Capasso Planning Partners LLC 13F Holdings
CIK 0001911938 · Charleston, SC
As of Sep 30, 2025, Capasso Planning Partners LLC reported 69 positions worth
CIK 0001911938 · Charleston, SC
As of Sep 30, 2025, Capasso Planning Partners LLC reported 69 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 57,734 | $38.5M | 23.59% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 181,979 | 4.7M | 9.00% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 352,694 | 0.2M | 6.25% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 169,852 | 0.2M | 6.24% |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | FTSM | — | 156,115 | $9.4M | 5.74% |
| APPLE INC | AAPL | Technology | 28,647 | $7.3M | 4.47% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 81,208 | $7.2M | 4.41% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 66,310 | $5.5M | 3.37% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 58,772 | $4.9M | 3.03% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 59,594 | $4.5M | 2.74% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 127,665 | $4.3M | 2.62% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 38,204 | $3.1M | 1.87% |
| VANGUARD 500 INDEX FUND | VOO | — | 4,814 | $2.9M | 1.81% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,637 | $2.8M | 1.74% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 28,588 | $2.5M | 1.56% |
| FIRST TR EXCHNG TRADED FD VI | — | — | 61,676 | $2.0M | 1.23% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 71,433 | $2.0M | 1.20% |
| ISHARES GLOBAL REIT ETF | REET | — | 75,460 | .9M | 1.18% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 67,194 | .8M | 1.08% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 5,107 | .7M | 1.03% |
| ABBVIE INC | ABBV | Equity | 5,835 | .4M | 0.83% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 11,009 | .2M | 0.72% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,721 | .0M | 0.63% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 13,940 | $909.7K | 0.56% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 38,952 | $906.8K | 0.56% |