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CIK: 0001978879
Total reported value
$3.8B
$3.8B
728 檔
4.9%
According to the latest 13F quarterly dataset, Compound Planning, Inc. managed an equity portfolio of $3.8B at the end of Q1 2024, spanning 728 distinct U.S. exchange-listed positions.
During Q1 2024, Compound Planning, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 728 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | Stock-Financials | 7.97% | -0.39% | -19.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.42% | +0.11% | +13.27% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.12% | +0.93% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.17% | +62.52% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.01% | +33.60% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.68% | -0.03% | +38.24% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.67% | -0.03% | +555.39% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.43% | -0.06% | +35.98% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.36% | -0.03% | +118.55% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.07% | +10.57% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.07% | +2.92% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.25% | +0.04% | +70.13% | |
| 13 | INTF | Ishares International Equity | ETF-Other | 1.22% | -0.16% | +1211.91% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.07% | +40.16% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.02% | -0.01% | -3.34% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.01% | -0.03% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.11% | +81.32% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.93% | — | -3.22% | |
| 19 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.89% | -0.04% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.02% | +14.88% | |
| 21 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.83% | +0.23% | -0.60% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.11% | +40.72% | |
| 23 | ✓ | Stock-Other | 0.77% | — | — | ||
| 24 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.75% | -0.05% | +515.23% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.74% | -0.03% | +1089.19% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.73% | +0.13% | +85.46% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.70% | +0.08% | +118.79% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.01% | +715.39% | |
| 29 | DYFI | Idx Dynamic Fixed Income ETF | ETF-Other | 0.61% | -0.01% | — | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.59% | -0.01% | +3153.01% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.04% | +41.53% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.09% | +173.78% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.02% | +20.75% | |
| 34 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 0.53% | — | — | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.53% | -0.01% | +170.58% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.02% | +117.99% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | -0.03% | -5.44% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.38% | -3.16% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.49% | -0.02% | +1049.94% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.08% | +27.43% | |
| 41 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.48% | -0.01% | -0.19% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.03% | +38.19% | |
| 43 | THLV | Thor Equal Wl Vl Etf-usd Inc | ETF-Other | 0.46% | -0.02% | +18.98% | |
| 44 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.45% | -0.02% | +151.32% | |
| 45 | GE | General Electric | Stock-Industrials | 0.44% | -0.06% | +4.97% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.01% | +10.12% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.04% | +37.13% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.09% | +19.82% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.01% | +43.42% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.39% | +0.02% | +434.49% |
According to official SEC Form 13F filings, Compound Planning, Inc. reported a total U.S. public equity portfolio value of $3.8B across 728 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including COIN, AAPL, META) accounted for 4.9% of total reported equity market value during Q1 2024.
During Q1 2024, Compound Planning, Inc.'s top holdings by market value included COIN (8.0%)、AAPL (3.4%)、META (2.1%). The largest single position, COIN, represented 8.0% of total portfolio value.
In Q1 2024, Compound Planning, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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