Compound Planning, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Compound Planning, Inc. reported 1,248 stock positions worth $3.8 billion. Its top holding was Apple (AAPL) at 3.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.1%) and iShares International Equity (INTF, 2.2%). Compared with Q1 2026, it opened 127 new positions, sold out of 78, added to 699 and reduced 395. The biggest buy was Abbvie (ABBV, shares +186%) and the biggest sale Coinbase Global Class A (COIN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001978879
- Portfolio Value
- $3.8B (Q2 2026)
- SEC Filing
- 0001978879-26-000005 ↗ filed Aug 4, 2026
Holdings Value
Holdings 1,248 stocks · $3.8B
| AAPL Apple Inc. | 3.81% | 503,054 | $145.6M | Add +7.4% |
| IVV iShares Core S&P 500 ETF | 3.09% | 157,511 | $118.0M | Add +9.0% |
| INTF iShares International Equity | 2.16% | 2,013,674 | $82.5M | Add +4.0% |
| VEA Vanguard Ftse Developed ETF | 2.11% | 1,134,424 | $80.8M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 2.07% | 224,304 | $79.3M | Add +2.1% |
| NVDA Nvidia Corp. | 1.93% | 369,170 | $73.9M | Add +6.5% |
| SCHG Schwab US Large-Cap Growth | 1.85% | 2,094,006 | $70.9M | Add +3.4% |
| SCHV Schwab US Large-Cap Value | 1.83% | 2,011,430 | $70.0M | Add +1.9% |
| AVGO Broadcom Inc. | 1.66% | 167,775 | $63.4M | Add +25.9% |
| LRGF iShares US Equity Factor ETF | 1.55% | 781,052 | $59.1M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 1.51% | 161,566 | $57.7M | Add +3.0% |
| AMZN Amazon.com Inc. | 1.38% | 220,556 | $52.6M | Add +1.1% |
| MSFT Microsoft Corp. | 1.32% | 135,077 | $50.4M | Add +16.4% |
| HOOD Robinhood Markets Inc. Class A | 1.26% | 480,021 | $48.1M | Add +0.3% |
| BND Vanguard Total Bond Market | 1.23% | 641,444 | $47.1M | Reduce -4.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.23% | 544,731 | $46.9M | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 1.17% | 752,006 | $44.9M | Add +1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.09% | 137,539 | $41.7M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.02% | 69,044 | $38.9M | Reduce -0.0% |
| NFLT Virtus Newfleet Multi-Sector | 0.98% | 1,637,454 | $37.6M | Add +11.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.95% | 166,114 | $36.2M | Add +8.5% |
| COIN Coinbase Global Inc. Class A | 0.94% | 244,939 | $35.8M | Reduce -0.8% |
| AVEM Avantis Emerging Markets Eq | 0.89% | 353,788 | $34.1M | Reduce -3.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.87% | 720,843 | $33.3M | Add +13.8% |
| IYW iShares Ustechnology ETF | 0.85% | 128,742 | $32.5M | Reduce -7.3% |
| ABBV Abbvie Inc. | 0.82% | 124,737 | $31.4M | Add +186.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 61,254 | $30.7M | Reduce -1.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.80% | 581,064 | $30.4M | Add +20.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 77,507 | $28.7M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.66% | 77,143 | $25.3M | Add +1.7% |
| AGG iShares Core U.S. Aggregate | 0.64% | 248,550 | $24.6M | Reduce -16.9% |
| CSRE C&S Real Estate Active ETF | 0.63% | 852,343 | $24.2M | Add +10.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.63% | 249,619 | $24.1M | Add +1.0% |
