0001790688-23-000005.txt : 20231023 0001790688-23-000005.hdr.sgml : 20231023 20231020185657 ACCESSION NUMBER: 0001790688-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231023 DATE AS OF CHANGE: 20231020 EFFECTIVENESS DATE: 20231023 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Capital Planning LLC CENTRAL INDEX KEY: 0001790688 IRS NUMBER: 464134688 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20982 FILM NUMBER: 231338018 BUSINESS ADDRESS: STREET 1: 10900 NE 4TH ST. STREET 2: SUITE 2300 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: 425-643-1800 MAIL ADDRESS: STREET 1: 10900 NE 4TH ST. STREET 2: SUITE 2300 CITY: BELLEVUE STATE: WA ZIP: 98004 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001790688 XXXXXXXX 09-30-2023 09-30-2023 Capital Planning LLC
10900 NE 4TH ST. SUITE 2300 BELLEVUE WA 98004
13F HOLDINGS REPORT 028-20982 000169470 801-79115 N
Michael D. Miller Chief Compliance Officer 425-643-1800 Michael D. Miller Bellevue WA 10-20-2023 0 72 253708315 false
INFORMATION TABLE 2 capitalplan3q23.xml Abbott Laboratories Common Stock 002824100 738094 7621 SH SOLE 0 0 7621 AbbVie Inc Common Stock 00287Y109 767659 5150 SH SOLE 0 0 5150 Agilent Technologies Inc Common Stock 00846U101 226883 2029 SH SOLE 0 0 2029 Apple Inc Common Stock 037833100 3813689 22275 SH SOLE 0 0 22275 Berkshire Hathaway Inc B Common Stock 084670702 525450 1500 SH SOLE 0 0 1500 Boeing Co Common Stock 097023105 11219316 58531 SH SOLE 0 0 58531 CAPITAL GROUP CORE PLUS INCM ETF Exchange Traded Fund 14020Y102 1839883 85576 SH SOLE 0 0 85576 Capital Group Dividend Value ETF Exchange Traded Fund 14020W106 1141053 42918 SH SOLE 0 0 42918 CAPITAL GROUP GLOBAL GRWT EQY ETF Exchange Traded Fund 14020X104 361146 15757 SH SOLE 0 0 15757 Capital Group Growth ETF Exchange Traded Fund 14020G101 1465003 59796 SH SOLE 0 0 59796 CAPITAL GROUP INTRTNL FOC EQY ETF Exchange Traded Fund 14019W109 1567650 72109 SH SOLE 0 0 72109 CAPITAL GROUP MUNICIPAL INC ETF Exchange Traded Fund 14020Y201 5171894 201241 SH SOLE 0 0 201241 CAPITAL GROUP U S MULTI SEC ETF Exchange Traded Fund 14020Y300 574517 22508 SH SOLE 0 0 22508 Core Alternative ETF Exchange Traded Fund 53656F847 1313208 47580 SH SOLE 0 0 47580 Costco Wholesale Corp Common Stock 22160K105 1479404 2619 SH SOLE 0 0 2619 Exxon Mobil Corp Common Stock 30231G102 242803 2065 SH SOLE 0 0 2065 Fidelity MSCI Information Tech ETF Exchange Traded Fund 316092808 1050929 8549 SH SOLE 0 0 8549 Fidelity Total Bond ETF Exchange Traded Fund 316188309 1857720 42502 SH SOLE 0 0 42502 First Trust TCWOpportunistic Fxd Inc ETF Exchange Traded Fund 33740F805 4800031 114137 SH SOLE 0 0 114137 FTI Consulting Inc Common Stock 302941109 2117191 11867 SH SOLE 0 0 11867 Hewlett Packard Enterprise Co Common Stock 42824C109 195258 11164 SH SOLE 0 0 11164 HP Inc Common Stock 40434L105 289845 11164 SH SOLE 0 0 11164 Invesco Fundamental Hi Yld Corp Bd ETF Exchange Traded Fund 46138E719 3732270 218517 SH SOLE 0 0 218517 Invesco QQQ Trust Exchange 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