Compound Planning, Inc.
1,202 holdingsFiling period: 2026-03-31Current AUM: $3.64Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 474.7K | $120.5M | $146.6M | 4.02% | +4.9K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 144.5K | $94.4M | $108.4M | 2.98% | +5.2K | 2026-03-31 |
| 3 | INTF | ISHARES TR | 1.94M | $75.4M | $81.2M | 2.23% | -69,409 | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 243.9K | $70.0M | $87.0M | 2.39% | +4.9K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 1.09M | $69.8M | $76.9M | 2.11% | -125,502 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 346.5K | $60.4M | $69.6M | 1.91% | -12,622 | 2026-03-31 |
| 7 | SCHV | SCHWAB STRATEGIC TR | 1.97M | $60.2M | $67.3M | 1.85% | -118,801 | 2026-03-31 |
| 8 | SCHG | SCHWAB STRATEGIC TR | 2.02M | $59.0M | $69.2M | 1.90% | -72,953 | 2026-03-31 |
| 9 | LRGF | ISHARES TR | 778.1K | $51.4M | $59.2M | 1.63% | -19,399 | 2026-03-31 |
| 10 | BND | VANGUARD BD INDEX FDS | 671.5K | $49.5M | $48.5M | 1.33% | -93,327 | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 166.5K | $47.9M | $59.3M | 1.63% | +11.4K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 225.6K | $47.0M | $61.3M | 1.68% | -8,360 | 2026-03-31 |
| 13 | COIN | COINBASE GLOBAL INC | 247.0K | $43.1M | $36.1M | 0.99% | -22,449 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 116.0K | $42.9M | $53.9M | 1.48% | -7,044 | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 133.3K | $41.2M | $51.9M | 1.42% | +6.8K | 2026-03-31 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | 743.0K | $40.2M | $43.7M | 1.20% | -88,780 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 69.1K | $39.5M | $38.4M | 1.06% | -3,458 | 2026-03-31 |
| 18 | VUG | VANGUARD INDEX FDS | 88.1K | $38.5M | $45.0M | 1.24% | +12.0K | 2026-03-31 |
| 19 | VB | VANGUARD INDEX FDS | 137.1K | $35.9M | $40.5M | 1.11% | -17,709 | 2026-03-31 |
| 20 | NFLT | ETFIS SER TR I | 1.48M | $33.6M | $33.5M | 0.92% | -176,107 | 2026-03-31 |
| 21 | HOOD | ROBINHOOD MKTS INC | 478.5K | $33.2M | $41.4M | 1.14% | -113,211 | 2026-03-31 |
| 22 | VTV | VANGUARD INDEX FDS | 153.1K | $30.0M | $33.7M | 0.92% | +25.3K | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 62.2K | $29.8M | $29.8M | 0.82% | -933 | 2026-03-31 |
| 24 | AGG | ISHARES TR | 299.1K | $29.7M | $29.1M | 0.80% | +27.5K | 2026-03-31 |
| 25 | AVEM | AMERICAN CENTY ETF TR | 368.3K | $29.7M | $33.0M | 0.90% | -992 | 2026-03-31 |
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