistic Fxd Inc ETF | 15 | Q2 2024 | 5.9% |
| Schwab US Large-Cap Value ETF | 15 | Q2 2024 | 4.0% |
| Vanguard Mega Cap Value ETF | 15 | Q2 2024 | 3.7% |
View Capital Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-22 |
View Capital Planning 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.