Capasso Planning Partners LLC
73 holdingsFiling period: 2026-03-31Current AUM: $202.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 52.4K | $34.1M | $39.1M | 19.28% | -3,328 | 2026-03-31 |
| 2 | SPTM | SPDR SERIES TRUST | 212.7K | $16.8M | $19.3M | 9.51% | +16.4K | 2026-03-31 |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 405.4K | $13.7M | $14.9M | 7.35% | +41.8K | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 195.3K | $12.5M | $13.8M | 6.80% | +11.9K | 2026-03-31 |
| 5 | SPTI | SPDR SERIES TRUST | 410.3K | $11.8M | $11.5M | 5.68% | +20.9K | 2026-03-31 |
| 6 | SLYV | SPDR SERIES TRUST | 99.2K | $9.4M | $10.8M | 5.30% | +7.5K | 2026-03-31 |
| 7 | FTSM | FIRST TR EXCHANGE-TRADED FD | 139.2K | $8.3M | $8.3M | 4.10% | +11.7K | 2026-03-31 |
| 8 | SHY | ISHARES TR | 74.7K | $6.2M | $6.1M | 3.02% | +3.5K | 2026-03-31 |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 66.2K | $5.5M | $5.4M | 2.65% | +2.5K | 2026-03-31 |
| 10 | AVEM | AMERICAN CENTY ETF TR | 65.3K | $5.3M | $5.8M | 2.88% | +2.5K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 20.6K | $5.2M | $6.4M | 3.14% | -127 | 2026-03-31 |
| 12 | VTI | VANGUARD INDEX FDS | 14.8K | $4.8M | $5.5M | 2.69% | +170 | 2026-03-31 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | 41.5K | $3.3M | $3.3M | 1.61% | +1.2K | 2026-03-31 |
| 14 | MUB | ISHARES TR | 30.2K | $3.2M | $3.2M | 1.57% | -2,344 | 2026-03-31 |
| 15 | AVDV | AMERICAN CENTY ETF TR | 31.5K | $3.1M | $3.3M | 1.62% | +946 | 2026-03-31 |
| 16 | VOO | VANGUARD INDEX FDS | 4.5K | $2.7M | $3.1M | 1.51% | -63 | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.1K | $2.4M | $2.4M | 1.20% | -102 | 2026-03-31 |
| 18 | DECM | FIRST TR EXCHNG TRADED FD VI | 74.4K | $2.4M | $2.5M | 1.24% | -- | 2026-03-31 |
| 19 | REET | ISHARES TR | 92.9K | $2.3M | $2.6M | 1.30% | +7.6K | 2026-03-31 |
| 20 | STIP | ISHARES TR | 18.9K | $2.0M | $1.9M | 0.95% | +18 | 2026-03-31 |
| 21 | SCHD | SCHWAB STRATEGIC TR | 53.0K | $1.6M | $1.8M | 0.87% | -4,914 | 2026-03-31 |
| 22 | FNDX | SCHWAB STRATEGIC TR | 52.0K | $1.4M | $1.7M | 0.81% | -4,652 | 2026-03-31 |
| 23 | MARM | FIRST TR EXCHNG TRADED FD VI | 37.8K | $1.3M | $1.3M | 0.64% | -- | 2026-03-31 |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | 20.8K | $1.2M | $1.2M | 0.59% | +12.3K | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 5.0K | $1.1M | $1.2M | 0.62% | -2,541 | 2026-03-31 |
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