Capasso Planning Partners LLC holdings history

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154 is the total number of securities Capasso Planning Partners LLC has owned. The longest Capasso Planning Partners LLC has owned a single stock is 8 quarters.

Capasso Planning Partners LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VEA VANGUARD TAX-MANAGED I...886.74%8.05%10.28%Q4 2021Q3 20238
SPTM SPDR SER TR886.73%7.62%9.62%Q4 2021Q3 20238
SLYV SPDR SER TR885.12%5.62%6.50%Q4 2021Q3 20238
VCSH VANGUARD SCOTTSDALE FDS883.08%4.40%6.17%Q4 2021Q3 20238
SPTI SPDR SER TR882.72%3.82%5.39%Q4 2021Q3 20238
VCIT VANGUARD SCOTTSDALE FDS882.60%3.74%5.30%Q4 2021Q3 20238
AAPL APPLE INC883.07%3.57%4.13%Q4 2021Q3 20238
TTD THE TRADE DESK INC880.28%2.59%4.01%Q4 2021Q3 20238
AVDV AMERICAN CENTY ETF TR882.31%2.57%2.70%Q4 2021Q3 20238
AVEM AMERICAN CENTY ETF TR882.24%2.51%2.79%Q4 2021Q3 20238
STIP ISHARES TR881.78%2.44%3.05%Q4 2021Q3 20238
SCHD SCHWAB STRATEGIC TR881.90%2.13%2.38%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS881.54%2.04%3.01%Q4 2021Q3 20238
MUB ISHARES TR881.21%1.97%2.52%Q4 2021Q3 20238
REET ISHARES TR881.59%1.93%2.40%Q4 2021Q3 20238
SUB ISHARES TR881.02%1.79%2.33%Q4 2021Q3 20238
FM ISHARES INC881.38%1.64%2.22%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS881.31%1.62%1.91%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...881.07%1.15%1.31%Q4 2021Q3 20238
ICSH ISHARES TR880.95%1.10%1.20%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.89%1.00%1.09%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.88%0.97%1.19%Q4 2021Q3 20238
IJH ISHARES TR880.85%0.96%1.14%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.74%0.88%1.06%Q4 2021Q3 20238
SHY ISHARES TR880.34%0.81%2.17%Q4 2021Q3 20238
IJR ISHARES TR880.46%0.80%0.96%Q4 2021Q3 20238
BNDX VANGUARD CHARLOTTE FDS880.39%0.80%1.59%Q4 2021Q3 20238
VTEB VANGUARD MUN BD FDS880.36%0.75%1.24%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.58%0.70%0.92%Q4 2021Q3 20238
SCHC SCHWAB STRATEGIC TR880.43%0.63%1.03%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.12%0.61%1.17%Q4 2021Q3 20238
EFA ISHARES TR880.42%0.59%0.86%Q4 2021Q3 20238
CFLT CONFLUENT INC880.30%0.51%1.19%Q4 2021Q3 20238
RPM RPM INTL INC880.37%0.50%0.82%Q4 2021Q3 20238
AMZN AMAZON COM INC880.31%0.46%0.68%Q4 2021Q3 20238
KO COCA COLA CO880.26%0.44%0.64%Q4 2021Q3 20238
ESGU ISHARES TR880.37%0.42%0.48%Q4 2021Q3 20238
ESGD ISHARES TR880.34%0.39%0.43%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.17%0.39%0.79%Q4 2021Q3 20238
GOOG ALPHABET INC880.21%0.39%0.63%Q4 2021Q3 20238
SCHX SCHWAB STRATEGIC TR880.20%0.38%0.51%Q4 2021Q3 20238
ABBV ABBVIE INC880.25%0.31%0.36%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.26%0.31%0.36%Q4 2021Q3 20238
VXUS VANGUARD STAR FDS880.23%0.29%0.38%Q4 2021Q3 20238
ABT ABBOTT LABS880.22%0.29%0.40%Q4 2021Q3 20238
XLB SELECT SECTOR SPDR TR880.22%0.28%0.35%Q4 2021Q3 20238
NUSC NUSHARES ETF TR880.24%0.26%0.30%Q4 2021Q3 20238
MELI MERCADOLIBRE INC880.16%0.25%0.35%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.14%0.24%0.33%Q4 2021Q3 20238
