Compound Planning
$3.1B Assets Reported
1,329 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 144,467 | $94M | 3.1% |
| INTF | ISHARES TR | 1,936,262 | $75M | 2.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,089,021 | $70M | 2.3% |
| NVDA | NVIDIA CORPORATION | 346,487 | $60M | 2.0% |
| SCHV | SCHWAB STRATEGIC TR | 1,974,442 | $60M | 2.0% |
| SCHG | SCHWAB STRATEGIC TR | 2,024,864 | $59M | 1.9% |
| LRGF | ISHARES TR | 778,056 | $51M | 1.7% |
| BND | VANGUARD BD INDEX FDS | 671,518 | $49M | 1.6% |
| GOOGL | ALPHABET INC | 166,510 | $48M | 1.6% |
| AMZN | AMAZON COM INC | 225,598 | $47M | 1.5% |
Track Compound Planning's 13F portfolio: $3.1B in reported holdings, 1,329 positions. Top holdings, AUM, and quarterly changes on SentiSense.