Compound Planning, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $127.71M | 3.8% |
| ISHARES TR | $95.36M | 2.8% |
| VANGUARD TAX-MANAGED FDS | $75.87M | 2.2% |
| ISHARES TR | $75.71M | 2.2% |
| Alphabet Inc. | $74.99M | 2.2% |
| SCHWAB STRATEGIC TR | $68.43M | 2.0% |
| NVIDIA Corp | $66.97M | 2.0% |
| SCHWAB STRATEGIC TR | $61.98M | 1.8% |
| Robinhood Markets, Inc. | $61.26M | 1.8% |
| Coinbase Global, Inc. | $60.93M | 1.8% |
| MICROSOFT CORP | $59.51M | 1.8% |
| VANGUARD BD INDEX FDS | $56.65M | 1.7% |
| ISHARES TR | $55.37M | 1.6% |
| Amazon.com Inc | $54.00M | 1.6% |
| VANGUARD INDEX FDS | $52.96M | 1.6% |
| Alphabet Inc. | $48.56M | 1.4% |
| Meta Platforms Inc | $47.87M | 1.4% |
| VANGUARD INTL EQUITY INDEX F | $44.72M | 1.3% |
| Broadcom Inc. | $43.78M | 1.3% |
| VANGUARD INDEX FDS | $39.94M | 1.2% |
| ETFIS SER TR I | $38.05M | 1.1% |
| VANGUARD INDEX FDS | $37.13M | 1.1% |
| Figma, Inc.FIG | $34.06M | 1.0% |
| Warren E. Buffett | $31.75M | 0.9% |
| BLACKROCK ETF TRUST II | $30.55M | 0.9% |
| AMERICAN CENTY ETF TR | $28.44M | 0.8% |
| ISHARES TR | $27.13M | 0.8% |
| VANGUARD INDEX FDS | $27.01M | 0.8% |
| ISHARES TR | $26.71M | 0.8% |
| ISHARES TR | $26.69M | 0.8% |
| JPMORGAN CHASE & CO | $25.73M | 0.8% |
| VANGUARD INDEX FDS | $24.40M | 0.7% |
| Tesla Inc | $22.83M | 0.7% |
| CAMBRIA ETF TR | $19.31M | 0.6% |
| ISHARES TR | $18.75M | 0.6% |
| VANGUARD MUN BD FDS | $18.46M | 0.5% |
| ISHARES TR | $17.76M | 0.5% |
| PACER FDS TR | $17.46M | 0.5% |
| INVESCO QQQ TR | $17.35M | 0.5% |
| SCHWAB STRATEGIC TR | $17.25M | 0.5% |
| SCHWAB STRATEGIC TR | $17.16M | 0.5% |
| SPDR S&P 500 ETF TR | $17.12M | 0.5% |
| THOR FINL TECHNOLOGIES TR | $15.94M | 0.5% |
| COHEN & STEERS ETF TRUST | $15.35M | 0.5% |
| Palantir Technologies Inc | $15.17M | 0.4% |
| DOUBLELINE ETF TRUST | $13.55M | 0.4% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $13.22M | 0.4% |
| ISHARES TR | $12.29M | 0.4% |
| JOHNSON & JOHNSON | $12.26M | 0.4% |
| VANGUARD INDEX FDS | $12.20M | 0.4% |