Compound Planning, Inc. Q3 2024 Filing
Filed October 8, 2024
Portfolio Value
$1600.3T
Holdings
908
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (908 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 266,264 | $62.0T | 3.88% | |
| 2 | COINCOINBASE GLOBAL INC | 325,154 | $57.9T | 3.62% | |
| 3 | IVVISHARES TR | 81,849 | $47.2T | 2.95% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 729,465 | $38.5T | 2.41% | |
| 5 | INTFISHARES TR | 1,148,379 | $36.1T | 2.26% | |
| 6 | METAMETA PLATFORMS INC | 61,803 | $35.4T | 2.21% | |
| 7 | SCHVSCHWAB STRATEGIC TR | 430,514 | $34.6T | 2.16% | |
| 8 | SCHGSCHWAB STRATEGIC TR | 291,049 | $30.3T | 1.89% | |
| 9 | LRGFISHARES TR | 482,654 | $28.4T | 1.77% | |
| 10 | MSFTMICROSOFT CORP | 62,502 | $26.9T | 1.68% | |
| 11 | NVDANVIDIA CORPORATION | 189,152 | $23.0T | 1.44% | |
| 12 | VBVANGUARD INDEX FDS | 86,502 | $20.5T | 1.28% | |
| 13 | AGGISHARES TR | 197,459 | $20.0T | 1.25% | |
| 14 | GOOGALPHABET INC | 119,523 | $20.0T | 1.25% | |
| 15 | VWOVANGUARD INTL EQUITY INDEX F | 410,747 | $19.7T | 1.23% | |
| 16 | BNDVANGUARD BD INDEX FDS | 253,374 | $19.0T | 1.19% | |
| 17 | AMZNAMAZON COM INC | 97,257 | $18.1T | 1.13% | |
| 18 | SPYSPDR S&P 500 ETF TR | 30,258 | $17.4T | 1.08% | |
| 19 | VOOVANGUARD INDEX FDS | 32,551 | $17.2T | 1.07% | |
| 20 | SCHFSCHWAB STRATEGIC TR | 387,632 | $15.9T | 1.00% | |
| 21 | NFLTETFIS SER TR I | 674,953 | $15.6T | 0.97% | |
| 22 | EMXCISHARES INC | 252,004 | $15.4T | 0.96% | |
| 23 | IYWISHARES TR | 92,854 | $14.1T | 0.88% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,348 | $14.0T | 0.87% | |
| 25 | GOOGLALPHABET INC | 83,548 | $13.9T | 0.87% | |
| 26 | IUSBISHARES TR | 283,932 | $13.4T | 0.84% | |
| 27 | JPMJPMORGAN CHASE & CO. | 54,816 | $11.6T | 0.72% | |
| 28 | COWZPACER FDS TR | 188,236 | $10.9T | 0.68% | |
| 29 | SCHBSCHWAB STRATEGIC TR | 163,325 | $10.9T | 0.68% | |
| 30 | HOODROBINHOOD MKTS INC | 448,297 | $10.5T | 0.66% | |
| 31 | IWMISHARES TR | 46,514 | $10.3T | 0.64% | |
| 32 | SYLDCAMBRIA ETF TR | 139,629 | $10.1T | 0.63% | |
| 33 | NDQINVESCO QQQ TR | 19,645 | $9.6T | 0.60% | |
| 34 | THLVTHOR FINL TECHNOLOGIES TR | 301,888 | $8.7T | 0.55% | |
| 35 | CATCATERPILLAR INC | 22,322 | $8.7T | 0.55% | |
| 36 | COSTCOSTCO WHSL CORP NEW | 9,433 | $8.4T | 0.52% | |
| 37 | USRTISHARES TR | 132,967 | $8.2T | 0.51% | |
| 38 | VTEBVANGUARD MUN BD FDS | 148,786 | $7.6T | 0.48% | |
| 39 | AVGOBROADCOM INC | 43,505 | $7.5T | 0.47% | |
| 40 | JNJJOHNSON & JOHNSON | 44,410 | $7.2T | 0.45% | |
| 41 | IGIBISHARES TR | 125,501 | $6.7T | 0.42% | |
| 42 | LQDISHARES TR | 59,520 | $6.7T | 0.42% | |
| 43 | FTLSFIRST TR EXCH TRADED FD III | 105,870 | $6.7T | 0.42% | |
| 44 | INDSPACER FDS TR | 154,368 | $6.7T | 0.42% | |
| 45 | XOMEXXON MOBIL CORP | 56,662 | $6.6T | 0.42% | |
| 46 | TSLATESLA INC | 24,834 | $6.5T | 0.41% | |
| 47 | IGSBISHARES TR | 118,961 | $6.3T | 0.39% | |
| 48 | DYFIETF OPPORTUNITIES TRUST | 253,996 | $6.1T | 0.38% | |
