Compound Planning, Inc.
CIK 1978879 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- COIN9.76%
- AAPL5.08%
- META2.33%
- MSFT1.92%
- VEA1.74%
- SPY1.71%
- IVV1.70%
- VWO1.55%
- VB1.47%
- SCHB1.32%
Share classes counted separately28.58%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | COINCOINBASE GLOBAL INC -CLASS ACOM CL A View history and evidence | $70.54M | 9.76% | 405.60K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $36.70M | 5.08% | 190.61K shares | — | ↗▾ | |
| 03 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $16.87M | 2.33% | 47.65K shares | — | ↗▾ | |
| 04 | MSFTMICROSOFT CORP View history and evidence | $13.91M | 1.92% | 36.99K shares | — | ↗▾ | |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $12.56M | 1.74% | 262.30K shares | — | ↗▾ | |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $12.34M | 1.71% | 25.97K shares | — | ↗▾ | |
| 07 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $12.32M | 1.70% | 25.79K shares | — | ↗▾ | |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $11.19M | 1.55% | 272.35K shares | — | ↗▾ | |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $10.64M | 1.47% | 49.89K shares | — | ↗▾ | |
| 10 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $9.52M | 1.32% | 170.99K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 32
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LIT GLOBAL X LITHIUM & BATTERY T | Non-derivative | — | — | SEC filing ↗ | |
| REMX VANECK RAR EARTH ND STG-USDI | Non-derivative | — | — | SEC filing ↗ | |
| KWEB KRANESH CSI CHINA INTERNET | Non-derivative | — | — | SEC filing ↗ |
3 / 32 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1978879 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 8, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 722829082
}Research all 601 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.