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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Capital Planning Advisors, LLC INSTITUTION : Capital Planning Advisors, LLC
Capital Planning Advisors, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-05) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (RUS 1000 GRW ETF) IWF 20,162,000 126,303 5.86%
WORLD GOLD TR    (SPDR GLD MINIS) 15,756,000 1,071,806 4.58%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 15,664,000 310,636 4.55%
ISHARES TR    (MSCI EMG MKT ETF) EEM 15,481,000 378,789 4.50%
ISHARES TR    (CORE S&P MCP ETF) IJH 14,336,000 74,194 4.17%
WISDOMTREE TR    (FLOATNG RAT TREA) USFR 12,495,000 498,817 3.63%
ISHARES TR    (CORE S&P SCP ETF) IJR 11,649,000 149,658 3.39%
ISHARES TR    (JPMORGAN USD EMG) EMB 11,606,000 102,388 3.37%
ISHARES TR    (COHEN STEER REIT) ICF 9,208,000 76,723 2.67%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 9,015,000 54,215 2.62%
SPDR SERIES TRUST    (S&P KENSHO NEW) 8,078,000 243,596 2.35%
MICROSOFT CORP    (COM) MSFT 7,698,000 55,366 2.24%
EXCHANGE LISTED FDS TR    (KNLDG LD WD ETF) 7,006,000 207,664 2.03%
APPLE INC    (COM) AAPL 6,528,000 29,147 1.89%
VANGUARD INDEX FDS    (VALUE ETF) VTV 6,345,000 56,845 1.84%
ALPHABET INC    (CAP STK CL A) GOOGL 5,636,000 4,615 1.64%
VISA INC    (COM CL A) V 4,981,000 28,957 1.44%
COSTCO WHSL CORP NEW    (COM) COST 4,865,000 16,887 1.41%
JOHNSON & JOHNSON    (COM) JNJ 4,759,000 36,783 1.38%
ABBOTT LABS    (COM) ABT 4,597,000 54,940 1.33%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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