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  Name: Capital Planning Advisors LLC
  City: SACRAMENTO
  State: CA
  Zip: 95825
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $528,933,000
  Total Value Change : $49,700,000
  Securities Held Change : 14
   
All Securities Held : 135
  New Positions : 12
  Closed Positions : 1
  Increased Positions : 55
  Unchanged Positions : 13
  Decreased Positions : 55

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 2 New $0.00 $34,336,000 1,490,263 6.49% 34,336,000 1,490,263 0.017    N/A
   (HELO)1 Year Chart         HELO Jpmorgan Hedged Equity Ladd... 65 New $0.00 $1,379,000 26,076 0.26% 1,379,000 26,076 0.29    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 77 New $72.11 $772,000 10,498 0.15% 772,000 10,498 0.001    Closed - End Fund - E...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 85 New $116.55 $666,000 6,327 0.13% 666,000 6,327 0.002    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 95 New $36.59 $553,000 16,253 0.1% 553,000 16,253 0.002    Closed - End Fund - E...
   (VTHR)1 Year Chart         VTHR Vangard Russell 3000 114 New $235.55 $307,000 1,441 0.06% 307,000 1,441 0.031    N/A
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 116 New $58.13 $279,000 4,710 0.05% 279,000 4,710 0.001    Closed - End Fund - Debt
   (A)1 Year Chart         A Agilent Technologies Inc 123 New $154.08 $227,000 1,635 0.04% 227,000 1,635 0.001    Scientific & Technica...
   (CRL)1 Year Chart         CRL Charles River Laboratories ... 125 New $232.56 $222,000 939 0.04% 222,000 939 0.002    Biotechnology
   (AMGN)1 Year Chart         AMGN Amgen Inc 130 New $319.04 $213,000 740 0.04% 213,000 740 0    Biotechnology
   (NFLX)1 Year Chart         NFLX Netflix Inc 133 New $613.52 $207,000 426 0.04% 207,000 426 0    Music & Video Stores
   (TV)1 Year Chart         TV Grupo Televisa S.A. (ADR) 135 New $3.32 $40,000 11,940 0.01% 40,000 11,940 0.002    Broadcasting - TV
      12 Records Found
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