EPD ENTERPRISE PRODS PARTN...880.20%0.23%0.26%Q4 2021Q3 20238
DE DEERE & CO880.18%0.22%0.27%Q4 2021Q3 20238
IVV ISHARES TR880.15%0.22%0.42%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.15%0.21%0.37%Q4 2021Q3 20238
GOOGL ALPHABET INC880.12%0.20%0.30%Q4 2021Q3 20238
ESGE ISHARES INC880.15%0.17%0.20%Q4 2021Q3 20238
ET ENERGY TRANSFER L P880.09%0.12%0.14%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR771.37%12.05%20.96%Q1 2022Q3 20237
AMD ADVANCED MICRO DEVICES...770.30%0.40%0.56%Q1 2022Q3 20237
IWM ISHARES TR770.14%0.35%0.71%Q1 2022Q3 20237
EEM ISHARES TR430.14%0.34%0.58%Q4 2021Q3 20237
AVUV AMERICAN CENTY ETF TR770.14%0.22%0.30%Q1 2022Q3 20237
SUSC ISHARES TR770.12%0.19%0.26%Q4 2021Q2 20237
VAW VANGUARD WORLD FDS430.12%0.15%0.18%Q4 2021Q3 20237
IJS ISHARES TR430.11%0.14%0.17%Q4 2021Q3 20237
WST WEST PHARMACEUTICAL SV...660.73%1.11%1.66%Q4 2021Q1 20236
PLUG PLUG POWER INC660.09%0.77%1.62%Q2 2022Q3 20236
VOOV VANGUARD ADMIRAL FDS INC660.16%0.56%0.78%Q2 2022Q3 20236
HD HOME DEPOT INC220.12%0.15%0.21%Q4 2021Q3 20236
BLDP BALLARD PWR SYS INC NEW660.03%0.07%0.11%Q2 2022Q3 20236
FCEL FUELCELL ENERGY INC660.02%0.05%0.14%Q2 2022Q3 20236
LIGHTBRIDGE CORP660.02%0.04%0.05%Q2 2022Q3 20236
SCHF SCHWAB STRATEGIC TR550.68%0.89%1.02%Q3 2022Q3 20235
IGSB ISHARES TR550.24%0.47%0.66%Q3 2022Q3 20235
IGIB ISHARES TR550.21%0.41%0.57%Q3 2022Q3 20235
VBR VANGUARD INDEX FDS550.26%0.33%0.39%Q3 2022Q3 20235
IEF ISHARES TR550.17%0.32%0.45%Q3 2022Q3 20235
BND VANGUARD BD INDEX FDS550.18%0.24%0.31%Q3 2022Q3 20235
IEFA ISHARES TR550.20%0.22%0.24%Q3 2022Q3 20235
VOE VANGUARD INDEX FDS550.13%0.18%0.22%Q4 2021Q4 20225
AVDE AMERICAN CENTY ETF TR410.14%0.17%0.27%Q1 2022Q3 20235
PFE PFIZER INC550.14%0.17%0.21%Q4 2021Q4 20225
SCHB SCHWAB STRATEGIC TR550.15%0.16%0.20%Q4 2021Q4 20225
TIP ISHARES TR550.13%0.15%0.16%Q4 2021Q4 20225
ATY ACUITYADS HLDGS INC550.02%0.03%0.03%Q1 2022Q1 20235
UUP INVESCO DB US DLR INDE...440.21%0.61%1.21%Q2 2022Q1 20234
ICLN ISHARES TR440.35%0.47%0.58%Q4 2022Q3 20234
TSLA TESLA INC440.19%0.38%0.50%Q1 2022Q4 20224
SPG SIMON PPTY GROUP INC NEW440.14%0.29%0.44%Q4 2021Q3 20224
SPIP SPDR SER TR440.18%0.26%0.32%Q3 2022Q2 20234
FB META PLATFORMS INC220.16%0.22%0.27%Q4 2021Q3 20234
VEU VANGUARD INTL EQUITY I...440.21%0.22%0.22%Q4 2022Q3 20234
UNP UNION PAC CORP440.17%0.19%0.22%Q4 2021Q3 20224
XOM EXXON MOBIL CORP440.15%0.17%0.20%Q1 2022Q4 20224
ACWI ISHARES TR440.15%0.16%0.17%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.12%0.15%0.18%Q3 2022Q2 20234
AMERICAN CENTY ETF TR440.14%0.15%0.16%Q4 2022Q3 20234
MMP MAGELLAN MIDSTREAM PRT...310.13%0.14%0.14%Q1 2022Q2 20234
PSEC PROSPECT CAP CORP440.03%0.04%0.04%Q3 2022Q2 20234
SCHP SCHWAB STRATEGIC TR330.41%0.44%0.47%Q4 2021Q2 20223
SPVU INVESCO EXCH TRADED FD...330.27%0.29%0.30%Q1 2023Q3 20233
EFV ISHARES TR330.20%0.21%0.23%Q1 2023Q3 20233
RPV INVESCO EXCHANGE TRADE...330.15%0.17%0.21%Q1 2023Q3 20233
DRSK ETF SER SOLUTIONS220.75%0.78%0.80%Q4 2021Q1 20222
UGL PROSHARES TR II220.51%0.53%0.56%Q1 2023Q2 20232
