Capasso Planning Partners

Capasso Planning Partners as of June 30, 2022

Portfolio Holdings for Capasso Planning Partners

Capasso Planning Partners holds 88 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 9.0 $13M 313k 40.80
Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.8 $11M 238k 46.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $8.1M 22k 377.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.7 $8.1M 106k 76.26
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 5.7 $8.0M 111k 72.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.7 $6.7M 83k 80.02
Spdr Ser Tr Portfli Intrmdit (SPTI) 4.6 $6.5M 219k 29.47
The Trade Desk Com Cl A (TTD) 3.5 $5.0M 119k 41.89
Apple (AAPL) 3.3 $4.6M 34k 136.71
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.0 $4.3M 42k 101.43
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.6 $3.7M 70k 52.03
Ishares Tr National Mun Etf (MUB) 2.5 $3.5M 33k 106.37
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.4 $3.4M 65k 52.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.2 $3.1M 37k 82.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $3.0M 42k 71.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $2.8M 8.0k 346.83
Ishares Tr Global Reit Etf (REET) 1.9 $2.7M 110k 24.18
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $2.5M 24k 104.67
Ishares Msci Frontier (FM) 1.7 $2.5M 92k 26.82
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.8M 9.8k 188.60
Ishares Tr Blackrock Ultra (ICSH) 1.1 $1.6M 31k 50.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $1.6M 37k 41.66
Johnson & Johnson (JNJ) 1.1 $1.5M 8.6k 177.57
West Pharmaceutical Services (WST) 1.0 $1.5M 4.8k 302.33
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.4M 6.1k 226.23
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.4M 15k 92.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 4.9k 272.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.2M 13k 91.09
Microsoft Corporation (MSFT) 0.8 $1.2M 4.6k 256.91
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.0M 5.7k 176.13
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $950k 19k 49.53
Plug Power Com New (PLUG) 0.7 $939k 57k 16.58
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $849k 27k 31.22
Ishares Tr Msci Eafe Etf (EFA) 0.5 $736k 12k 62.46
Coca-Cola Company (KO) 0.5 $712k 11k 62.88
RPM International (RPM) 0.5 $689k 8.8k 78.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $682k 17k 40.11
Amazon (AMZN) 0.5 $640k 6.0k 106.28
Alphabet Cap Stk Cl C (GOOG) 0.4 $629k 288.00 2184.03
Ishares Tr Core S&p500 Etf (IVV) 0.4 $591k 1.6k 379.33
Confluent Class A Com (CFLT) 0.4 $581k 25k 23.26
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $574k 10k 55.84
Spdr Gold Tr Gold Shs (GLD) 0.4 $574k 3.4k 168.53
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $568k 9.7k 58.84
Advanced Micro Devices (AMD) 0.4 $559k 7.3k 76.47
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $543k 6.5k 83.91
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $530k 8.4k 62.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $530k 11k 49.93
Tesla Motors (TSLA) 0.4 $519k 771.00 673.15
International Business Machines (IBM) 0.4 $513k 3.6k 141.13
Abbvie (ABBV) 0.4 $496k 3.2k 153.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $486k 1.7k 280.28
Qualcomm (QCOM) 0.3 $477k 3.7k 127.78
Abbott Laboratories (ABT) 0.3 $429k 3.9k 108.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $421k 8.2k 51.57
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.3 $412k 15k 27.93
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $404k 5.5k 73.63
Simon Property (SPG) 0.3 $390k 4.1k 95.01
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $382k 2.7k 143.34
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $369k 11k 32.79
Enterprise Products Partners (EPD) 0.2 $346k 14k 24.40
Ishares Tr Russell 2000 Etf (IWM) 0.2 $295k 1.7k 169.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $287k 6.4k 44.69
Deere & Company (DE) 0.2 $285k 951.00 299.68
Alphabet Cap Stk Cl A (GOOGL) 0.2 $277k 127.00 2181.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $265k 2.0k 129.46
Pfizer (PFE) 0.2 $257k 4.9k 52.37
Union Pacific Corporation (UNP) 0.2 $257k 1.2k 213.46
Ishares Esg Awr Msci Em (ESGE) 0.2 $252k 7.8k 32.34
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $248k 5.9k 42.22
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $247k 11k 23.19
Invesco Actively Managed Etf S&p500 Downsid (PHDG) 0.2 $245k 7.5k 32.64
Vanguard Index Fds Growth Etf (VUG) 0.2 $244k 1.1k 223.03
Exxon Mobil Corporation (XOM) 0.2 $232k 2.7k 85.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $232k 5.2k 44.26
MercadoLibre (MELI) 0.2 $228k 358.00 636.87
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $224k 1.7k 132.78
Ishares Tr Tips Bd Etf (TIP) 0.2 $221k 1.9k 113.80
Amplify Etf Tr Blackswan Grwt (SWAN) 0.1 $211k 7.8k 26.95
Vanguard World Fds Materials Etf (VAW) 0.1 $206k 1.3k 160.31
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $205k 3.0k 68.52
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $204k 2.3k 89.04
Verizon Communications (VZ) 0.1 $203k 4.0k 50.71
Fuelcell Energy (FCEL) 0.1 $190k 51k 3.76
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $175k 18k 10.00
Ballard Pwr Sys (BLDP) 0.1 $98k 16k 6.32
Lightbridge Corporation (LTBR) 0.0 $49k 11k 4.67
Acuityads Hldgs 0.0 $43k 16k 2.65