| IFRA iShares US Infrastructure | 0.62% | 377,211 | $23.8M | Add +13.7% |
| IWF iShares Russell 1000 Growth | 0.58% | 177,468 | $22.0M | Add +16.0% |
| MINT PIMCO Enhanced Short Maturit | 0.57% | 214,644 | $21.6M | Add +129.3% |
| MU Micron Technology Inc. | 0.56% | 18,602 | $21.5M | Add +25.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.56% | 44,754 | $21.4M | Add +2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 28,922 | $21.3M | Reduce -3.1% |
| CAT Caterpillar Inc. | 0.53% | 18,879 | $20.1M | Add +4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 26,020 | $19.4M | Reduce -2.1% |
| SCHB Schwab US Broad Market ETF | 0.51% | 670,509 | $19.4M | Add +1.9% |
| VOO Vanguard S&P 500 ETF | 0.50% | 28,084 | $19.3M | Reduce -0.0% |
| THLV Thor Equal WL VL ETF-Usd Inc. | 0.50% | 576,834 | $19.2M | Add +8.8% |
| SCHF Schwab Intl Equity ETF | 0.49% | 680,467 | $18.8M | Reduce -0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.47% | 354,852 | $17.9M | Add +13.8% |
| TSLA Tesla Inc. | 0.46% | 42,245 | $17.8M | Reduce -2.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.46% | 279,729 | $17.4M | Add +8.9% |
| SYLD Cambria Shareholder Yield Et | 0.45% | 216,923 | $17.2M | Add +7.7% |
| JNJ Johnson & Johnson | 0.44% | 65,795 | $16.7M | Add +7.2% |
| AVUV Avantis US Small Cap Value | 0.42% | 128,848 | $16.1M | Add +7.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.42% | 65,686 | $16.0M | Add +8.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.41% | 42,841 | $15.7M | Add +13.1% |
| HGER Harbor Commodity All Weather | 0.40% | 524,162 | $15.4M | Add +38.0% |
| FIG Figma Inc. Class A | 0.38% | 809,025 | $14.6M | Reduce -8.0% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 97,283 | $14.4M | Add +6.8% |
| DMBS Doubleline Mortgage ETF | 0.36% | 282,956 | $13.9M | Add +18.1% |
| LLY Eli Lilly & Co. | 0.34% | 10,900 | $13.1M | Add +9.7% |
| MRK Merck & Co. Inc. | 0.34% | 101,296 | $13.0M | Add +8.3% |
| IWM iShares Russell 2000 ETF | 0.33% | 42,212 | $12.7M | Reduce -0.6% |
| AMD Advanced Micro Devices | 0.33% | 21,524 | $12.5M | Reduce -7.6% |
| DFUV Dimensional US Marketwide Va | 0.32% | 223,958 | $12.3M | Add +7.5% |
| INTC Intel Corp. | 0.32% | 87,311 | $12.2M | Reduce -30.2% |
| CTA Simplify Managed Futures St | 0.31% | 463,212 | $12.0M | Add +24.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 42,292 | $11.9M | Add +23.5% |
| LRCX Lam Research Corp. | 0.31% | 26,945 | $11.7M | Add +57.1% |
| CSCO Cisco Systems Inc. | 0.30% | 99,224 | $11.7M | Add +46.5% |
| DYFI Idx Dynamic Fixed Income ETF | 0.30% | 496,108 | $11.3M | Add +16.2% |
| MUB iShares National Muni Bond E | 0.29% | 104,620 | $11.3M | Reduce -21.6% |
| DFIV Dimensional International Va | 0.29% | 206,170 | $11.1M | Add +6.6% |
| XOM Exxon Mobil Corp. | 0.29% | 81,382 | $11.1M | Reduce -21.6% |
| WMT Walmart Inc. | 0.29% | 96,289 | $10.9M | Add +7.2% |
| ABT Abbott Laboratories | 0.28% | 119,850 | $10.9M | Add +264.3% |
| XLK SS Technology Select Sector | 0.28% | 55,362 | $10.5M | Add +15.0% |
| COST Costco Wholesale Corp. | 0.28% | 11,265 | $10.5M | Reduce -4.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.27% | 5,261 | $10.5M | Reduce -0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.27% | 116,373 | $10.2M | Add +34.0% |
