Capasso Planning Partners

Capasso Planning Partners as of March 31, 2025

Portfolio Holdings for Capasso Planning Partners

Capasso Planning Partners holds 99 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 22.2 $53M 95k 559.39
Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.3 $18M 257k 68.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.0 $14M 281k 50.83
Spdr Ser Tr Portfli Intrmdit (SPTI) 4.7 $11M 394k 28.58
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 4.5 $11M 137k 78.40
First Tr Exchange-traded First Tr Enh New (FTSM) 4.5 $11M 179k 59.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.6 $6.2M 104k 60.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $6.2M 76k 81.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $6.0M 73k 82.73
Apple (AAPL) 2.3 $5.4M 24k 222.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $4.4M 56k 78.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $4.0M 7.6k 532.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $4.0M 7.9k 513.94
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.5 $3.5M 50k 69.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $2.9M 103k 27.96
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 1.2 $2.8M 71k 38.85
Innovator Etfs Trust Uncapped Acclrtd (XUSP) 1.1 $2.7M 73k 37.34
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 1.1 $2.7M 67k 40.19
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 1.1 $2.7M 65k 41.47
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.7M 9.7k 274.85
Schwab Strategic Tr Fundamental Us L (FNDX) 1.1 $2.6M 109k 23.61
Ishares Tr Global Reit Etf (REET) 1.1 $2.5M 105k 24.26
Innovator Etfs Trust Innov Prm Inc 15 (LJAN) 1.0 $2.4M 100k 24.37
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $2.3M 12k 184.19
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.9 $2.1M 70k 29.69
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $1.8M 20k 91.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.7M 3.6k 468.98
Ishares Tr National Mun Etf (MUB) 0.7 $1.7M 16k 105.44
Abbvie (ABBV) 0.7 $1.6M 7.9k 209.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.6M 74k 22.08
Innovator Etfs Trust Hedged Nasdaq (QHDG) 0.7 $1.6M 63k 25.29
Microsoft Corporation (MSFT) 0.7 $1.6M 4.2k 375.39
Eli Lilly & Co. (LLY) 0.6 $1.5M 1.8k 826.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.4M 23k 58.35
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $1.3M 24k 54.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $1.2M 6.2k 193.03
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.5 $1.2M 29k 40.77
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.5 $1.2M 43k 27.54
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $1.1M 11k 103.47
Franklin Templeton Etf Tr High Yield Corp (FLHY) 0.5 $1.1M 47k 23.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.1M 56k 19.78
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.1M 3.7k 288.14
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.4 $1.0M 34k 30.79
Innovator Etfs Trust Us Small Cap 10 (RBUF) 0.4 $1.0M 39k 26.06
Amazon (AMZN) 0.4 $1.0M 5.4k 190.26
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.4 $1.0M 38k 26.11
Pacer Fds Tr Developed Mrkt (ICOW) 0.4 $955k 30k 31.41
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $830k 18k 46.81
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $817k 6.7k 121.90
Global X Fds Data Ctr & Digit (DTCR) 0.3 $788k 48k 16.26
Innovator Etfs Trust Equity Def Pro 2 (AOCT) 0.3 $781k 32k 24.83
Ishares Tr Eafe Value Etf (EFV) 0.3 $778k 13k 58.94
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $775k 7.4k 104.56
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.3 $759k 24k 31.38
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $753k 19k 39.69
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.3 $752k 31k 24.64
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $727k 6.2k 116.39
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $651k 3.4k 193.97
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $650k 8.0k 81.69
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.3 $649k 21k 30.36
Pacer Fds Tr Pacer Us Small (CALF) 0.3 $649k 17k 37.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $609k 3.3k 186.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $605k 5.7k 105.60
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $596k 7.6k 78.85
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.2 $558k 11k 51.72
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.2 $539k 11k 50.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $523k 9.2k 57.14
Chevron Corporation (CVX) 0.2 $503k 3.0k 167.29
Vanguard Index Fds Large Cap Etf (VV) 0.2 $498k 1.9k 257.03
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $475k 13k 35.66
NVIDIA Corporation (NVDA) 0.2 $467k 4.3k 108.39
Abbott Laboratories (ABT) 0.2 $441k 3.3k 132.64
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $427k 4.8k 88.00
Alphabet Cap Stk Cl A (GOOGL) 0.2 $425k 2.7k 154.65
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $408k 11k 38.34
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.2 $407k 13k 31.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $397k 8.1k 48.82
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.2 $393k 6.0k 65.09
Pacer Fds Tr Emrg Mkt Cash (ECOW) 0.2 $391k 19k 20.42
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.2 $374k 12k 30.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $353k 2.9k 122.00
Ishares Tr Core S&p500 Etf (IVV) 0.1 $326k 580.00 561.59
Ishares Tr Global Energ Etf (IXC) 0.1 $325k 7.7k 42.07
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $315k 7.2k 43.40
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $310k 2.3k 135.65
International Business Machines (IBM) 0.1 $299k 1.2k 248.66
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $290k 13k 23.06
Oracle Corporation (ORCL) 0.1 $285k 2.0k 139.82
Ishares Esg Awr Msci Em (ESGE) 0.1 $284k 8.1k 34.95
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.1 $240k 6.1k 39.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $239k 5.3k 45.26
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.1 $235k 6.4k 36.52
Costco Wholesale Corporation (COST) 0.1 $233k 246.00 945.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $230k 1.4k 166.00
Ishares Tr Core Msci Eafe (IEFA) 0.1 $221k 2.9k 75.65
Ishares Tr Select Divid Etf (DVY) 0.1 $221k 1.6k 134.30
Home Depot (HD) 0.1 $216k 590.00 366.14
Vanguard Index Fds Small Cp Etf (VB) 0.1 $210k 947.00 221.75
Procter & Gamble Company (PG) 0.1 $202k 1.2k 170.37