Compound Planning, Inc. Q1 2024 Filing
Filed May 7, 2024
Portfolio Value
$1084.0T
Holdings
728
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (728 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IFRAISHARES TR | 54,180 | $2.3T | 0.22% | |
| 102 | WMTWALMART INC | 38,802 | $2.3T | 0.22% | |
| 103 | VSSVANGUARD INTL EQUITY INDEX F | 19,833 | $2.3T | 0.21% | |
| 104 | HDHOME DEPOT INC | 5,918 | $2.3T | 0.21% | |
| 105 | UBERUBER TECHNOLOGIES INC | 29,389 | $2.3T | 0.21% | |
| 106 | ASMLASML HOLDING N V | 2,309 | $2.2T | 0.21% | |
| 107 | MOATVANECK ETF TRUST | 24,442 | $2.2T | 0.20% | |
| 108 | BILSPDR SER TR | 23,848 | $2.2T | 0.20% | |
| 109 | GQ9SPDR GOLD TR | 10,420 | $2.1T | 0.20% | |
| 110 | IWBISHARES TR | 7,419 | $2.1T | 0.20% | |
| 111 | DONSPDR DOW JONES INDL AVERAGE | 5,334 | $2.1T | 0.20% | |
| 112 | UNPUNION PAC CORP | 8,289 | $2.0T | 0.19% | |
| 113 | EBNDSPDR SER TR | 97,150 | $2.0T | 0.18% | |
| 114 | IGSBISHARES TR | 38,227 | $2.0T | 0.18% | |
| 115 | USMVISHARES TR | 23,336 | $2.0T | 0.18% | |
| 116 | SPYMSPDR SER TR | 31,542 | $1.9T | 0.18% | |
| 117 | DDWMWISDOMTREE TR | 56,505 | $1.9T | 0.18% | |
| 118 | VNQIVANGUARD INTL EQUITY INDEX F | 44,988 | $1.9T | 0.17% | |
| 119 | CMFISHARES TR | 32,876 | $1.9T | 0.17% | |
| 120 | SHYISHARES TR | 22,625 | $1.9T | 0.17% | |
| 121 | IGIBISHARES TR | 35,648 | $1.8T | 0.17% | |
| 122 | GSGOLDMAN SACHS GROUP INC | 4,394 | $1.8T | 0.17% | |
| 123 | VIGVANGUARD SPECIALIZED FUNDS | 9,905 | $1.8T | 0.17% | |
| 124 | BACVERIZON COMMUNICATIONS INC | 43,045 | $1.8T | 0.17% | |
| 125 | AQLTISHARES TR | 24,316 | $1.8T | 0.17% | |
| 126 | VOVANGUARD INDEX FDS | 7,177 | $1.8T | 0.17% | |
| 127 | TAT&T INC | 101,604 | $1.8T | 0.16% | |
| 128 | ADBEADOBE INC | 3,531 | $1.8T | 0.16% | |
| 129 | BXBLACKSTONE INC | 12,933 | $1.7T | 0.16% | |
| 130 | SPDWSPDR INDEX SHS FDS | 46,484 | $1.7T | 0.15% | |
| 131 | JEPIJ P MORGAN EXCHANGE TRADED F | 28,389 | $1.6T | 0.15% | |
| 132 | ORCLORACLE CORP | 12,797 | $1.6T | 0.15% | |
| 133 | TLTWISHARES TR | 59,790 | $1.6T | 0.15% | |
| 134 | VGTVANGUARD WORLD FD | 3,031 | $1.6T | 0.15% | |
| 135 | TMTOYOTA MOTOR CORP | 6,268 | $1.6T | 0.15% | |
| 136 | UPSTUPSTART HLDGS INC | 58,603 | $1.6T | 0.15% | |
| 137 | RTXRTX CORPORATION | 15,373 | $1.5T | 0.14% | |
| 138 | XLKSELECT SECTOR SPDR TR | 7,191 | $1.5T | 0.14% | |
| 139 | CVSCVS HEALTH CORP | 18,556 | $1.5T | 0.14% | |
| 140 | SHELSHELL PLC | 21,840 | $1.5T | 0.14% | |
| 141 | VBRVANGUARD INDEX FDS | 7,539 | $1.4T | 0.13% | |
| 142 | XSOEWISDOMTREE TR | 48,871 | $1.4T | 0.13% | |
| 143 | DASHDOORDASH INC | 10,338 | $1.4T | 0.13% | |
| 144 | SLQDISHARES TR | 28,613 | $1.4T | 0.13% | |
| 145 | TRVCCITIGROUP INC | 22,108 | $1.4T | 0.13% | |
| 146 | QYLDGLOBAL X FDS | 76,943 | $1.4T | 0.13% | |
| 147 | —TWO RDS SHARED TR | 151,278 | $1.4T | 0.13% | |
| 148 | DGROISHARES TR | 23,485 | $1.4T | 0.13% | |
| 149 | ESGDISHARES TR | 16,929 | $1.4T | 0.12% | |
