Compound Planning, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Compound Planning, Inc. reported 1,022 stock positions worth $2.2 billion. Its top holding was Apple (AAPL) at 3.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 2.9%) and Coinbase Global Class A (COIN, 2.6%). Compared with Q4 2024, it opened 152 new positions, sold out of 93, added to 628 and reduced 231. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +153%) and the biggest sale Alphabet Class C (GOOG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001978879
- Portfolio Value
- $2.2B (Q1 2025)
- SEC Filing
- 0001172661-25-001834 ↗ filed May 14, 2025
Holdings Value
Holdings 1,022 stocks · $2.2B
| AAPL Apple Inc. | 3.41% | 336,537 | $74.8M | Add +3.9% |
| IVV iShares Core S&P 500 ETF | 2.87% | 111,795 | $62.8M | Add +15.6% |
| COIN Coinbase Global Inc. Class A | 2.62% | 333,650 | $57.5M | Add +3.0% |
| INTF iShares International Equity | 2.43% | 1,729,476 | $53.3M | Add +12.4% |
| VEA Vanguard Ftse Developed ETF | 2.12% | 915,998 | $46.6M | Add +12.8% |
| META Meta Platforms Inc. Class A | 1.94% | 73,706 | $42.5M | Add +11.8% |
| LRGF iShares US Equity Factor ETF | 1.84% | 697,338 | $40.4M | Add +12.4% |
| SCHV Schwab US Large-Cap Value | 1.81% | 1,494,078 | $39.7M | Add +10.0% |
| VWO Vanguard Ftse Emerging Marke | 1.69% | 818,389 | $37.0M | Add +75.0% |
| SCHG Schwab US Large-Cap Growth | 1.66% | 1,454,801 | $36.4M | Add +10.8% |
| VOO Vanguard S&P 500 ETF | 1.65% | 70,482 | $36.2M | Add +25.6% |
| MSFT Microsoft Corp. | 1.44% | 84,100 | $31.6M | Reduce -2.6% |
| BND Vanguard Total Bond Market | 1.40% | 417,556 | $30.7M | Add +25.1% |
| GOOG Alphabet Inc. Class C | 1.34% | 187,302 | $29.3M | Reduce -4.8% |
| NFLT Virtus Newfleet Multi-Sector | 1.28% | 1,244,345 | $28.1M | Add +16.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.27% | 74,873 | $27.8M | Add +152.7% |
| AMZN Amazon.com Inc. | 1.24% | 143,364 | $27.3M | Add +10.0% |
| NVDA Nvidia Corp. | 1.23% | 247,734 | $26.8M | Add +3.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.12% | 111,086 | $24.6M | Add +13.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.12% | 43,710 | $24.5M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.08% | 136,647 | $23.6M | Add +140.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.04% | 412,929 | $22.7M | Add +20.2% |
| HOOD Robinhood Markets Inc. Class A | 1.03% | 540,128 | $22.5M | Reduce -0.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.00% | 476,154 | $21.9M | Add +9.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 39,559 | $21.1M | Add +24.4% |
| OKLO Oklo Inc. | 0.95% | 964,827 | $20.9M | Add +6.2% |
| AGG iShares Core U.S. Aggregate | 0.92% | 203,427 | $20.1M | Reduce -6.7% |
| GOOGL Alphabet Inc. Class A | 0.87% | 122,826 | $19.0M | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.74% | 114,734 | $16.1M | Add +11.6% |
| SCHF Schwab Intl Equity ETF | 0.73% | 813,593 | $16.1M | Reduce -15.5% |
| JPM JPMorgan Chase & Co. | 0.70% | 62,665 | $15.4M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 31,224 | $14.6M | Add +26.1% |
| SYLD Cambria Shareholder Yield Et | 0.64% | 218,650 | $13.9M | Add +17.3% |
| IWF iShares Russell 1000 Growth | 0.60% | 36,665 | $13.2M | Add +678.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.59% | 234,922 | $12.9M | Add +3.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.57% | 66,932 | $12.5M | Add +325.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 247,309 | $12.3M | Add +21.1% |
| DFUV Dimensional US Marketwide Va | 0.55% | 290,875 | $12.0M | New |
| SCHB Schwab US Broad Market ETF | 0.54% | 546,481 | $11.8M | Reduce -21.3% |
| THLV Thor Equal WL VL ETF-Usd Inc. | 0.53% | 429,993 | $11.6M | Add +6.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.50% | 43,930 | $11.1M | Add +660.4% |
| INDS Pacer Industrial Real Estate | 0.49% | 293,158 | $10.8M | Add +26.0% |
| DYFI Idx Dynamic Fixed Income ETF | 0.49% | 468,606 | $10.8M | Add +19.1% |
| FTLS First Trust Long/Short Eqty | 0.49% | 166,179 | $10.6M | Add +8.5% |
| DFIV Dimensional International Va | 0.48% | 267,912 | $10.5M | New |
| IFRA iShares US Infrastructure | 0.47% | 226,838 | $10.2M | Add +66.9% |
