Compound Planning, Inc. Q4 2024 Filing
Filed January 17, 2025
Portfolio Value
$2.0B
Holdings
964
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (964 positions)
| Stock | Value |
|---|---|
DFAIDIMENSIONAL ETF TRUST | $313K |
EQHEQUITABLE HLDGS INC | $310K |
VGKVANGUARD INTL EQUITY INDEX F | $310K |
AFWALIGN TECHNOLOGY INC | $309K |
RLIRLI CORP | $309K |
MIGAMICROSTRATEGY INC | $308K |
PNWPINNACLE WEST CAP CORP | $305K |
EATBRINKER INTL INC | $304K |
XMHQINVESCO EXCHANGE TRADED FD T | $303K |
HPEHEWLETT PACKARD ENTERPRISE C | $303K |
APOAPOLLO GLOBAL MGMT INC | $303K |
XCWISDOMTREE TR | $302K |
GISGENERAL MLS INC | $302K |
BRBRBELLRING BRANDS INC | $302K |
INTCINTEL CORP | $301K |
PHTPIONEER HIGH INCOME FUND INC | $301K |
RXORXO INC | $300K |
FT2FIRST HORIZON CORPORATION | $300K |
EMEEMCOR GROUP INC | $299K |
GLWCORNING INC | $299K |
T7DTRANSDIGM GROUP INC | $299K |
GDXVANECK ETF TRUST | $299K |
ISTBISHARES TR | $298K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $298K |
CRLCHARLES RIV LABS INTL INC | $298K |
VNOVORNADO RLTY TR | $296K |
ADMEETF SER SOLUTIONS | $295K |
RLRALPH LAUREN CORP | $294K |
KELKELLANOVA | $294K |
LUMNLUMEN TECHNOLOGIES INC | $293K |
BIVVANGUARD BD INDEX FDS | $293K |
PHBINVESCO EXCH TRADED FD TR II | $292K |
AVBAVALONBAY CMNTYS INC | $292K |
TRITHOMSON REUTERS CORP | $292K |
NTRANATERA INC | $291K |
XLISELECT SECTOR SPDR TR | $290K |
SMLVSPDR SER TR | $289K |
NWSANEWS CORP NEW | $288K |
TMETENCENT MUSIC ENTMT GROUP | $288K |
CHTCHUNGHWA TELECOM CO LTD | $287K |
OPENOPENDOOR TECHNOLOGIES INC | $286K |
OREALTY INCOME CORP | $286K |
VSGXVANGUARD WORLD FD | $286K |
BAPCREDICORP LTD | $286K |
RELYREMITLY GLOBAL INC | $286K |
CFGCITIZENS FINL GROUP INC | $285K |
WRBBERKLEY W R CORP | $285K |
WSMWILLIAMS SONOMA INC | $285K |
COOCOOPER COS INC | $284K |
MPTMEDICAL PPTYS TRUST INC | $283K |
KMXCARMAX INC | $282K |
KOFCOCA-COLA FEMSA SAB DE CV | $281K |
—QUANTA SVCS INC | $280K |
NTAPNETAPP INC | $280K |
BCPCBALCHEM CORP | $280K |
DKSDICKS SPORTING GOODS INC | $279K |
EDGGOLD FIELDS LTD | $279K |
ORIOLD REP INTL CORP | $279K |
GLPIGAMING & LEISURE PPTYS INC | $279K |
MMTMFS MULTIMARKET INCOME TR | $279K |
XELXCEL ENERGY INC | $278K |
VIOOVANGUARD ADMIRAL FDS INC | $278K |
VCSHVANGUARD SCOTTSDALE FDS | $277K |
VENVENTAS INC | $277K |
ESGEISHARES INC | $276K |
DMLPDORCHESTER MINERALS LP | $276K |
IXORIX CORP | $275K |
BILLBILL HOLDINGS INC | $275K |
DBEFDBX ETF TR | $275K |
ITGARTNER INC | $274K |
CALFPACER FDS TR | $274K |
DECKDECKERS OUTDOOR CORP | $273K |
TRGPTARGA RES CORP | $271K |
LILI AUTO INC | $271K |
CPTCAMDEN PPTY TR | $271K |
CNRCANADIAN NATL RY CO | $271K |
TDIVFIRST TR EXCHANGE-TRADED FD | $270K |
ARMARM HOLDINGS PLC | $270K |
SCHESCHWAB STRATEGIC TR | $269K |
WSTWEST PHARMACEUTICAL SVSC INC | $267K |
PSAPUBLIC STORAGE OPER CO | $267K |
EQREQUITY RESIDENTIAL | $266K |
RSRELIANCE INC | $265K |
VTWVVANGUARD SCOTTSDALE FDS | $263K |
VOOVVANGUARD ADMIRAL FDS INC | $263K |
FALNISHARES TR | $263K |
ADFITWO RDS SHARED TR | $262K |
REGREGENCY CTRS CORP | $262K |
LDOSLEIDOS HOLDINGS INC | $262K |
AVKADVENT CONV & INCOME FD | $261K |
FNDFSCHWAB STRATEGIC TR | $261K |
AIZASSURANT INC | $261K |
GBILGOLDMAN SACHS ETF TR | $260K |
ALRMALARM COM HLDGS INC | $259K |
LIILENNOX INTL INC | $259K |
XPOXPO INC | $258K |
VMBSVANGUARD SCOTTSDALE FDS | $258K |
DFACDIMENSIONAL ETF TRUST | $257K |
MANHMANHATTAN ASSOCIATES INC | $257K |
BIDUNBAIDU INC | $255K |