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Lawrence Hansen

@Capital Planning Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$647.518MTotal holdings137
Assets growth rate-2.23%Assets growth rate (2-Q avg)5.55%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Planning Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Capital Planning Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 647.518M in assets, with a quarterly growth rate of -2.23% and a 2-quarter average growth rate of 5.55%. The portfolio is managed by Lawrence Hansen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVWIshares Tr
Recent Activity
Decreased -4.51%
0.15%
$965,246
9,507 shares@ $101.54 avg price
EFAIshares Tr
Recent Activity
0.15%
$908,454
12,015 shares@ $75.61 avg price
ITOTIshares Tr
Recent Activity
0.13%
$813,779
6,327 shares@ $128.63 avg price
VTIVanguard Index Fds
Recent Activity
0.13%
$804,223
2,775 shares@ $289.82 avg price
ICFIshares Tr
Recent Activity
Decreased -29.53%
0.13%
$790,792
13,123 shares@ $60.27 avg price
IVEIshares Tr
Recent Activity
Decreased -5.3%
0.12%
$749,777
3,928 shares@ $190.89 avg price
BACBank America Corp
Recent Activity
Increased 0.24%
0.12%
$744,689
16,944 shares@ $43.96 avg price
VYMVanguard Whitehall Fds
Recent Activity
0.11%
$693,707
5,437 shares@ $127.6 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 12.63%
0.11%
$687,826
15,312 shares@ $44.93 avg price
IJRIshares Tr
Recent Activity
Decreased -10.19%
0.11%
$673,922
5,849 shares@ $115.23 avg price