| PG The Procter & Gamble Co. | 0.27% | 69,303 | $10.2M | Add +85.0% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 306,159 | $9.7M | Add +1.2% |
| BAC Bank of America Corp. | 0.25% | 169,796 | $9.7M | Add +4.2% |
| SGOV iShares 0-3 Month Treasury B | 0.25% | 95,900 | $9.7M | Add +50.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.25% | 53,150 | $9.5M | Add +0.9% |
| CRWV Coreweave Inc. Class A | 0.25% | 94,752 | $9.4M | Add +7.5% |
| AMAT Applied Materials Inc. | 0.24% | 12,906 | $9.3M | Add +5.8% |
| MRVL Marvell Technology Inc. | 0.24% | 30,838 | $9.2M | Reduce -18.0% |
| USRT iShares Core US REIT ETF | 0.24% | 137,999 | $9.2M | Reduce -2.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.23% | 168,033 | $8.9M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.23% | 8,829 | $8.9M | Add +8.1% |
| GEV GE Vernova Inc. | 0.23% | 7,471 | $8.8M | Add +93.9% |
| V Visa Inc. Class A | 0.23% | 25,346 | $8.7M | Add +23.5% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 73,535 | $8.6M | Add +0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 160,754 | $8.4M | Reduce -2.2% |
| IAU iShares Gold Trust | 0.22% | 111,023 | $8.4M | Reduce -7.5% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 102,436 | $8.0M | Add +2.6% |
| SNDK Sandisk Corp. | 0.21% | 3,477 | $7.9M | Add +19.0% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.20% | 90,795 | $7.6M | Add +9.2% |
| IEMG iShares Core MSCI Emerging | 0.20% | 91,492 | $7.6M | Reduce -0.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.20% | 73,777 | $7.5M | Add +0.1% |
| CVX Chevron Corp. | 0.20% | 45,520 | $7.5M | Add +1.2% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.20% | 79,278 | $7.5M | Add +4.5% |
Options reported separately and not counted above: GOOG puts ($7.4M), META puts ($2.8M), GOOGL puts ($1.7M), SPY puts ($1.6M), AAPL puts ($897K), GRAB calls ($566K), SNPS calls ($446K), TSLA calls ($421K), NTAP puts ($310K), QQQ puts ($74K), OSCR calls ($71K), SMR calls ($20K).
Portfolio Sells Q1 2026 → Q2 2026
| COIN Coinbase Global Inc. Class A | Reduce -0.8% | 0.94% | −0.39 |
| BND Vanguard Total Bond Market | Reduce -4.5% | 1.23% | −0.29 |
| AGG iShares Core U.S. Aggregate | Reduce -16.9% | 0.64% | −0.27 |
| XOM Exxon Mobil Corp. | Reduce -21.6% | 0.29% | −0.25 |
| META Meta Platforms Inc. Class A | Reduce -0.0% | 1.02% | −0.20 |
| FIG Figma Inc. Class A | Reduce -8.0% | 0.38% | −0.19 |
| FLOT iShares Floating Rate Bond E | Reduce -73.9% | 0.05% | −0.18 |
| USFR Wisdomtree Floating Rate Tre | Reduce -76.8% | 0.04% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -21.6% | 0.29% | −0.14 |
| INSM Insmed Inc. | Reduce -92.2% | 0.01% | −0.13 |
| COP Conocophillips | Reduce -54.2% | 0.05% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.80% | −0.12 |
| NFLX Netflix Inc. | Reduce -11.3% | 0.14% | −0.11 |
| IAU iShares Gold Trust | Reduce -7.5% | 0.22% | −0.11 |
| AMGN Amgen Inc. | Reduce -50.2% | 0.08% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Reduce -61.1% | 0.05% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -4.2% | 0.28% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -14.0% | 0.17% | −0.08 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -13.3% | 0.19% | −0.07 |
