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Stock Style
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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
35
3
2
0
0
0
30
4
1
CAPITAL PLANNING ADVISORS LLC

Time Period2018-06-30

Total Holdings104

Total Value ($x1000)221,194
Activities
New13

Increased12

Unchanged3

Decreased76

Sold Out26

Top 10 Stock Holdingstotal 42.16%
VEU8.84

IJH6.37

IJR5.57

VUG4.87

FB4.21

 
IWF3.6

VTV3.01

QQQ1.94

GOOGL1.89

MSFT1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEU
8.84%
ALLWRLD EX US
IJH
6.37%
CORE S&P MCP ETF
IJR
5.57%
CORE S&P SCP ETF
VUG
4.87%
GROWTH ETF
FB
4.21%
CL A
IWF
3.6%
RUS 1000 GRW ETF
VTV
3.01%
VALUE ETF
QQQ
1.94%
UNIT SER 1
GOOGL
1.89%
CAP STK CL A
MSFT
1.86%
COM
AAPL
1.65%
COM
V
1.56%
COM CL A
JNJ
1.47%
COM
COST
1.44%
COM
UNP
1.37%
COM
ABT
1.36%
COM
XLF
1.27%
SBI INT-FINL
IYW
1.24%
U.S. TECH ETF
MDY
1.24%
UTSER1 S&PDCRP
XLY
1.22%
SBI CONS DISCR
ADP
1.2%
COM
XLI
1.19%
SBI INT-INDS
HON
1.19%
COM
NOC
1.19%
COM
CVX
1.17%
COM
ORCL
1.12%
COM
ADI
1.07%
COM
ROST
1.06%
COM
INTC
1.03%
COM
DWDP
1.01%
COM
BAC
1.01%
COM
PH
1.01%
COM
GD
0.99%
COM
AXP
0.97%
COM
C
0.94%
COM NEW
AMZN
0.93%
COM
TMO
0.91%
COM
ADBE
0.89%
COM
UNH
0.88%
COM
UTX
0.88%
COM
DOV
0.87%
COM
TRV
0.86%
COM
NTRS
0.86%
COM
SLB
0.85%
COM
DE
0.78%
COM
BAX
0.76%
COM
RPM
0.76%
COM
LOW
0.73%
COM
JPM
0.7%
COM
IVV
0.68%
CORE S&P500 ETF
AVGO
0.66%
COM
OXY
0.66%
COM
PSX
0.58%
COM
ADSK
0.56%
COM
IJK
0.53%
S&P MC 400GR ETF
AVY
0.52%
COM
RTN
0.5%
COM NEW
DFS
0.47%
COM
TGT
0.44%
COM
CSCO
0.42%
COM
CMCSA
0.4%
CL A
EMQQ
0.4%
EMQQ EM INTERN
SHW
0.39%
COM
ACN
0.39%
SHS CLASS A
BMY
0.38%
COM
GS
0.37%
COM
GOOG
0.34%
CAP STK CL C
URI
0.33%
COM
MRK
0.3%
COM
PFE
0.3%
COM
VEEV
0.3%
CL A COM
UHS
0.29%
CL B
LUV
0.29%
COM
VIG
0.28%
DIV APP ETF
MMC
0.26%
COM
VOT
0.25%
MCAP GR IDXVIP
MCD
0.25%
COM
BEN
0.24%
COM
UPS
0.23%
CL B
BIIB
0.23%
COM
VCSH
0.23%
SHRT TRM CORP BD
MO
0.23%
COM
ITW
0.23%
COM
IWO
0.22%
RUS 2000 GRW ETF
VIOG
0.22%
SMLCP 600 GRTH
MMM
0.22%
COM
APY
0.21%
COM
CI
0.19%
COM
DIA
0.19%
UT SER 1
VYM
0.17%
HIGH DIV YLD
UMPQ
0.17%
COM
YUM
0.16%
COM
PGR
0.16%
COM
SPY
0.15%
TR UNIT
PM
0.14%
COM
ABBV
0.14%
COM
COP
0.14%
COM
XOM
0.14%
COM
IWM
0.13%
RUSSELL 2000 ETF
KLDW
0.13%
GAVEKAL KN DEV
FSIC
0.12%
COM
MDT
0.12%
SHS
MU
0.1%
COM
LOAN
0.09%
COM
QQQ
1.68%
UNIT SER 1
AVGO
0.53%
SHS
WCN
0.38%
COM
WMT
0.33%
COM
BRK.A
0.32%
CL A
PEP
0.3%
COM
BRK.B
0.3%
CL B NEW
CELG
0.24%
COM
VZ
0.23%
COM
T
0.22%
COM
WFC
0.21%
COM
CB
0.18%
COM
PG
0.16%
COM
MGC
0.16%
MEGA CAP INDEX
SYY
0.15%
COM
AMLP
0.15%
ALERIAN MLP
NSC
0.13%
COM
IBM
0.12%
COM
CLX
0.11%
COM
XLV
0.1%
SBI HEALTHCARE
EMR
0.1%
COM
AMAT
0.09%
COM
DUK
0.09%
COM NEW
PAYC
0.08%
COM
VTI
0.07%
TOTAL STK MKT
MBII
0.02%
COM