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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
47
3
2
1
0
0
30
3
2
CAPITAL PLANNING ADVISORS LLC

Time Period2018-03-31

Total Holdings117

Total Value ($x1000)281,688
Activities
New6

Increased52

Unchanged12

Decreased47

Sold Out9

Top 10 Stock Holdingstotal 41.04%
VEU8.54

IJH6.14

VUG5.26

IJR4.34

VTV3.69

 
IWF3.64

FB3.14

AAPL2.17

MSFT2.12

GOOGL2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VEU
8.54%
ALLWRLD EX US
IJH
6.14%
CORE S&P MCP ETF
VUG
5.26%
GROWTH ETF
IJR
4.34%
CORE S&P SCP ETF
VTV
3.69%
VALUE ETF
IWF
3.64%
RUS 1000 GRW ETF
FB
3.14%
CL A
AAPL
2.17%
COM
MSFT
2.12%
COM
GOOGL
2%
CAP STK CL A
JNJ
1.97%
COM
QQQ
1.68%
UNIT SER 1
V
1.52%
COM CL A
MDY
1.48%
UTSER1 S&PDCRP
ABT
1.44%
COM
ORCL
1.43%
COM
NOC
1.31%
COM
COST
1.3%
COM
XLF
1.28%
SBI INT-FINL
UNP
1.25%
COM
PH
1.25%
COM
IYW
1.25%
U.S. TECH ETF
XLI
1.24%
SBI INT-INDS
GD
1.17%
COM
CVX
1.17%
COM
XLY
1.14%
SBI CONS DISCR
INTC
1.13%
COM
BAC
1%
COM
ADP
0.98%
COM
ADI
0.97%
COM
HON
0.95%
COM
DOV
0.91%
COM
TRV
0.91%
COM
UTX
0.86%
COM
ROST
0.86%
COM
AXP
0.84%
COM
C
0.83%
COM NEW
DWDP
0.81%
COM
PM
0.79%
COM
MO
0.73%
COM
IVV
0.73%
CORE S&P500 ETF
AMZN
0.7%
COM
PFE
0.69%
COM
SLB
0.67%
COM
UNH
0.66%
COM
TMO
0.66%
COM
BMY
0.66%
COM
NTRS
0.66%
COM
CSCO
0.65%
COM
ADBE
0.64%
COM
RPM
0.63%
COM
LOW
0.62%
COM
XOM
0.54%
COM
AVGO
0.53%
SHS
SPY
0.52%
TR UNIT
JPM
0.49%
COM
RTN
0.49%
COM NEW
DIA
0.48%
UT SER 1
CMCSA
0.48%
CL A
IWO
0.46%
RUS 2000 GRW ETF
DE
0.45%
COM
OXY
0.43%
COM
ADSK
0.42%
COM
IJK
0.42%
S&P MC 400GR ETF
GOOG
0.4%
CAP STK CL C
BEN
0.39%
COM
WCN
0.38%
COM
MCD
0.38%
COM
BAX
0.37%
COM
DFS
0.36%
COM
WMT
0.33%
COM
AVY
0.32%
COM
BRK.A
0.32%
CL A
PEP
0.3%
COM
BRK.B
0.3%
CL B NEW
BIIB
0.29%
COM
GS
0.27%
COM
UPS
0.26%
CL B
VIG
0.26%
DIV APP ETF
EMQQ
0.26%
EMQQ EM INTERN
SHW
0.26%
COM
LUV
0.25%
COM
CELG
0.24%
COM
YUM
0.23%
COM
IWM
0.23%
RUSSELL 2000 ETF
VZ
0.23%
COM
T
0.22%
COM
ACN
0.21%
SHS CLASS A
ITW
0.21%
COM
WFC
0.21%
COM
MMM
0.2%
COM
VYM
0.19%
HIGH DIV YLD
ABBV
0.18%
COM
CB
0.18%
COM
PG
0.16%
COM
COP
0.16%
COM
MGC
0.16%
MEGA CAP INDEX
SYY
0.15%
COM
CI
0.15%
COM
AMLP
0.15%
ALERIAN MLP
TGT
0.14%
COM
PGR
0.13%
COM
UMPQ
0.13%
COM
NSC
0.13%
COM
IBM
0.12%
COM
CLX
0.11%
COM
FSIC
0.11%
COM
KLDW
0.1%
GAVEKAL KN DEV
XLV
0.1%
SBI HEALTHCARE
EMR
0.1%
COM
AMAT
0.09%
COM
DUK
0.09%
COM NEW
MDT
0.09%
SHS
PAYC
0.08%
COM
MU
0.08%
COM
VTI
0.07%
TOTAL STK MKT
MBII
0.02%
COM
IBB
1.04%
NASDQ BIOTEC ETF
LLY
0.4%
COM
HAS
0.29%
COM
SRE
0.17%
COM
EFA
0.13%
MSCI EAFE ETF
ALL
0.08%
COM
ENB
0.08%
COM
MRK
0.08%
COM
GE
0.06%
COM