Capasso Planning Partners

Capasso Planning Partners as of June 30, 2025

Portfolio Holdings for Capasso Planning Partners

Capasso Planning Partners holds 83 positions in its portfolio as reported in the June 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) 26.1 $46M 75k 617.85
Spdr Series Trust Portfoli S&p1500 (SPTM) 7.5 $13M 176k 74.89
First Tr Exchange-traded First Tr Enh New (FTSM) 6.8 $12M 200k 59.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.7 $10M 176k 57.01
Spdr Series Trust Portfli Intrmdit (SPTI) 5.4 $9.6M 332k 28.77
Spdr Series Trust S&p 600 Smcp Val (SLYV) 3.5 $6.2M 77k 79.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.8 $4.9M 59k 82.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $4.9M 59k 82.92
Apple (AAPL) 2.6 $4.5M 22k 205.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.4 $4.2M 61k 68.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $3.5M 6.2k 568.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $3.2M 40k 79.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $3.2M 6.5k 485.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $2.2M 85k 26.50
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.2 $2.2M 27k 79.28
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.2 $2.1M 68k 31.80
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $2.1M 23k 88.25
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 1.1 $2.0M 62k 32.12
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.9M 6.2k 303.95
Schwab Strategic Tr Fundamental Us L (FNDX) 1.1 $1.9M 77k 24.54
Ishares Tr Global Reit Etf (REET) 1.1 $1.9M 76k 24.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.3M 55k 24.44
Ishares Tr National Mun Etf (MUB) 0.7 $1.3M 13k 104.48
Abbvie (ABBV) 0.7 $1.3M 6.9k 185.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.1M 2.0k 551.66
Eli Lilly & Co. (LLY) 0.6 $1.1M 1.4k 779.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.1M 18k 62.02
Amazon (AMZN) 0.6 $1.1M 5.0k 219.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.0M 46k 22.10
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $1.0M 7.8k 128.60
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $999k 9.7k 102.91
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $978k 16k 61.21
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.5 $925k 22k 42.55
Microsoft Corporation (MSFT) 0.5 $925k 1.9k 497.50
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $912k 6.7k 135.30
Innovator Etfs Trust Equity Def Pro 2 (AOCT) 0.4 $793k 31k 25.71
Franklin Templeton Etf Tr High Yield Corp (FLHY) 0.4 $786k 32k 24.35
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $785k 7.2k 109.29
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $770k 14k 55.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $735k 8.2k 89.22
Pacer Fds Tr Developed Mrkt (ICOW) 0.4 $722k 21k 34.03
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.4 $692k 26k 26.54
NVIDIA Corporation (NVDA) 0.4 $686k 4.3k 158.00
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.4 $672k 21k 31.43
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.3 $613k 18k 35.11
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $594k 14k 43.22
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $546k 5.1k 106.34
Pacer Fds Tr Us Small Cap Cas (CALF) 0.3 $495k 12k 39.81
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $457k 11k 40.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $454k 8.0k 56.85
Abbott Laboratories (ABT) 0.3 $451k 3.3k 136.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $445k 5.7k 77.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $440k 2.3k 195.03
Proshares Tr Short S&p 500 Ne (SH) 0.2 $428k 11k 39.68
Alphabet Cap Stk Cl A (GOOGL) 0.2 $426k 2.4k 176.19
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.2 $403k 16k 24.81
Chevron Corporation (CVX) 0.2 $377k 2.6k 143.19
Innovator Etfs Trust Innov Prm Inc 15 (LJAN) 0.2 $358k 15k 24.59
International Business Machines (IBM) 0.2 $353k 1.2k 294.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $351k 1.2k 304.83
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.2 $337k 7.2k 46.67
Ishares Esg Awr Msci Em (ESGE) 0.2 $334k 8.5k 39.17
Pacer Fds Tr Emrg Mkt Cash (ECOW) 0.2 $320k 15k 22.08
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $315k 1.5k 204.72
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $304k 1.3k 226.49
Oracle Corporation (ORCL) 0.2 $303k 1.4k 218.70
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $301k 6.9k 43.85
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $297k 6.7k 44.05
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $295k 7.1k 41.30
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $293k 13k 23.23
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $265k 2.0k 135.69
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $256k 2.7k 93.81
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.1 $256k 6.1k 41.76
Costco Wholesale Corporation (COST) 0.1 $244k 246.00 990.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $238k 4.8k 49.46
Innovator Etfs Trust Uncapped Acclrtd (XUSP) 0.1 $226k 5.4k 42.06
Eaton Corp SHS (ETN) 0.1 $224k 628.00 356.99
Ishares Tr Global Energ Etf (IXC) 0.1 $219k 5.6k 39.29
Home Depot (HD) 0.1 $216k 588.00 366.48
Palo Alto Networks (PANW) 0.1 $212k 1.0k 204.64
Alphabet Cap Stk Cl C (GOOG) 0.1 $209k 1.2k 177.40
Ishares Tr Core S&p500 Etf (IVV) 0.1 $206k 332.00 620.90
Innovator Etfs Trust Hedged Nasdaq (QHDG) 0.1 $205k 7.5k 27.24