| GE General Electric | Reduce -37.7% | 0.14% | −0.06 |
| T AT&T Inc. | Reduce -1.9% | 0.09% | −0.06 |
| BPRE Bluerock Private Real Estate | Reduce -39.1% | 0.04% | −0.06 |
| USIG iShares Broad Usd Investment | Reduce -34.2% | 0.07% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -20.6% | 0.19% | −0.05 |
| MCD McDonald's Corp. | Reduce -9.6% | 0.11% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -7.2% | 0.20% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.2% | 0.22% | −0.05 |
| CMF iShares California Muni Bond | Reduce -13.0% | 0.13% | −0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.5% | 0.23% | −0.04 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -33.1% | 0.04% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -7.5% | 0.06% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -23.1% | 0.05% | −0.04 |
| AZN Astrazeneca PLC | Reduce -19.7% | 0.07% | −0.04 |
| INTU Intuit Inc. | Reduce -39.8% | 0.02% | −0.04 |
| AEM Agnico Eagle Mines Ltd. | Reduce -35.7% | 0.03% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Reduce -35.5% | 0.05% | −0.04 |
| HON Honeywell International Inc. | Reduce -1.5% | 0.02% | −0.03 |
| XME SS SPDR S&P Metals Mining | Sold out | 0.00% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -4.0% | 0.07% | −0.03 |
| FIDU Fidelity MSCI Indust Indx | Sold out | 0.00% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -13.4% | 0.17% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -11.3% | 0.09% | −0.03 |
| TJX TJX Companies Inc. | Reduce -1.8% | 0.12% | −0.03 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -12.3% | 0.09% | −0.03 |
| FEZ State Street SPDR Euro Stoxx | Sold out | 0.00% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.3% | 0.15% | −0.03 |
| CRM Salesforce Inc. | Reduce -13.3% | 0.05% | −0.03 |
| MBB iShares MBS ETF | Reduce -29.8% | 0.04% | −0.03 |
| TSLA Tesla Inc. | Reduce -2.0% | 0.46% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -16.4% | 0.07% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| ABBV Abbvie Inc. | Add +186.1% | 0.82% | +0.53 |
| MU Micron Technology Inc. | Add +25.7% | 0.56% | +0.41 |
| AVGO Broadcom Inc. | Add +25.9% | 1.66% | +0.39 |
| MINT PIMCO Enhanced Short Maturit | Add +129.3% | 0.57% | +0.28 |
| HOOD Robinhood Markets Inc. Class A | Add +0.3% | 1.26% | +0.24 |
| LRCX Lam Research Corp. | Add +57.1% | 0.31% | +0.19 |
| ABT Abbott Laboratories | Add +264.3% | 0.28% | +0.18 |
| IVV iShares Core S&P 500 ETF | Add +9.0% | 3.09% | +0.17 |
| SNDK Sandisk Corp. | Add +19.0% | 0.21% | +0.15 |
| CSCO Cisco Systems Inc. | Add +46.5% | 0.30% | +0.14 |
| AAPL Apple Inc. | Add +7.4% | 3.81% | +0.14 |
| CAT Caterpillar Inc. | Add +4.6% | 0.53% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 2.07% | +0.13 |
| GEV GE Vernova Inc. | Add +93.9% | 0.23% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 1.51% | +0.12 |
| AMAT Applied Materials Inc. | Add +5.8% | 0.24% | +0.12 |
| ANET Arista Networks Inc. | Add +156.4% | 0.17% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.1% | 0.56% | +0.10 |
| PG The Procter & Gamble Co. | Add +85.0% | 0.27% | +0.10 |
| NOW ServiceNow Inc. | Add +205.4% | 0.15% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +71.7% | 0.15% | +0.08 |
| PFE Pfizer Inc. | Add +193.3% | 0.15% | +0.08 |
