| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 10.3% |
| SPDR SER TR | 8 | Q3 2023 | 9.6% |
| SPDR SER TR | 8 | Q3 2023 | 6.5% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 6.2% |
| SPDR SER TR | 8 | Q3 2023 | 5.4% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 5.3% |
| APPLE INC | 8 | Q3 2023 | 4.1% |
| THE TRADE DESK INC | 8 | Q3 2023 | 4.0% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 2.7% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 2.8% |
View Capasso Planning Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-17 |
View Capasso Planning Partners 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.