Compound Planning, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Compound Planning, Inc. | Institutional Filer | ▼ 8.20% | $3.07B | 1194 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1194)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 144K | $94.4M | 3.08% |
| 2 | INTF | ISHARES TR | — | 1.9M | $75.4M | 2.46% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.1M | $69.8M | 2.27% |
| 4 | NVDA | NVIDIA Corporation | Technology | 346K | $60.4M | 1.97% |
| 5 | SCHV | SCHWAB STRATEGIC TR | — | 2.0M | $60.2M | 1.96% |
| 6 | SCHG | SCHWAB STRATEGIC TR | — | 2.0M | $59.0M | 1.92% |
| 7 | LRGF | ISHARES TR | — | 778K | $51.4M | 1.67% |
| 8 | BND | VANGUARD BD INDEX FDS | — | 672K | $49.5M | 1.61% |
| 9 | GOOGL | Alphabet Inc. | Technology | 167K | $47.9M | 1.56% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 226K | $47.0M | 1.53% |
| 11 | COIN | Coinbase Global, Inc. | Financial Services | 247K | $43.1M | 1.41% |
| 12 | MSFT | Microsoft Corporation | Technology | 116K | $42.9M | 1.40% |
| 13 | AVGO | Broadcom Inc. | Technology | 133K | $41.2M | 1.34% |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | — | 743K | $40.2M | 1.31% |
| 15 | META | Meta Platforms, Inc. | Technology | 69K | $39.5M | 1.29% |
Showing 1 to 15 of 1000 holdings