| 49 | RBLXROBLOX CORP | 136,658 | $6.0T | 0.38% | |
| 50 | EFAISHARES TR | 72,132 | $6.0T | 0.38% | |
| 51 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 34,099 | $5.9T | 0.37% | |
| 52 | BACBANK AMERICA CORP | 143,888 | $5.7T | 0.36% | |
| 53 | VTIVANGUARD INDEX FDS | 19,971 | $5.7T | 0.35% | |
| 54 | HYDBISHARES TR | 116,700 | $5.6T | 0.35% | |
| 55 | GSGOLDMAN SACHS GROUP INC | 11,125 | $5.5T | 0.34% | |
| 56 | IJSISHARES TR | 50,724 | $5.5T | 0.34% | |
| 57 | TLTISHARES TR | 55,127 | $5.4T | 0.34% | |
| 58 | IEFISHARES TR | 54,981 | $5.4T | 0.34% | |
| 59 | IAU*ISHARES GOLD TR | 108,248 | $5.4T | 0.34% | |
| 60 | NEENEXTERA ENERGY INC | 62,451 | $5.3T | 0.33% | |
| 61 | SCHASCHWAB STRATEGIC TR | 102,169 | $5.3T | 0.33% | |
| 62 | PGPROCTER AND GAMBLE CO | 29,954 | $5.2T | 0.32% | |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 23,292 | $5.1T | 0.32% | |
| 64 | VUGVANGUARD INDEX FDS | 13,318 | $5.1T | 0.32% | |
| 65 | VOVANGUARD INDEX FDS | 19,085 | $5.0T | 0.31% | |
| 66 | MBBISHARES TR | 51,500 | $4.9T | 0.31% | |
| 67 | RTXRTX CORPORATION | 39,774 | $4.8T | 0.30% | |
| 68 | LLYELI LILLY & CO | 5,394 | $4.8T | 0.30% | |
| 69 | GEGE AEROSPACE | 25,332 | $4.8T | 0.30% | |
| 70 | CSHINEOS ETF TRUST | 92,980 | $4.6T | 0.29% | |
| 71 | COMTISHARES U S ETF TR | 175,322 | $4.5T | 0.28% | |
| 72 | MAMASTERCARD INCORPORATED | 9,062 | $4.5T | 0.28% | |
| 73 | CVXCHEVRON CORP NEW | 29,803 | $4.4T | 0.27% | |
| 74 | IFRAISHARES TR | 93,049 | $4.4T | 0.27% | |
| 75 | IJRISHARES TR | 36,638 | $4.3T | 0.27% | |
| 76 | IJTISHARES TR | 30,573 | $4.3T | 0.27% | |
| 77 | NFLXNETFLIX INC | 5,965 | $4.2T | 0.26% | |
| 78 | OKLOOKLO INC | 515,591 | $4.2T | 0.26% | |
| 79 | WMTWALMART INC | 51,388 | $4.1T | 0.26% | |
| 80 | FLOTISHARES TR | 80,855 | $4.1T | 0.26% | |
| 81 | IWBISHARES TR | 12,714 | $4.0T | 0.25% | |
| 82 | UNHUNITEDHEALTH GROUP INC | 6,815 | $4.0T | 0.25% | |
| 83 | DLSWISDOMTREE TR | 55,324 | $3.8T | 0.24% | |
| 84 | MMM3M CO | 27,729 | $3.8T | 0.24% | |
| 85 | QUALISHARES TR | 20,535 | $3.7T | 0.23% | |
| 86 | VVISA INC | 13,350 | $3.7T | 0.23% | |
| 87 | NVONOVO-NORDISK A S | 30,673 | $3.7T | 0.23% | |
| 88 | MRKMERCK & CO INC | 31,018 | $3.5T | 0.22% | |
| 89 | VSSVANGUARD INTL EQUITY INDEX F | 27,356 | $3.4T | 0.22% | |
| 90 | MINTPIMCO ETF TR | 33,257 | $3.3T | 0.21% | |
| 91 | BNDXVANGUARD CHARLOTTE FDS | 66,217 | $3.3T | 0.21% | |
| 92 | CRMSALESFORCE INC | 11,999 | $3.3T | 0.21% | |
| 93 | EQIXEQUINIX INC | 3,504 | $3.1T | 0.19% | |
| 94 | SCHDSCHWAB STRATEGIC TR | 35,888 | $3.0T | 0.19% | |
| 95 | MOATVANECK ETF TRUST | 31,245 | $3.0T | 0.19% | |
| 96 | HDHOME DEPOT INC | 7,390 | $3.0T | 0.19% | |
| 97 | IEMGISHARES INC | 51,998 | $3.0T | 0.19% | |
| 98 | VNQVANGUARD INDEX FDS | 30,288 | $3.0T | 0.18% | |
| 99 | DONSPDR DOW JONES INDL AVERAGE | 6,956 | $2.9T | 0.18% | |
| 100 | AFRMAFFIRM HLDGS INC | 69,699 | $2.8T | 0.18% |
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