Capital Planning Advisors, LLC Buys BTC iShares Cohen & Steers REIT ETF, BTC iShares U.S. Technology ETF, BTC iShares S&P 500 Growth ETF, Sells iShares J.P. Morgan USD Emerging Markets Bond ETF, Intel Corp, Northrop Grumman Corp

• New Purchases: DKNG, HCAT, BA, IWM, YUM, MA, PAYC, DUK, VEU,
• Added Positions: ICF, IYW, KOMP, ARKG, GLDM, IVW, APD, DIS, DGRW, DHR, BX, SPLG, DG, ITW, AAPL, CHTR, NVDA, NFLX, HON, ENZL, BOND, TSLA, FIS, WCN, MTCH, CRM, NKE, SBUX, SPYG, SPEM, VTV, ATVI, BRK.B, UNP, PG, MCO, LHX, HD, VZ, TXN, SYY, LUV, PH, IAU, MCD, JPM, NSC, EW, LOW, WMT, PM,
• Reduced Positions: IWF, VUG, INTC, NOC, DOV, GOOGL, COST, CVS, IBM, MMC, TMO, JPST, VEEV, AON, AXP, VRTX, JNJ, ADBE, ORCL, CSCO, ADP, ABT, SPY, QQQ, FB, TMUS, LMT, ADSK, XLY, ROST, V, PFE, ZTS, CVX, ROP, MO, MRK, BAC, ACN, ICLR,
• Sold Out: EMB, DBX, BAX, DIA, USMV,

For the details of Capital Planning Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/capital+planning+advisors%2C+llc/current-portfolio/portfolio

1. SPDR S&P Kensho New Economies Composite ETF (KOMP) - 549,124 shares, 8.50% of the total portfolio. Shares added by 5.39%
2. BTC iShares Russell 1000 Growth ETF (IWF) - 125,819 shares, 8.15% of the total portfolio. Shares reduced by 4.65%
3. SPDR Gold MiniShares Trust (GLDM) - 1,255,577 shares, 6.39% of the total portfolio. Shares added by 3.41%
4. ARK Genomic Revolution ETF (ARKG) - 180,710 shares, 4.53% of the total portfolio. Shares added by 5.65%
5. Apple Inc (AAPL) - 119,800 shares, 4.27% of the total portfolio. Shares added by 1.80%

Capital Planning Advisors, LLC initiated holding in DraftKings Inc. The purchase prices were between $35.4 and $63.78, with an estimated average price of $47.39. The stock is now traded at around $63.160000. The impact to a portfolio due to this purchase was 0.2%. The holding were 16,352 shares as of 2020-12-31.

Capital Planning Advisors, LLC initiated holding in Health Catalyst Inc. The purchase prices were between $31.9 and $44.89, with an estimated average price of $36.89. The stock is now traded at around $50.850000. The impact to a portfolio due to this purchase was 0.17%. The holding were 14,870 shares as of 2020-12-31.

Capital Planning Advisors, LLC initiated holding in Boeing Co. The purchase prices were between $144.39 and $238.17, with an estimated average price of $192.61. The stock is now traded at around $210.640000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,501 shares as of 2020-12-31.

Capital Planning Advisors, LLC initiated holding in BTC iShares Russell 2000 ETF. The purchase prices were between $152.37 and $199.14, with an estimated average price of $174.93. The stock is now traded at around $218.620000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,250 shares as of 2020-12-31.

Capital Planning Advisors, LLC initiated holding in Yum Brands Inc. The purchase prices were between $91.92 and $109.78, with an estimated average price of $102.24. The stock is now traded at around $102.990000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,080 shares as of 2020-12-31.

Capital Planning Advisors, LLC initiated holding in Mastercard Inc. The purchase prices were between $288.64 and $356.94, with an estimated average price of $332.5. The stock is now traded at around $340.830000. The impact to a portfolio due to this purchase was 0.06%. The holding were 664 shares as of 2020-12-31.

Capital Planning Advisors, LLC added to a holding in BTC iShares Cohen & Steers REIT ETF by 103.58%. The purchase prices were between $48.78 and $55.11, with an estimated average price of $52.65. The stock is now traded at around $55.200000. The impact to a portfolio due to this purchase was 1.63%. The holding were 221,179 shares as of 2020-12-31.

Capital Planning Advisors, LLC added to a holding in BTC iShares U.S. Technology ETF by 287.96%. The purchase prices were between $73.08 and $85.83, with an estimated average price of $79.9. The stock is now traded at around $90.600000. The impact to a portfolio due to this purchase was 1.21%. The holding were 71,183 shares as of 2020-12-31.

Capital Planning Advisors, LLC added to a holding in BTC iShares S&P 500 Growth ETF by 300.00%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $66.320000. The impact to a portfolio due to this purchase was 0.2%. The holding were 15,272 shares as of 2020-12-31.

Capital Planning Advisors, LLC added to a holding in Air Products & Chemicals Inc by 44.93%. The purchase prices were between $263.87 and $312.67, with an estimated average price of $281.41. The stock is now traded at around $256.700000. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,593 shares as of 2020-12-31.

Capital Planning Advisors, LLC added to a holding in The Walt Disney Co by 30.59%. The purchase prices were between $118.47 and $181.18, with an estimated average price of $143.86. The stock is now traded at around $180.230000. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,136 shares as of 2020-12-31.

Capital Planning Advisors, LLC added to a holding in Danaher Corp by 75.03%. The purchase prices were between $212.5 and $245.46, with an estimated average price of $226.35. The stock is now traded at around $235.530000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,849 shares as of 2020-12-31.

Capital Planning Advisors, LLC sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $108.87 and $115.91, with an estimated average price of $112.56.

Capital Planning Advisors, LLC sold out a holding in Dropbox Inc. The sale prices were between $17.97 and $24.87, with an estimated average price of $20.38.

Capital Planning Advisors, LLC sold out a holding in Baxter International Inc. The sale prices were between $75.39 and $82.36, with an estimated average price of $79.2.

Capital Planning Advisors, LLC sold out a holding in SPDR Dow Jones Industrial Average ETF. The sale prices were between $263.85 and $305.66, with an estimated average price of $290.29.

Capital Planning Advisors, LLC sold out a holding in BTC iShares MSCI USA Min Vol Factor ETF. The sale prices were between $61.66 and $67.88, with an estimated average price of $65.89.