0001085146-16-004007.txt : 20160721 0001085146-16-004007.hdr.sgml : 20160721 20160720193928 ACCESSION NUMBER: 0001085146-16-004007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160721 DATE AS OF CHANGE: 20160720 EFFECTIVENESS DATE: 20160721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Capital Planning Advisors, LLC CENTRAL INDEX KEY: 0001631941 IRS NUMBER: 462502263 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16407 FILM NUMBER: 161776297 BUSINESS ADDRESS: STREET 1: 601 UNIVERSITY AVENUE STREET 2: SUITE 175 CITY: SACRAMENTO STATE: CA ZIP: 95825 BUSINESS PHONE: (916) 286 7650 MAIL ADDRESS: STREET 1: 601 UNIVERSITY AVENUE STREET 2: SUITE 175 CITY: SACRAMENTO STATE: CA ZIP: 95825 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001631941 XXXXXXXX 06-30-2016 06-30-2016 false Capital Planning Advisors, LLC

601 UNIVERSITY AVENUE SUITE 175 SACRAMENTO CA 95825

13F HOLDINGS REPORT 028-16407 N Lawrence Hansen 916-286-7650 /s/ Lawrence Hansen Sacramento CA 07-20-2016 0 100 179688 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 2468 62793 SH SOLE 0 0 62793 ABBVIE INC COM 00287Y109 1194 19279 SH SOLE 0 0 19279 ALLERGAN PLC SHS G0177J108 590 2553 SH SOLE 0 0 2553 ALPHABET INC CAP STK CL A 02079K305 3946 5609 SH SOLE 0 0 5609 ALPHABET INC CAP STK CL C 02079K107 1635 2363 SH SOLE 0 0 2363 ALTRIA GROUP INC COM 02209S103 4836 70121 SH SOLE 0 0 70121 AMERICAN EXPRESS CO COM 025816109 1383 22769 SH SOLE 0 0 22769 APPLE INC COM 037833100 3173 33190 SH SOLE 0 0 33190 AT&T INC COM 00206R102 1651 38215 SH SOLE 0 0 38215 AUTOMATIC DATA PROCESSING IN COM 053015103 611 6646 SH SOLE 0 0 6646 BAXTER INTL INC COM 071813109 930 20556 SH SOLE 0 0 20556 BERKSHIRE HATHAWAY INC DEL CL A 084670108 651 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 772 5335 SH SOLE 0 0 5335 BP PLC SPONSORED ADR 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13048 FRANKLIN RES INC COM 354613101 1670 50042 SH SOLE 0 0 50042 FS INVT CORP COM 302635107 379 41932 SH SOLE 0 0 41932 GENERAL ELECTRIC CO COM 369604103 4258 135264 SH SOLE 0 0 135264 HOME DEPOT INC COM 437076102 565 4423 SH SOLE 0 0 4423 HONEYWELL INTL INC COM 438516106 721 6195 SH SOLE 0 0 6195 ILLINOIS TOOL WKS INC COM 452308109 256 2460 SH SOLE 0 0 2460 INTEL CORP COM 458140100 624 19015 SH SOLE 0 0 19015 ISHARES TR CORE S&P MCP ETF 464287507 5747 38467 SH SOLE 0 0 38467 ISHARES TR CORE S&P SCP ETF 464287804 2946 25351 SH SOLE 0 0 25351 ISHARES TR NASDQ BIOTEC ETF 464287556 246 954 SH SOLE 0 0 954 ISHARES TR RUS 1000 GRW ETF 464287614 7441 74146 SH SOLE 0 0 74146 ISHARES TR RUS 2000 GRW ETF 464287648 871 6346 SH SOLE 0 0 6346 ISHARES TR S&P MC 400GR ETF 464287606 1231 7282 SH SOLE 0 0 7282 ISHARES TR U.S. TECH ETF 464287721 1122 10656 SH SOLE 0 0 10656 ISHARES TR US HLTHCARE ETF 464287762 243 1638 SH SOLE 0 0 1638 JOHNSON & JOHNSON COM 478160104 6584 54280 SH SOLE 0 0 54280 KIMBERLY CLARK CORP COM 494368103 517 3764 SH SOLE 0 0 3764 LOCKHEED MARTIN CORP COM 539830109 411 1655 SH SOLE 0 0 1655 LOWES COS INC COM 548661107 663 8375 SH SOLE 0 0 8375 MARSH & MCLENNAN COS INC COM 571748102 334 4883 SH SOLE 0 0 4883 MCDONALDS CORP COM 580135101 451 3750 SH SOLE 0 0 3750 MERCK & CO INC COM 58933Y105 1451 25191 SH SOLE 0 0 25191 MICROSOFT CORP COM 594918104 4394 85863 SH SOLE 0 0 85863 MONDELEZ INTL INC CL A 609207105 216 4756 SH SOLE 0 0 4756 MYLAN N V SHS EURO N59465109 426 9845 SH SOLE 0 0 9845 NOVARTIS A G SPONSORED ADR 66987V109 475 5757 SH SOLE 0 0 5757 ORACLE CORP COM 68389X105 3780 92345 SH SOLE 0 0 92345 PARKER HANNIFIN CORP COM 701094104 373 3450 SH SOLE 0 0 3450 PENTAIR PLC SHS G7S00T104 321 5500 SH SOLE 0 0 5500 PEPSICO INC COM 713448108 995 9395 SH SOLE 0 0 9395 PFIZER INC COM 717081103 5178 147059 SH SOLE 0 0 147059 PHILIP MORRIS INTL INC COM 718172109 4888 48050 SH SOLE 0 0 48050 PIONEER NAT RES CO COM 723787107 515 3405 SH SOLE 0 0 3405 POWERSHARES 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