| COST Costco Wholesale Corp. | 0.45% | 10,379 | $9.8M | Add +2.8% |
| MBB iShares MBS ETF | 0.42% | 98,495 | $9.2M | Add +7.8% |
| HYDB iShares High Yield Systemati | 0.41% | 192,001 | $9.0M | Add +14.2% |
| TLT iShares 20+ Year Treasury BD | 0.41% | 97,726 | $8.9M | Add +18.4% |
| IWM iShares Russell 2000 ETF | 0.39% | 43,008 | $8.6M | Reduce -8.6% |
| USRT iShares Core US REIT ETF | 0.38% | 145,072 | $8.4M | Add +8.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.37% | 156,824 | $8.2M | Add +11.6% |
| JNJ Johnson & Johnson | 0.37% | 49,109 | $8.1M | Add +21.9% |
| TSLA Tesla Inc. | 0.37% | 31,405 | $8.1M | Reduce -2.2% |
| RBLX Roblox Corp. Class A | 0.37% | 138,489 | $8.1M | Add +0.6% |
| NFLX Netflix Inc. | 0.35% | 8,141 | $7.6M | Add +13.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.34% | 142,562 | $7.5M | Reduce -2.6% |
| MA Mastercard Inc. Class A | 0.33% | 13,176 | $7.2M | Add +13.8% |
| COMT iShares Gsci Commodity Dynam | 0.32% | 266,496 | $7.1M | Add +10.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 27,258 | $7.0M | Add +12.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 27,930 | $6.9M | Add +10.7% |
| IAU iShares Gold Trust | 0.32% | 117,280 | $6.9M | Reduce -5.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 25,088 | $6.9M | Add +17.5% |
| LLY Eli Lilly & Co. | 0.31% | 8,143 | $6.7M | Add +30.5% |
| XOM Exxon Mobil Corp. | 0.31% | 56,325 | $6.7M | Add +13.3% |
| AVGO Broadcom Inc. | 0.30% | 39,283 | $6.6M | Reduce -21.9% |
| EFA iShares MSCI Eafe ETF | 0.30% | 79,828 | $6.5M | Reduce -16.0% |
| T AT&T Inc. | 0.29% | 227,488 | $6.4M | Add +78.0% |
| V Visa Inc. Class A | 0.29% | 17,992 | $6.3M | Add +12.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.29% | 64,329 | $6.3M | Add +6.5% |
| GS Goldman Sachs Group Inc. | 0.28% | 11,229 | $6.1M | Reduce -1.7% |
| CVX Chevron Corp. | 0.28% | 36,588 | $6.1M | Add +13.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 146,111 | $6.1M | Reduce -3.8% |
| FLOT iShares Floating Rate Bond E | 0.28% | 119,233 | $6.1M | Add +6.5% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.26% | 86,941 | $5.7M | Add +15.2% |
| PG The Procter & Gamble Co. | 0.26% | 33,592 | $5.7M | Reduce -0.8% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.26% | 113,748 | $5.6M | Add +11.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.25% | 44,578 | $5.5M | Add +16.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 21,570 | $5.5M | Reduce -10.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 33,213 | $5.5M | Reduce -16.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.25% | 50,127 | $5.4M | Reduce -18.8% |
| WMT Walmart Inc. | 0.25% | 61,894 | $5.4M | Reduce -2.0% |
| RTX RTX Corp. | 0.25% | 40,694 | $5.4M | Add +1.4% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 186,035 | $5.2M | Add +9.6% |
| CAT Caterpillar Inc. | 0.23% | 15,535 | $5.1M | Reduce -33.0% |
| IEF iShares 7-10 Year Treasury B | 0.23% | 53,085 | $5.1M | Reduce -3.7% |
| XLK SS Technology Select Sector | 0.23% | 24,500 | $5.1M | Add +49.4% |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 28,981 | $5.0M | Reduce -5.2% |
| CRM Salesforce Inc. | 0.21% | 17,540 | $4.7M | Add +17.8% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 198,728 | $4.7M | Reduce -6.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.21% | 127,285 | $4.6M | Add +1867.3% |
| IWB iShares Russell 1000 ETF | 0.21% | 14,667 | $4.5M | Add +8.6% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 44,461 | $4.5M | Add +7.4% |
| TMUS T-Mobile US Inc. | 0.19% | 15,509 | $4.1M | Add +151.2% |
| MMM 3M Co. | 0.18% | 26,589 | $3.9M | Reduce -3.7% |
| BKNG Booking Holdings Inc. | 0.17% | 831 | $3.8M | Add +15.6% |
| UNH Unitedhealth Group Inc. | 0.17% | 7,272 | $3.8M | Add +0.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.17% | 45,123 | $3.8M | Add +382.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 8,983 | $3.8M | Add +15.3% |
Options reported separately and not counted above: META puts ($576K), TSLA puts ($518K), KMX calls ($390K), ESGV puts ($274K), KMX puts ($195K), SPY calls ($112K), AAPL puts ($111K), AMZN puts ($95K), COST puts ($95K), ECL puts ($76K), UL puts ($66K), FTV puts ($59K), and 4 more.
