0001911938-22-000010.txt : 20221109 0001911938-22-000010.hdr.sgml : 20221109 20221109162816 ACCESSION NUMBER: 0001911938-22-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Capasso Planning Partners LLC CENTRAL INDEX KEY: 0001911938 IRS NUMBER: 824055015 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22271 FILM NUMBER: 221373088 BUSINESS ADDRESS: STREET 1: 635 EAST BAY STREET STREET 2: SUITE C CITY: CHARLESTON STATE: SC ZIP: 29403 BUSINESS PHONE: 843-608-8487 MAIL ADDRESS: STREET 1: 635 EAST BAY STREET STREET 2: SUITE C CITY: CHARLESTON STATE: SC ZIP: 29403 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001911938 XXXXXXXX 09-30-2022 09-30-2022 false Capasso Planning Partners LLC

635 East Bay Street Suite C Charleston SC 29403

13F HOLDINGS REPORT 028-22271 N Charlie Capasso 843-608-8487 Charlie Capasso Charleston SC 11-09-2022 0 90 143304 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 389 4023 SH SOLE 4023 0 0 ABBVIE INC COM 00287Y109 433 3229 SH SOLE 3229 0 0 ACUITYADS HLDGS INC COM 00510L106 43 16250 SH SOLE 16250 0 0 ADVANCED MICRO DEVICES INC COM 007903107 464 7316 SH SOLE 7316 0 0 ALPHABET INC CAP STK CL A 02079K305 259 2711 SH SOLE 2711 0 0 ALPHABET INC CAP STK CL C 02079K107 558 5802 SH SOLE 5802 0 0 AMAZON COM INC COM 023135106 695 6152 SH SOLE 6152 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3205 69787 SH SOLE 69787 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 3316 69810 SH SOLE 69810 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 342 5171 SH SOLE 5171 0 0 APPLE INC COM 037833100 4727 34204 SH SOLE 34204 0 0 BALLARD PWR SYS INC NEW COM 058586108 162 26500 SH SOLE 26500 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1303 4878 SH SOLE 4878 0 0 CHEVRON CORP NEW COM 166764100 257 1792 SH SOLE 1792 0 0 COCA COLA CO COM 191216100 635 11331 SH SOLE 11331 0 0 CONFLUENT INC CLASS A COM 20717M103 594 24982 SH SOLE 24982 0 0 DEERE & CO COM 244199105 309 925 SH SOLE 925 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 193 17500 SH SOLE 17500 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 337 14179 SH SOLE 14179 0 0 EXXON MOBIL CORP COM 30231G102 244 2794 SH SOLE 2794 0 0 FUELCELL ENERGY INC COM 35952H601 85 25000 SH SOLE 25000 0 0 HOME DEPOT INC COM 437076102 202 732 SH SOLE 732 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 435 3660 SH SOLE 3660 0 0 INVESCO DB US DLR INDEX TR BULLISH FD 46141D203 1730 57370 SH SOLE 57370 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 479 1793 SH SOLE 1793 0 0 ISHARES INC MSCI FRONTIER 464286145 2118 87001 SH SOLE 87001 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 224 8110 SH SOLE 8110 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 3905 40628 SH SOLE 40628 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 2282 107265 SH SOLE 107265 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1253 5713 SH SOLE 5713 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1157 13268 SH SOLE 13268 0 0 ISHARES TR NATIONAL MUN ETF 464288414 3333 32495 SH SOLE 32495 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 2994 29164 SH SOLE 29164 0 0 ISHARES TR MSCI EAFE ETF 464287465 660 11784 SH SOLE 11784 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 606 17372 SH SOLE 17372 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 1365 27304 SH SOLE 27304 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 938 19028 SH SOLE 19028 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 813 16838 SH SOLE 16838 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 648 6753 SH SOLE 6753 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 492 8760 SH SOLE 8760 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 530 6675 SH SOLE 6675 0 0 ISHARES TR ESG AWRE USD ETF 46435G193 258 11823 SH SOLE 11823 0 0 ISHARES TR CORE MSCI EAFE 46432F842 348 6609 SH SOLE 6609 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 422 2560 SH SOLE 2560 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1080 13304 SH SOLE 13304 0 0 ISHARES TR CORE S&P500 ETF 464287200 238 665 SH SOLE 665 0 0 ISHARES TR TIPS BD ETF 464287176 200 1910 SH SOLE 1910 0 0 JOHNSON & JOHNSON COM 478160104 1427 8737 SH SOLE 8737 0 0 LIGHTBRIDGE CORP COM 53224K302 71 15500 SH SOLE 15500 0 0 MERCADOLIBRE INC COM 58733R102 296 358 SH SOLE 358 0 0 MICROSOFT CORP COM 594918104 1110 4768 SH SOLE 4768 0 0 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 372 11604 SH SOLE 11604 0 0 PFIZER INC COM 717081103 232 5306 SH SOLE 5306 0 0 PLUG POWER INC COM NEW 72919P202 2317 110280 SH SOLE 110280 0 0 PROSPECT CAP CORP COM 74348T102 62 10000 SH SOLE 10000 0 0 RPM INTL INC COM 749685103 641 7700 SH SOLE 7700 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3017 45421 SH SOLE 45421 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 823 29644 SH SOLE 29644 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1447 51446 SH SOLE 51446 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 733 17305 SH SOLE 17305 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 220 5243 SH SOLE 5243 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 372 5475 SH SOLE 5475 0 0 SIMON PPTY GROUP INC NEW COM 828806109 208 2320 SH SOLE 2320 0 0 SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY INTERST 82889N855 219 3206 SH SOLE 3206 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 14572 40798 SH SOLE 40798 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 10365 234975 SH SOLE 234975 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 7333 109220 SH SOLE 109220 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 5378 191200 SH SOLE 191200 0 0 SPDR SER TR PORTFLI TIPS ETF 78464A656 328 12934 SH SOLE 12934 0 0 TESLA INC COM 88160R101 633 2386 SH SOLE 2386 0 0 THE TRADE DESK INC COM CL A 88339J105 5747 96180 SH SOLE 96180 0 0 UNION PAC CORP COM 907818108 239 1226 SH SOLE 1226 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 363 2924 SH SOLE 2924 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 439 6148 SH SOLE 6148 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2280 47778 SH SOLE 47778 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2517 7667 SH SOLE 7667 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1016 5943 SH SOLE 5943 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2639 14704 SH SOLE 14704 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1160 14474 SH SOLE 14474 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 564 3930 SH SOLE 3930 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 250 2051 SH SOLE 2051 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 235 1098 SH SOLE 1098 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1541 42219 SH SOLE 42219 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1780 36966 SH SOLE 36966 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5149 68034 SH SOLE 68034 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6351 85495 SH SOLE 85495 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 369 2731 SH SOLE 2731 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 374 8164 SH SOLE 8164 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9660 265686 SH SOLE 265686 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1195 4857 SH SOLE 4857 0 0