Chief Compliance Officer

0001172661-23-002271.txt : 20230515 0001172661-23-002271.hdr.sgml : 20230515 20230515155116 ACCESSION NUMBER: 0001172661-23-002271 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23921566 BUSINESS ADDRESS: STREET 1: 1420 ROCKY RIDGE DRIVE STREET 2: SUITE 140 CITY: ROSEVILLE STATE: CA ZIP: 95661 BUSINESS PHONE: (916) 286 7650 MAIL ADDRESS: STREET 1: 1420 ROCKY RIDGE DRIVE STREET 2: SUITE 140 CITY: ROSEVILLE STATE: CA ZIP: 95661 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001631941 XXXXXXXX 03-31-2023 03-31-2023 false Capital Planning Advisors, LLC

1420 Rocky Ridge Drive Suite 140 Roseville CA 95661

13F HOLDINGS REPORT 028-16407 000170266 801-79170 N Lawrence Hansen Chief Compliance Officer 916-286-7650 /s/ Lawrence Hansen Roseville CA 05-15-2023 0 124 470468640 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 4847686 47874 SH SOLE 0 0 47874 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 312046 1958 SH SOLE 0 0 1958 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2484832 8694 SH SOLE 0 0 8694 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 3057397 7934 SH SOLE 0 0 7934 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 243893 1763 SH SOLE 0 0 1763 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1133704 10901 SH SOLE 0 0 10901 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8315273 80163 SH SOLE 0 0 80163 AMAZON COM INC COM 023135106 BBG001S5PQL7 5911528 57232 SH SOLE 0 0 57232 AON PLC SHS CL A G0403H108 BBG00SSQFPR9 3535977 11215 SH SOLE 0 0 11215 APPLE INC COM 037833100 BBG001S5N8V8 17245297 104580 SH SOLE 0 0 104580 ARCHER DANIELS MIDLAND CO COM 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PORTFOLIO S&P500 78464A854 BBG001SPTB87 361221 7502 SH SOLE 0 0 7502 SPDR SER TR S&P INS ETF 78464A789 BBG001SPTB50 6079034 154447 SH SOLE 0 0 154447 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 BBG002XY88Z0 15081709 546835 SH SOLE 0 0 546835 SYSCO CORP COM 871829107 BBG001S5WJS8 302664 3919 SH SOLE 0 0 3919 TESLA INC COM 88160R101 BBG001SQKGD7 1317371 6350 SH SOLE 0 0 6350 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 3094152 16634 SH SOLE 0 0 16634 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 882856 3455 SH SOLE 0 0 3455 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 6122970 10623 SH SOLE 0 0 10623 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 339215 2342 SH SOLE 0 0 2342 UNION PAC CORP COM 907818108 BBG001S5X2M0 3439332 17089 SH SOLE 0 0 17089 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 5995276 12686 SH SOLE 0 0 12686 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 1921315 13763 SH SOLE 0 0 13763 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 4453668 17855 SH SOLE 0 0 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3696 ZOETIS INC CL A 98978V103 BBG0039320P7 2547031 15303 SH SOLE 0 0 15303