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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
49
4
2
1
0
0
29
3
1
CAPITAL PLANNING ADVISORS LLC

Time Period2017-12-31

Total Holdings120

Total Value ($x1000)284,676
Activities
New10

Increased63

Unchanged8

Decreased39

Sold Out12

Top 10 Stock Holdingstotal 40.65%
VEU7.29

IJH6.13

VUG5.31

IJR4.24

VTV4.08

 
IWF3.74

FB3.46

AAPL2.15

JNJ2.14

GOOGL2.11

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEU
7.29%
ALLWRLD EX US
IJH
6.13%
CORE S&P MCP ETF
VUG
5.31%
GROWTH ETF
IJR
4.24%
CORE S&P SCP ETF
VTV
4.08%
VALUE ETF
IWF
3.74%
RUS 1000 GRW ETF
FB
3.46%
CL A
AAPL
2.15%
COM
JNJ
2.14%
COM
GOOGL
2.11%
CAP STK CL A
MSFT
2.06%
COM
QQQ
1.74%
UNIT SER 1
V
1.48%
COM CL A
ORCL
1.46%
COM
PH
1.45%
COM
MDY
1.42%
UTSER1 S&PDCRP
ABT
1.41%
COM
COST
1.3%
COM
UNP
1.28%
COM
CVX
1.25%
COM
XLF
1.25%
SBI INT-FINL
PM
1.24%
COM
XLI
1.2%
SBI INT-INDS
NOC
1.18%
COM
IYW
1.14%
U.S. TECH ETF
ADP
1.05%
COM
GD
1.04%
COM
IBB
1.04%
NASDQ BIOTEC ETF
INTC
1.01%
COM
MO
1%
COM
BAC
0.98%
COM
HON
0.95%
COM
ADI
0.95%
COM
DOV
0.92%
COM
TRV
0.88%
COM
UTX
0.87%
COM
C
0.86%
COM NEW
AXP
0.85%
COM
DWDP
0.8%
COM
PFE
0.79%
COM
BMY
0.76%
COM
IVV
0.76%
CORE S&P500 ETF
ROST
0.67%
COM
NTRS
0.66%
COM
LOW
0.66%
COM
UNH
0.65%
COM
XOM
0.6%
COM
CSCO
0.58%
COM
TMO
0.58%
COM
RPM
0.58%
COM
AVGO
0.56%
SHS
CMCSA
0.54%
CL A
AMZN
0.54%
COM
DIA
0.53%
UT SER 1
GOOG
0.52%
CAP STK CL C
ADBE
0.5%
COM
SPY
0.46%
TR UNIT
BEN
0.45%
COM
DE
0.45%
COM
JPM
0.44%
COM
IWO
0.44%
RUS 2000 GRW ETF
WMT
0.43%
COM
IJK
0.41%
S&P MC 400GR ETF
OXY
0.41%
COM
MCD
0.4%
COM
PEP
0.4%
COM
LLY
0.4%
COM
DFS
0.38%
COM
BAX
0.38%
COM
WCN
0.37%
COM
UPS
0.35%
CL B
RTN
0.34%
COM NEW
SLB
0.34%
COM
BRK.B
0.33%
CL B NEW
VZ
0.31%
COM
BRK.A
0.31%
CL A
AVY
0.31%
COM
BIIB
0.3%
COM
HAS
0.29%
COM
YUM
0.25%
COM
WFC
0.24%
COM
EMQQ
0.24%
EMQQ EM INTERN
ITW
0.22%
COM
IWM
0.22%
RUSSELL 2000 ETF
SHW
0.22%
COM
ACN
0.21%
SHS CLASS A
VIG
0.2%
DIV APP ETF
UMPQ
0.2%
COM
PG
0.2%
COM
T
0.19%
COM
ADSK
0.19%
COM
MGC
0.19%
MEGA CAP INDEX
ABBV
0.18%
COM
CB
0.18%
COM
CI
0.18%
COM
LUV
0.17%
COM
SRE
0.17%
COM
SYY
0.16%
COM
AMLP
0.15%
ALERIAN MLP
CLX
0.14%
COM
COP
0.14%
COM
CELG
0.14%
COM
EFA
0.13%
MSCI EAFE ETF
NSC
0.13%
COM
MMM
0.13%
COM
VYM
0.13%
HIGH DIV YLD
PGR
0.12%
COM
FSIC
0.11%
COM
DUK
0.11%
COM NEW
XLV
0.1%
SBI HEALTHCARE
EMR
0.1%
COM
KLDW
0.1%
GAVEKAL KN DEV
MDT
0.09%
SHS
AMAT
0.08%
COM
ALL
0.08%
COM
VTI
0.08%
TOTAL STK MKT
ENB
0.08%
COM
MRK
0.08%
COM
GE
0.06%
COM
MBII
< 0.01%
COM
CVS
1.22%
COM
AGN
0.8%
SHS
WBA
0.56%
COM
GLD
0.22%
GOLD SHS
XLY
0.21%
SBI CONS DISCR
HSIC
0.21%
COM
UHAL
0.1%
COM
KMI
0.1%
COM
REGN
0.09%
COM
IYH
0.09%
US HLTHCARE ETF
RYH
0.08%
GUG S&P500EQWTHC
SPY
< 0.01%
PUT