| 150 | SGOLABRDN GOLD ETF TRUST | 63,394 | $1.3T | 0.12% | |
| 151 | SHWSHERWIN WILLIAMS CO | 3,832 | $1.3T | 0.12% | |
| 152 | ACIOETF SER SOLUTIONS | 36,557 | $1.3T | 0.12% | |
| 153 | PDDPDD HOLDINGS INC | 11,188 | $1.3T | 0.12% | |
| 154 | CMCSACOMCAST CORP NEW | 29,914 | $1.3T | 0.12% | |
| 155 | NOWSERVICENOW INC | 1,699 | $1.3T | 0.12% | |
| 156 | INTCINTEL CORP | 28,820 | $1.3T | 0.12% | |
| 157 | NEENEXTERA ENERGY INC | 19,777 | $1.3T | 0.12% | |
| 158 | SAPSAP SE | 6,438 | $1.3T | 0.12% | |
| 159 | XLVSELECT SECTOR SPDR TR | 8,423 | $1.2T | 0.11% | |
| 160 | SPEMSPDR INDEX SHS FDS | 34,094 | $1.2T | 0.11% | |
| 161 | EFGISHARES TR | 11,857 | $1.2T | 0.11% | |
| 162 | VTVVANGUARD INDEX FDS | 7,539 | $1.2T | 0.11% | |
| 163 | TIPISHARES TR | 11,388 | $1.2T | 0.11% | |
| 164 | LQDISHARES TR | 11,040 | $1.2T | 0.11% | |
| 165 | HONHONEYWELL INTL INC | 5,836 | $1.2T | 0.11% | |
| 166 | ANETEURARISTA NETWORKS INC | 4,071 | $1.2T | 0.11% | |
| 167 | KOCOCA COLA CO | 19,219 | $1.2T | 0.11% | |
| 168 | ABTABBOTT LABS | 10,254 | $1.2T | 0.11% | |
| 169 | SOSOUTHERN CO | 16,213 | $1.2T | 0.11% | |
| 170 | MUFGMITSUBISHI UFJ FINL GROUP IN | 110,927 | $1.1T | 0.10% | |
| 171 | OZBELPOINTE PREP LLC | 18,583 | $1.1T | 0.10% | |
| 172 | MCDMCDONALDS CORP | 3,938 | $1.1T | 0.10% | |
| 173 | DUKDUKE ENERGY CORP NEW | 11,374 | $1.1T | 0.10% | |
| 174 | 4I1PHILIP MORRIS INTL INC | 11,731 | $1.1T | 0.10% | |
| 175 | INTUINTUIT | 1,651 | $1.1T | 0.10% | |
| 176 | WFCWELLS FARGO CO NEW | 18,376 | $1.1T | 0.10% | |
| 177 | AMGNAMGEN INC | 3,736 | $1.1T | 0.10% | |
| 178 | PFEPFIZER INC | 37,422 | $1.0T | 0.10% | |
| 179 | TTENTOTALENERGIES SE | 15,087 | $1.0T | 0.10% | |
| 180 | VIGIVANGUARD WHITEHALL FDS | 12,713 | $1.0T | 0.10% | |
| 181 | IWFISHARES TR | 3,053 | $1.0T | 0.09% | |
| 182 | WMWASTE MGMT INC DEL | 4,670 | $995.3B | 0.09% | |
| 183 | RSPINVESCO EXCHANGE TRADED FD T | 5,826 | $986.7B | 0.09% | |
| 184 | FIWFIRST TR EXCHANGE-TRADED FD | 9,642 | $984.5B | 0.09% | |
| 185 | NKENIKE INC | 10,380 | $975.6B | 0.09% | |
| 186 | UBSUBS GROUP AG | 31,706 | $974.0B | 0.09% | |
| 187 | AZNASTRAZENECA PLC | 14,295 | $968.5B | 0.09% | |
| 188 | NVSNNOVARTIS AG | 9,812 | $949.1B | 0.09% | |
| 189 | NUNU HLDGS LTD | 79,474 | $948.1B | 0.09% | |
| 190 | CMGCHIPOTLE MEXICAN GRILL INC | 325 | $945.3B | 0.09% | |
| 191 | KMIKINDER MORGAN INC DEL | 51,279 | $940.5B | 0.09% | |
| 192 | MPCMARATHON PETE CORP | 4,619 | $930.7B | 0.09% | |
| 193 | DRSKETF SER SOLUTIONS | 34,874 | $929.7B | 0.09% | |
| 194 | PEPPEPSICO INC | 5,308 | $929.0B | 0.09% | |
| 195 | NETLETF SER SOLUTIONS | 38,964 | $925.0B | 0.09% | |
| 196 | ARKGARK ETF TR | 31,909 | $917.7B | 0.08% | |
| 197 | AFLAFLAC INC | 10,542 | $905.1B | 0.08% | |
| 198 | ARCCARES CAPITAL CORP | 43,342 | $902.4B | 0.08% | |
| 199 | SHVISHARES TR | 8,118 | $897.3B | 0.08% | |
| 200 | BABAALIBABA GROUP HLDG LTD | 12,343 | $893.2B | 0.08% |