QQQM INVESCO EXCH TRADED FD...220.37%0.42%0.46%Q2 2023Q3 20232
XLP SELECT SECTOR SPDR TR220.16%0.21%0.27%Q4 2022Q1 20232
IEP ICAHN ENTERPRISES LP220.18%0.18%0.18%Q4 2021Q1 20222
XLE SELECT SECTOR SPDR TR220.16%0.17%0.18%Q4 2021Q1 20222
TWO TWO HBRS INVT CORP220.13%0.15%0.18%Q4 2021Q1 20222
SCHA SCHWAB STRATEGIC TR110.13%0.14%0.16%Q1 2022Q4 20222
AMERICAN CENTY ETF TR220.11%0.12%0.12%Q2 2023Q3 20232
WISDOMTREE TR220.12%0.12%0.12%Q2 2023Q3 20232
NVDA NVIDIA CORPORATION220.11%0.11%0.12%Q2 2023Q3 20232
SH PROSHARES TR220.10%0.11%0.12%Q4 2022Q1 20232
UNH UNITEDHEALTH GROUP INC220.11%0.11%0.12%Q2 2023Q3 20232
OXLC OXFORD LANE CAP CORP220.08%0.09%0.10%Q4 2021Q1 20222
UPH UPHEALTH INC220.01%0.01%0.02%Q4 2021Q1 20222
BALT INNOVATOR ETFS TR112.81%2.81%2.81%Q3 2023Q3 20231
XLNX XILINX INC110.63%0.63%0.63%Q4 2021Q4 20211
AVUS AMERICAN CENTY ETF TR110.41%0.41%0.41%Q1 2022Q1 20221
GLD SPDR GOLD TR110.41%0.41%0.41%Q2 2022Q2 20221
VGSH VANGUARD SCOTTSDALE FDS110.40%0.40%0.40%Q2 2022Q2 20221
QCOM QUALCOMM INC110.34%0.34%0.34%Q2 2022Q2 20221
SPTL SPDR SER TR110.33%0.33%0.33%Q2 2023Q2 20231
INNOVATOR ETFS TR110.25%0.25%0.25%Q3 2023Q3 20231
SPLV INVESCO EXCH TRADED FD...110.22%0.22%0.22%Q1 2023Q1 20231
BTAL AGF INVTS TR110.22%0.22%0.22%Q4 2022Q4 20221
SIMPLIFY EXCHANGE TRAD...110.21%0.21%0.21%Q4 2022Q4 20221
SE SEA LTD110.21%0.21%0.21%Q4 2021Q4 20211
KMLM KRANESHARES TR110.20%0.20%0.20%Q4 2022Q4 20221
EWJV ISHARES TR110.19%0.19%0.19%Q3 2023Q3 20231
EPR EPR PPTYS110.19%0.19%0.19%Q1 2022Q1 20221
TOTL SSGA ACTIVE ETF TR110.18%0.18%0.18%Q2 2022Q2 20221
PHDG INVESCO ACTIVELY MANAG...110.17%0.17%0.17%Q2 2022Q2 20221
PSEP INNOVATOR ETFS TR110.16%0.16%0.16%Q3 2023Q3 20231
GDX VANECK ETF TRUST110.16%0.16%0.16%Q4 2022Q4 20221
SHOP SHOPIFY INC110.16%0.16%0.16%Q4 2021Q4 20211
NFLX NETFLIX INC110.16%0.16%0.16%Q4 2021Q4 20211
PFIX SIMPLIFY EXCHANGE TRAD...110.15%0.15%0.15%Q3 2022Q3 20221
KRANESHARES TR110.15%0.15%0.15%Q1 2023Q1 20231
SWAN AMPLIFY ETF TR110.15%0.15%0.15%Q2 2022Q2 20221
INDA ISHARES TR110.15%0.15%0.15%Q3 2023Q3 20231
ITA ISHARES TR110.14%0.14%0.14%Q4 2022Q4 20221
MRO MARATHON OIL CORP110.14%0.14%0.14%Q4 2021Q4 20211
VZ VERIZON COMMUNICATIONS...110.14%0.14%0.14%Q2 2022Q2 20221
ISTB ISHARES TR110.14%0.14%0.14%Q1 2022Q1 20221
KWEB KRANESHARES TR110.14%0.14%0.14%Q1 2023Q1 20231
PLTR PALANTIR TECHNOLOGIES INC110.13%0.13%0.13%Q4 2021Q4 20211
LLY ELI LILLY & CO110.12%0.12%0.12%Q3 2023Q3 20231
WISDOMTREE TR110.12%0.12%0.12%Q2 2023Q2 20231
ITOT ISHARES TR110.11%0.11%0.11%Q3 2023Q3 20231
PCG PG&E CORP110.09%0.09%0.09%Q4 2021Q4 20211
SAN BANCO SANTANDER S.A.110.04%0.04%0.04%Q1 2022Q1 20221
ILLUMIN HLDGS INC110.02%0.02%0.02%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD TAX-MANAGED INTL FD, SPDR SER TR, and SPDR SER TR, are the highest-conviction holdings of Capasso Planning Partners LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Capasso Planning Partners LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Capasso Planning Partners LLC owns currently or has owned in the past.