0001085146-21-002424.txt : 20210813
0001085146-21-002424.hdr.sgml : 20210813
20210812214731
ACCESSION NUMBER: 0001085146-21-002424
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210813
DATE AS OF CHANGE: 20210812
EFFECTIVENESS DATE: 20210813
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: 211169503
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
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false
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0001631941
XXXXXXXX
06-30-2021
06-30-2021
false
Capital Planning Advisors, LLC
601 UNIVERSITY AVENUE
SUITE 175
SACRAMENTO
CA
95825
13F HOLDINGS REPORT
028-16407
N
Lawrence Hansen
Chief Compliance Officer
916-286-7650
/s/ Lawrence Hansen
Sacramento
CA
08-12-2021
0
147
487454
false
INFORMATION TABLE
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INFORMATION TABLE
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COM
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ADOBE SYSTEMS INCORPORATED
COM
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7925
SH
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7925
AGILENT TECHNOLOGIES INC
COM
00846U101
244
1648
SH
SOLE
0
0
1648
AIR PRODS & CHEMS INC
COM
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9359
SH
SOLE
0
0
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ALPHABET INC
CAP STK CL A
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3644
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SOLE
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0
3644
ALPHABET INC
CAP STK CL C
02079K107
1499
598
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SOLE
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0
598
AMAZON COM INC
COM
023135106
10008
2909
SH
SOLE
0
0
2909
AMERICAN INTL GROUP INC
COM NEW
026874784
277
5813
SH
SOLE
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0
5813
AMGEN INC
COM
031162100
202
827
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AON PLC
SHS CL A
G0403H108
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8662
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APPLE INC
COM
037833100
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105947
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APPLIED MATLS INC
COM
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COM
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COM
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BK OF AMERICA CORP
COM
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BOEING CO
COM
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COM
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CHARLES RIV LABS INTL INC
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COM
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CISCO SYS INC
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COMCAST CORP NEW
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CONOCOPHILLIPS
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4754
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COSTCO WHSL CORP NEW
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CVS HEALTH CORP
COM
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DANAHER CORPORATION
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DEERE & CO
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COM
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DISNEY WALT CO
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DOLLAR GEN CORP NEW
COM
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DOLLAR TREE INC
COM
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DOVER CORP
COM
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DRAFTKINGS INC
COM CL A
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DUPONT DE NEMOURS INC
COM
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EATON VANCE TAX-MANAGED DIVE
COM
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EDWARDS LIFESCIENCES CORP
COM
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EMERSON ELEC CO
COM
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COM
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FACEBOOK INC
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HOME DEPOT INC
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HONEYWELL INTL INC
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ILLINOIS TOOL WKS INC
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LOWES COS INC
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MARSH & MCLENNAN COS INC
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MEDTRONIC PLC
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MICROSOFT CORP
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PARKER-HANNIFIN CORP
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PROCTER AND GAMBLE CO
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COM
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UNION PAC CORP
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CL A COM
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COM
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VISA INC
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COM
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WISDOMTREE TR
EM EX ST-OWNED
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COM
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ZOETIS INC
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