Compound Planning, Inc.
1,254 holdingsFiling period: 2026-06-30Current AUM: $3.91Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 506.2K | $146.5M | $174.0M | 4.45% | +31.5K | 2026-06-30 |
| 2 | IVV | iShares TR | 157.5K | $118.0M | $122.2M | 3.12% | +13.0K | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 245.3K | $86.7M | $79.0M | 2.02% | +1.4K | 2026-06-30 |
| 4 | INTF | iShares TR | 2.01M | $82.5M | $83.4M | 2.13% | +77.4K | 2026-06-30 |
| 5 | VEA | Vanguard Tax-Managed Fds | 1.13M | $80.8M | $79.8M | 2.04% | +45.4K | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 369.2K | $73.9M | $79.5M | 2.03% | +22.7K | 2026-06-30 |
| 7 | SCHG | Schwab Strategic TR | 2.09M | $70.9M | $74.6M | 1.91% | +69.1K | 2026-06-30 |
| 8 | SCHV | Schwab Strategic TR | 2.01M | $70.0M | $69.7M | 1.78% | +37.0K | 2026-06-30 |
| 9 | AVGO | Broadcom Inc | 167.8K | $63.4M | $59.0M | 1.51% | +34.5K | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 166.4K | $59.5M | $54.0M | 1.38% | -144 | 2026-06-30 |
| 11 | LRGF | iShares TR | 781.1K | $59.1M | $61.5M | 1.57% | +3.0K | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 220.6K | $52.6M | $56.2M | 1.44% | -5,042 | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 135.1K | $50.4M | $71.7M | 1.83% | +19.1K | 2026-06-30 |
| 14 | HOOD | Robinhood Mkts Inc | 480.0K | $48.1M | $43.9M | 1.12% | +1.6K | 2026-06-30 |
| 15 | BND | Vanguard BD Index Fds | 641.4K | $47.1M | $45.7M | 1.17% | -30,074 | 2026-06-30 |
| 16 | VUG | Vanguard Index Fds | 544.7K | $46.9M | $48.4M | 1.24% | +456.6K | 2026-06-30 |
| 17 | VWO | Vanguard Intl Equity Index F | 752.0K | $44.9M | $42.9M | 1.10% | +9.0K | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 74.0K | $41.7M | $45.3M | 1.16% | +5.0K | 2026-06-30 |
| 19 | VB | Vanguard Index Fds | 137.5K | $41.7M | $40.0M | 1.02% | +402 | 2026-06-30 |
| 20 | NFLT | Etfis Ser TR I | 1.64M | $37.6M | $36.3M | 0.93% | +162.2K | 2026-06-30 |
| 21 | VTV | Vanguard Index Fds | 166.1K | $36.2M | $37.7M | 0.96% | +13.0K | 2026-06-30 |
| 22 | COIN | Coinbase Global Inc | 244.9K | $35.8M | $39.8M | 1.02% | -2,028 | 2026-06-30 |
| 23 | AVEM | American Centy ETF TR | 353.8K | $34.1M | $31.6M | 0.81% | -14,520 | 2026-06-30 |
| 24 | IUSB | iShares TR | 720.8K | $33.3M | $32.2M | 0.82% | +87.4K | 2026-06-30 |
| 25 | IYW | iShares TR | 128.7K | $32.5M | $33.2M | 0.85% | -10,141 | 2026-06-30 |
← Scroll →
Page 1 of 51