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CIK: 0001978879
Total reported value
$3.8B
$3.8B
964 檔
7.9%
At the close of Q4 2024, Compound Planning, Inc. disclosed equity holdings valued at approximately $3.8B, spread across 964 reported holdings.
During Q4 2024, Compound Planning, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, COIN, IVV) accounted for 7.9% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 964 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.10% | +0.11% | +21.69% | |
| 2 | COIN | Coinbase Global Inc -class A | Stock-Financials | 4.06% | -0.39% | -0.40% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | +0.17% | +18.21% | |
| 4 | INTF | Ishares International Equity | ETF-Other | 2.23% | -0.16% | +33.92% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.96% | -0.03% | +11.35% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | -0.12% | +6.67% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.89% | +0.11% | +64.65% | |
| 8 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.89% | -0.04% | +28.54% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.85% | +0.04% | +351.28% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.01% | +38.19% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.79% | -0.03% | +215.39% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.07% | +30.48% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | -0.02% | +72.39% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.07% | +34.04% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.07% | +43.69% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.21% | -0.29% | +31.68% | |
| 17 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 1.21% | -0.05% | +57.76% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.19% | -0.01% | +13.31% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.08% | +46.93% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | -0.27% | +10.41% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | -0.06% | +13.83% | |
| 22 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.02% | +0.23% | +20.66% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.99% | -0.03% | +52.77% | |
| 24 | OKLO | Oklo Inc | Stock-Utilities | 0.97% | — | +76.18% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.96% | +0.02% | +36.35% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.90% | -0.03% | +148.47% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.83% | +0.08% | +10.76% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.80% | — | +325.03% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.02% | +12.72% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.11% | +4.77% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.02% | +29.31% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.65% | -0.04% | +20.68% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.03% | +120.75% | |
| 34 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.64% | -0.02% | +33.45% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.04% | +122.45% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.38% | +15.59% | |
| 37 | THLV | Thor Equal Wl Vl Etf-usd Inc | ETF-Other | 0.56% | -0.02% | +34.35% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.01% | +155.93% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.01% | +37.20% | |
| 40 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.51% | -0.01% | +44.66% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | +0.02% | +480.27% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.09% | +7.06% | |
| 43 | DYFI | Idx Dynamic Fixed Income ETF | ETF-Other | 0.46% | -0.01% | +54.90% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.13% | +3.90% | |
| 45 | MBB | Ishares Mbs ETF | ETF-Other | 0.42% | -0.03% | +77.48% | |
| 46 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.41% | — | +50.71% | |
| 47 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.40% | -0.01% | +0.72% | |
| 48 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.40% | — | +44.04% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.40% | +0.11% | +16.81% | |
| 50 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.39% | -0.02% | +0.66% |
According to official SEC Form 13F filings, Compound Planning, Inc. reported a total U.S. public equity portfolio value of $3.8B across 964 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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During Q4 2024, Compound Planning, Inc.'s top holdings by market value included AAPL (4.1%)、COIN (4.1%)、IVV (2.9%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q4 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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