0001085146-21-000445.txt : 20210204 0001085146-21-000445.hdr.sgml : 20210204 20210204145732 ACCESSION NUMBER: 0001085146-21-000445 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210204 DATE AS OF CHANGE: 20210204 EFFECTIVENESS DATE: 20210204 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: 21590725 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 12-31-2020 12-31-2020 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 02-03-2021 0 126 406949 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 6022 55000 SH SOLE 0 0 55000 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1893 7246 SH SOLE 0 0 7246 ACTIVISION BLIZZARD INC COM 00507V109 2583 27821 SH SOLE 0 0 27821 ADOBE SYSTEMS INCORPORATED COM 00724F101 4550 9097 SH SOLE 0 0 9097 AIR PRODS & CHEMS INC COM 009158106 1801 6593 SH SOLE 0 0 6593 ALPHABET INC CAP STK CL A 02079K305 7407 4226 SH SOLE 0 0 4226 ALPHABET INC CAP STK CL C 02079K107 1295 739 SH SOLE 0 0 739 ALTRIA GROUP INC COM 02209S103 220 5375 SH SOLE 0 0 5375 AMAZON COM INC COM 023135106 8499 2609 SH SOLE 0 0 2609 AMERICAN EXPRESS CO COM 025816109 435 3595 SH SOLE 0 0 3595 AON PLC SHS CL A G0403H108 1287 6093 SH SOLE 0 0 6093 APPLE INC COM 037833100 15896 119800 SH SOLE 0 0 119800 ARK ETF TR FINTECH INNOVA 00214Q708 11338 228089 SH SOLE 0 0 228089 ARK ETF TR GENOMIC REV ETF 00214Q302 16853 180710 SH SOLE 0 0 180710 AUTODESK INC COM 052769106 4079 13357 SH SOLE 0 0 13357 AUTOMATIC DATA PROCESSING IN COM 053015103 953 5406 SH SOLE 0 0 5406 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1739 5 SH SOLE 0 0 5 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 618 2667 SH SOLE 0 0 2667 BK OF AMERICA CORP COM 060505104 339 11170 SH SOLE 0 0 11170 BLACKSTONE GROUP INC COM CL A 09260D107 1524 23511 SH SOLE 0 0 23511 BOEING CO COM 097023105 535 2501 SH SOLE 0 0 2501 CHARLES RIV LABS INTL INC COM 159864107 227 910 SH SOLE 0 0 910 CHARTER COMMUNICATIONS INC N CL A 16119P108 640 967 SH SOLE 0 0 967 CHEVRON CORP NEW COM 166764100 2091 24766 SH SOLE 0 0 24766 CIGNA CORP NEW COM 125523100 520 2500 SH SOLE 0 0 2500 CISCO SYS INC COM 17275R102 857 19142 SH SOLE 0 0 19142 COSTCO WHSL CORP NEW COM 22160K105 5760 15287 SH SOLE 0 0 15287 CVS HEALTH CORP COM 126650100 1996 29225 SH SOLE 0 0 29225 DANAHER CORPORATION COM 235851102 855 3849 SH SOLE 0 0 3849 DEERE & CO COM 244199105 866 3220 SH SOLE 0 0 3220 DISNEY WALT CO COM 254687106 2199 12136 SH SOLE 0 0 12136 DOLLAR GEN CORP NEW COM 256677105 742 3529 SH SOLE 0 0 3529 DOVER CORP COM 260003108 1325 10497 SH SOLE 0 0 10497 DRAFTKINGS INC COM CL A 26142R104 761 16352 SH SOLE 0 0 16352 DUKE ENERGY CORP NEW COM NEW 26441C204 201 2195 SH SOLE 0 0 2195 EDWARDS LIFESCIENCES CORP COM 28176E108 899 9858 SH SOLE 0 0 9858 FACEBOOK INC CL A 30303M102 6206 22720 SH SOLE 0 0 22720 FIDELITY NATL INFORMATION SV COM 31620M106 1493 10553 SH SOLE 0 0 10553 HEALTH CATALYST INC COM 42225T107 647 14870 SH SOLE 0 0 14870 HOME DEPOT INC COM 437076102 1797 6764 SH SOLE 0 0 6764 HONEYWELL INTL INC COM 438516106 4641 21819 SH SOLE 0 0 21819 ICON PLC SHS G4705A100 242 1243 SH SOLE 0 0 1243 ILLINOIS TOOL WKS INC COM 452308109 2044 10024 SH SOLE 0 0 10024 INTEL CORP COM 458140100 1013 20326 SH SOLE 0 0 20326 INTERNATIONAL BUSINESS MACHS COM 459200101 1764 14015 SH SOLE 0 0 14015 INVESCO QQQ TR UNIT SER 1 46090E103 2539 8093 SH SOLE 0 0 8093 INVESTMENT MANAGERS SER TR KNWLDL LD ETF 46143U849 10980 259504 SH SOLE 0 0 259504 ISHARES GOLD TRUST ISHARES 464285105 483 26643 SH SOLE 0 0 26643 ISHARES TR COHEN STEER REIT 464287564 11917 221179 SH SOLE 0 0 221179 ISHARES TR CORE S&P MCP ETF 464287507 250 1086 SH SOLE 0 0 1086 ISHARES TR NEW ZEALAND ETF 464289123 6350 93283 SH SOLE 0 0 93283 ISHARES TR RUS 1000 GRW ETF 464287614 30340 125819 SH SOLE 0 0 125819 ISHARES TR RUSSELL 2000 ETF 464287655 245 1250 SH SOLE 0 0 1250 ISHARES TR S&P 500 GRWT ETF 464287309 975 15272 SH SOLE 0 0 15272 ISHARES TR S&P 500 VAL ETF 464287408 700 5470 SH SOLE 0 0 5470 ISHARES TR SHRT NAT MUN ETF 464288158 204 1885 SH SOLE 0 0 1885 ISHARES TR U.S. TECH ETF 464287721 6056 71183 SH SOLE 0 0 71183 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 937 18452 SH SOLE 0 0 18452 JOHNSON & JOHNSON COM 478160104 5756 36572 SH SOLE 0 0 36572 JPMORGAN CHASE & CO COM 46625H100 2738 21550 SH SOLE 0 0 21550 L3HARRIS TECHNOLOGIES INC COM 502431109 1495 7909 SH SOLE 0 0 7909 LEGG MASON ETF INVT TR WESTN ASET TTL 52468L810 1269 44959 SH SOLE 0 0 44959 LOCKHEED MARTIN CORP COM 539830109 779 2195 SH SOLE 0 0 2195 LOWES COS INC COM 548661107 312 1942 SH SOLE 0 0 1942 MARSH & MCLENNAN COS INC COM 571748102 1888 16137 SH SOLE 0 0 16137 MASTERCARD INCORPORATED CL A 57636Q104 237 664 SH SOLE 0 0 664 MATCH GROUP INC NEW COM 57667L107 2837 18767 SH SOLE 0 0 18767 MCDONALDS CORP COM 580135101 392 1825 SH SOLE 0 0 1825 MEDTRONIC PLC SHS G5960L103 352 3005 SH SOLE 0 0 3005 MERCK & CO. 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