| XLK SS Technology Select Sector | Add +15.0% | 0.28% | +0.08 |
| ORCL Oracle Corp. | Add +114.8% | 0.17% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +16.0% | 0.58% | +0.07 |
| NVDA Nvidia Corp. | Add +6.5% | 1.93% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +5.0% | 0.14% | +0.07 |
| WDC Western Digital Corp. | Add +6.0% | 0.12% | +0.06 |
| PPG PPG Industries Inc. | Add +102.8% | 0.13% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +34.0% | 0.27% | +0.06 |
| LLY Eli Lilly & Co. | Add +9.7% | 0.34% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +13.1% | 0.41% | +0.06 |
| IBM Intl Business Machines Corp. | Add +23.5% | 0.31% | +0.06 |
| SGOV iShares 0-3 Month Treasury B | Add +50.8% | 0.25% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +47.2% | 0.09% | +0.05 |
| DFAE Dimensional Emerging Core Eq | Add +85.2% | 0.10% | +0.04 |
| FTNT Fortinet Inc. | Add +1.2% | 0.12% | +0.04 |
| DELL Dell Technologies -C | Add +6.2% | 0.07% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.0% | 1.23% | +0.04 |
| DFIS Dimensional International SM | Add +128.6% | 0.08% | +0.04 |
| HGER Harbor Commodity All Weather | Add +38.0% | 0.40% | +0.04 |
| IFRA iShares US Infrastructure | Add +13.7% | 0.62% | +0.04 |
| CRWV Coreweave Inc. Class A | Add +7.5% | 0.25% | +0.04 |
| V Visa Inc. Class A | Add +23.5% | 0.23% | +0.04 |
| XRLX Fundx Conservative ETF | New | 0.04% | +0.04 |
| RPG Invesco S&P 500 Pure Growth | New | 0.03% | +0.03 |
| UMC United Microelectron-SP ADR | Add +17.7% | 0.05% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +3.4% | 1.85% | +0.03 |
| CSTM Constellium SE | New | 0.03% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +166.9% | 0.05% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| GOOG Alphabet Inc. Class C | put | Reduce -12.9% | 21,000 | $7.4M |
| META Meta Platforms Inc. Class A | put | New | 5,000 | $2.8M |
| GOOGL Alphabet Inc. Class A | put | Reduce -50.0% | 4,800 | $1.7M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -54.4% | 2,100 | $1.6M |
| AMZN Amazon.com Inc. | put | Sold out | 5,000 | $1.0Mbefore exit |
| AAPL Apple Inc. | put | Reduce -50.8% | 3,100 | $897K |
| AMZN Amazon.com Inc. | call | Sold out | 2,500 | $521Kbefore exit |
| TSLA Tesla Inc. | call | New | 1,000 | $421K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 100 | $74K |
| OSCR Oscar Health Inc. Class A | call | Reduce -75.0% | 2,500 | $71K |
| HON Honeywell International Inc. | call | Sold out | 50 | $23Kbefore exit |
| SMR Nuscale Power Corp. | call | New | 2,000 | $20K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 26,780 | $187before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,248 | $3.8B | AAPL, IVV, INTF, VEA, GOOG |
| Q1 2026 | 1,197 | $3.2B | AAPL, IVV, INTF, VEA, GOOG |
| Q4 2025 | 1,202 | $3.4B | AAPL, IVV, VEA, INTF, GOOG |
| Q3 2025 | 1,150 | $3.1B | AAPL, COIN, IVV, VEA, INTF |
| Q2 2025 | 1,097 | $2.6B | COIN, AAPL, IVV, VEA, INTF |
| Q1 2025 | 1,022 | $2.2B | AAPL, IVV, COIN, INTF, VEA |
| Q4 2024 | 963 | $2.0B | AAPL, COIN, IVV, INTF, VEA |
| Q3 2024 | 907 | $1.6B | AAPL, COIN, IVV, VEA, INTF |
| Q2 2024 | 791 | $1.4B | COIN, AAPL, META, IVV, MSFT |
| Q1 2024 | 727 | $1.1B | COIN, AAPL, META, IVV, MSFT |