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 | $167.7M | 4.29% | +31.5K | 2026-06-30 |
| 2 | IVV | ISHARES TR | 157.5K | $118.0M | $119.5M | 3.06% | +13.0K | 2026-06-30 |
| 3 | GOOG | ALPHABET INC | 245.3K | $86.7M | $83.8M | 2.14% | +1.4K | 2026-06-30 |
| 4 | INTF | ISHARES TR | 2.01M | $82.5M | $85.1M | 2.18% | +77.4K | 2026-06-30 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 1.13M | $80.8M | $81.1M | 2.08% | +45.4K | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 369.2K | $73.9M | $78.3M | 2.00% | +22.7K | 2026-06-30 |
| 7 | SCHG | SCHWAB STRATEGIC TR | 2.09M | $70.9M | $73.3M | 1.88% | +69.1K | 2026-06-30 |
| 8 | SCHV | SCHWAB STRATEGIC TR | 2.01M | $70.0M | $68.6M | 1.76% | +37.0K | 2026-06-30 |
| 9 | AVGO | BROADCOM INC | 167.8K | $63.4M | $56.9M | 1.46% | +34.5K | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 166.4K | $59.5M | $57.4M | 1.47% | -144 | 2026-06-30 |
| 11 | LRGF | ISHARES TR | 781.1K | $59.1M | $60.3M | 1.54% | +3.0K | 2026-06-30 |
| 12 | AMZN | AMAZON COM INC | 220.6K | $52.6M | $54.8M | 1.40% | -5,042 | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 135.1K | $50.4M | $67.1M | 1.72% | +19.1K | 2026-06-30 |
| 14 | HOOD | ROBINHOOD MKTS INC | 480.0K | $48.1M | $53.0M | 1.36% | +1.6K | 2026-06-30 |
| 15 | BND | VANGUARD BD INDEX FDS | 641.4K | $47.1M | $45.6M | 1.17% | -30,074 | 2026-06-30 |
| 16 | VUG | VANGUARD INDEX FDS | 544.7K | $46.9M | $47.4M | 1.21% | +456.6K | 2026-06-30 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | 752.0K | $44.9M | $44.5M | 1.14% | +9.0K | 2026-06-30 |
| 18 | META | META PLATFORMS INC | 74.0K | $41.7M | $49.6M | 1.27% | +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 | $36.8M | 0.94% | +162.2K | 2026-06-30 |
| 21 | VTV | VANGUARD INDEX FDS | 166.1K | $36.2M | $37.0M | 0.95% | +13.0K | 2026-06-30 |
| 22 | COIN | COINBASE GLOBAL INC | 244.9K | $35.8M | $42.2M | 1.08% | -2,028 | 2026-06-30 |
| 23 | AVEM | AMERICAN CENTY ETF TR | 353.8K | $34.1M | $32.7M | 0.84% | -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 | $32.2M | 0.82% | -10,141 | 2026-06-30 |
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