CP

Compound Planning, Inc.

13F
Compound Planning, Inc.
Last update 2025-05-14 1038 Stocks (148 new)
Value $2.19 Bil Turnover 16 %
Countries:
Top Holdings: AAPL(3.41%)IVV(2.86%)COIN(2.62%)INTF(2.43%)VEA(2.12%)
Summary Stock Picks Current Portfolio
Compound Planning, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
336,537
74,754.8
+3.87%
3.410
+0.13%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
IVV
iShares Core S&P 500 ETF
111,795
62,817.5
+15.55%
2.860
+0.38%
0.010
+8.74%
+5.54%
593,136.4
 
COIN
Coinbase Global Inc
333,650
57,464.5
+3.03%
2.620
+0.08%
0.130
+87.42%
+42.34%
90,020.4
Capital Markets
INTF
iShares International Equity Factor ETF
iShares International Equity Factor ETF
1,729,476
53,337.1
+12.45%
2.430
+0.27%
2.830
+10.46%
+20.96%
2,163.1
 
VEA
Vanguard FTSE Developed Markets ETF
915,998
46,560.2
+12.77%
2.120
+0.24%
0.030
+10.52%
+20.34%
155,783.1
 
META
Meta Platforms Inc
73,706
42,481.0
+11.80%
1.940
+0.20%
0.000
+21.84%
+25.51%
1,844,585.9
Interactive Media
LRGF
iShares U.S. Equity Factor ETF
697,338
40,361.9
+12.40%
1.840
+0.20%
1.760
+8.90%
+6.15%
2,563.7
 
SCHV
Schwab U.S. Large-Cap Value ETF
1,494,078
39,712.6
+10.04%
1.810
+0.17%
0.330
+3.89%
+6.76%
12,490.8
 
VWO
Vanguard FTSE Emerging Markets ETF
818,389
37,040.3
+75.04%
1.690
+0.72%
0.050
+7.47%
+12.59%
85,202.5
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,454,801
36,428.2
+10.76%
1.660
+0.16%
0.100
+13.07%
+4.34%
43,842.0
 

Compound Planning, Inc.'s Historical Top Holdings Breakdowns

Compound Planning, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.77%
●
369.1 ($404.54) 427.61
$436.40
7.88%
Add 152.73%
74,873
45,247
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.72%
●
42.5 ($45.01) 46.71
$49.39
9.73%
Add 75.04%
818,389
350,853
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.63%
●
167.73 ($174.39) 179.21
$176.67
1.31%
Add 140.64%
136,647
79,862
DFUV
Dimensional US Marketwide Value ETF
2025-03-31
New Buy
New Buy
+0.55%
●
39.96 ($41.98) 43.23
$42.15
0.40%
New holding
290,875
290,875
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.52%
●
360.07 ($394.62) 417.26
$421.70
6.86%
Add 678.28%
36,665
31,954
DFIV
Dimensional International Value ETF
2025-03-31
New Buy
New Buy
+0.48%
●
35.33 ($38.16) 40.8
$42.79
12.13%
New holding
267,912
267,912
VBR
Vanguard Small Cap Value ETF
2025-03-31
Add
Add
+0.44%
●
182.99 ($197.54) 207.75
$195.77
-0.90%
Add 325.94%
66,932
51,218
VBK
Vanguard Small Cap Growth ETF
2025-03-31
Add
Add
+0.43%
●
247.97 ($277.1) 296.33
$276.13
-0.35%
Add 660.43%
43,930
38,153
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.38%
●
554.06 ($590.51) 615.85
$617.46
4.56%
Add 15.55%
111,795
15,042
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.34%
●
507.05 ($540.58) 563.67
$566.95
4.88%
Add 25.61%
70,482
14,368

Compound Planning, Inc. Total Holding History ($B)

To

Compound Planning, Inc.'s Asset Allocation

To

Compound Planning, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Compound Planning, Inc.'s Hypothetical Growth since 2025-03-31

Compound Planning, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Compound Planning, Inc.'s Holdings Heat Map

Size field:

Compound Planning, Inc.'s Holdings Bubble Chart

Compound Planning, Inc. News

  • 1

Discussions on Compound Planning, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.