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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
43
4
0
0
0
0
23
3
4
CAPITAL PLANNING ADVISORS LLC

Time Period2018-12-31

Total Holdings113

Total Value ($x1000)274,650
Activities
New12

Increased14

Unchanged8

Decreased79

Sold Out14

Top 10 Stock Holdingstotal 41.1%
IWF6.06

IJH5.74

USFR5.12

JPST4.91

IJR4.66

 
EEM3.7

VTV3.23

VUG3.11

MSFT2.34

DGRW2.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
6.06%
RUS 1000 GRW ETF
IJH
5.74%
CORE S&P MCP ETF
USFR
5.12%
BLMBRG FL TRFD
JPST
4.91%
ULTRA SHRT INC
IJR
4.66%
CORE S&P SCP ETF
EEM
3.7%
MSCI EMG MKT ETF
VTV
3.23%
VALUE ETF
VUG
3.11%
GROWTH ETF
MSFT
2.34%
COM
DGRW
2.23%
US DIVD GRT FD
JNJ
2.02%
COM
ICF
2%
COHEN&STEER REIT
GOOGL
1.97%
CAP STK CL A
QQQ
1.79%
UNIT SER 1
AAPL
1.75%
COM
ABT
1.72%
COM
V
1.62%
COM CL A
FB
1.61%
CL A
ORCL
1.35%
COM
CVX
1.33%
COM
COST
1.32%
COM
XLV
1.29%
SBI HEALTHCARE
UNH
1.28%
COM
IYW
1.22%
U.S. TECH ETF
UNP
1.19%
COM
XLY
1.16%
SBI CONS DISCR
TMO
1.11%
COM
MDY
1.1%
UTSER1 S&PDCRP
ADP
1.09%
COM
INTC
1.07%
COM
XLI
1.07%
SBI INT-INDS
ENZL
1.02%
NW ZEALND CP ETF
HON
0.98%
COM
ROST
0.93%
COM
BAC
0.93%
COM
NOC
0.91%
COM
MRK
0.89%
COM
BAX
0.87%
COM
AXP
0.86%
COM
AMZN
0.85%
COM
UTX
0.79%
COM
DOV
0.74%
COM
ADBE
0.74%
COM
DE
0.73%
COM
CSCO
0.71%
COM
LOW
0.67%
COM
JPM
0.67%
COM
ADSK
0.55%
COM
PFE
0.54%
COM
NTRS
0.48%
COM
XOM
0.46%
COM
SPY
0.45%
TR UNIT
SHW
0.44%
COM
C
0.43%
COM NEW
OXY
0.42%
COM
IJK
0.41%
S&P MC 400GR ETF
IWO
0.41%
RUS 2000 GRW ETF
WCN
0.4%
COM
MO
0.39%
COM
DFS
0.35%
COM
ACN
0.35%
SHS CLASS A
MMC
0.35%
COM
BRK.A
0.33%
CL A
PH
0.33%
COM
UHS
0.33%
CL B
RTN
0.33%
COM NEW
VEEV
0.33%
CL A COM
AVY
0.31%
COM
TGT
0.31%
COM
BRK.B
0.31%
CL B NEW
GOOG
0.31%
CAP STK CL C
DIA
0.3%
UT SER 1
MCD
0.29%
COM
PSX
0.27%
COM
IWM
0.26%
RUSSELL 2000 ETF
PM
0.25%
COM
PEP
0.23%
COM
LUV
0.21%
COM
YUM
0.21%
COM
UPS
0.19%
CL B
COP
0.18%
COM
DWDP
0.18%
COM
CI
0.17%
COM
WMT
0.17%
COM
ITW
0.17%
COM
MGC
0.16%
MEGA CAP INDEX
SYY
0.16%
COM
MDT
0.15%
SHS
VZ
0.14%
COM
GD
0.14%
COM
VIOG
0.14%
SMLCP 600 GRTH
IVV
0.13%
CORE S&P500 ETF
PGR
0.13%
COM
NSC
0.13%
COM
CLX
0.13%
COM
VEU
0.12%
ALLWRLD EX US
WPC
0.12%
COM
VIG
0.12%
DIV APP ETF
BMY
0.12%
COM
VCSH
0.11%
SHRT TRM CORP BD
BEN
0.11%
COM
ABBV
0.11%
COM
VOT
0.09%
MCAP GR IDXVIP
PAYC
0.09%
COM
PG
0.08%
COM
RWX
0.08%
DJ INTL RL ETF
EFA
0.08%
MSCI EAFE ETF
LOAN
0.08%
COM
EMR
0.08%
COM
FSIC
0.08%
COM
IAU
0.08%
ISHARES
WFC
0.07%
COM
AMU
0.06%
ETRAC ALER MLP
XLF
1.24%
SBI INT-FINL
ADI
0.9%
COM
RPM
0.7%
COM
NVDA
0.69%
COM
URI
0.46%
COM
SLB
0.45%
COM
GS
0.28%
COM
MMM
0.28%
COM
CI
0.17%
COM
EMQQ
0.12%
EMQQ EM INTERN
KLDW
0.1%
GAVEKAL KN DEV
TXT
0.07%
COM
TOT
0.07%
SPONSORED ADR
IWR
0.07%
RUS MID-CAP ETF