Portfolio Sells Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 1.34% | −0.56 |
| MSFT Microsoft Corp. | Reduce -2.6% | 1.44% | −0.40 |
| AVGO Broadcom Inc. | Reduce -21.9% | 0.30% | −0.29 |
| TSLA Tesla Inc. | Reduce -2.2% | 0.37% | −0.28 |
| SCHB Schwab US Broad Market ETF | Reduce -21.3% | 0.54% | −0.26 |
| CAT Caterpillar Inc. | Reduce -33.0% | 0.23% | −0.19 |
| MUB iShares National Muni Bond E | Reduce -53.0% | 0.13% | −0.18 |
| SCHF Schwab Intl Equity ETF | Reduce -15.5% | 0.73% | −0.17 |
| GM General Motors Co. | Reduce -79.5% | 0.03% | −0.15 |
| AGG iShares Core U.S. Aggregate | Reduce -6.7% | 0.92% | −0.15 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.6% | 0.25% | −0.15 |
| IWM iShares Russell 2000 ETF | Reduce -8.6% | 0.39% | −0.13 |
| GE General Electric | Reduce -57.8% | 0.10% | −0.11 |
| PSQ Proshares Short QQQ | Reduce -87.3% | 0.01% | −0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -18.8% | 0.25% | −0.08 |
| AFRM Affirm Holdings Inc. | Reduce -11.4% | 0.12% | −0.08 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -10.9% | 0.25% | −0.08 |
| VIOV Vanguard S&P Small-Cap 600 V | Sold out | 0.00% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -22.2% | 0.13% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -16.0% | 0.30% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.2% | 0.21% | −0.06 |
| BARCLAYS PLC | Sold out | 0.00% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -65.3% | 0.02% | −0.06 |
| BAC Bank of America Corp. | Reduce -3.8% | 0.28% | −0.06 |
| GS Goldman Sachs Group Inc. | Reduce -1.7% | 0.28% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -5.2% | 0.23% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.2% | 0.10% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -5.1% | 0.13% | −0.04 |
| WMT Walmart Inc. | Reduce -2.0% | 0.25% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -24.3% | 0.08% | −0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.6% | 0.34% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -34.9% | 0.06% | −0.04 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -19.4% | 0.08% | −0.04 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.0% | 0.13% | −0.03 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.03 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -31.0% | 0.05% | −0.03 |
| XPND First Trust Expanded Tech | Sold out | 0.00% | −0.03 |
| RCS PIMCO Strategic Income Fund | Reduce -66.0% | 0.01% | −0.03 |
| AIRR First Trust Rba American Ind | Sold out | 0.00% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.9% | 0.06% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -65.8% | 0.01% | −0.03 |
| QTEC First Trust Nasdq 100 Tech I | Sold out | 0.00% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -3.7% | 0.23% | −0.03 |
| IGLB iShares 10+ Year Inv GR Corp. | Sold out | 0.00% | −0.03 |
| SECT Main Sector Rotation ETF | Sold out | 0.00% | −0.03 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +152.7% | 1.27% | +0.65 |
| VWO Vanguard Ftse Emerging Marke | Add +75.0% | 1.69% | +0.65 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +140.6% | 1.08% | +0.59 |
| DFUV Dimensional US Marketwide Va | New | 0.55% | +0.55 |
| IWF iShares Russell 1000 Growth | Add +678.3% | 0.60% | +0.51 |
| DFIV Dimensional International Va | New | 0.48% | +0.48 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +660.4% | 0.50% | +0.42 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +325.9% | 0.57% | +0.41 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +24.4% | 0.96% | +0.23 |
| INTF iShares International Equity | Add +12.4% | 2.43% | +0.20 |
| SCHC Schwab Intl Small-Cap Equity | Add +1867.3% | 0.21% | +0.20 |
| BND Vanguard Total Bond Market | Add +25.1% | 1.40% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +12.8% | 2.12% | +0.16 |
| IFRA iShares US Infrastructure | Add +66.9% | 0.47% | +0.15 |
| T AT&T Inc. | Add +78.0% | 0.29% | +0.15 |
| BNY Bank of New York Mellon Corp. | Add +382.0% | 0.17% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +25.6% | 1.65% | +0.12 |
| TMUS T-Mobile US Inc. | Add +151.2% | 0.19% | +0.12 |
| DFAT Dimensional US Target Value | Add +355.9% | 0.15% | +0.11 |
| GILD Gilead Sciences Inc. | Add +179.0% | 0.12% | +0.08 |
| INDS Pacer Industrial Real Estate | Add +26.0% | 0.49% | +0.08 |
| EFG iShares MSCI Eafe Growth ETF | Add +181.7% | 0.13% | +0.08 |
| JNJ Johnson & Johnson | Add +21.9% | 0.37% | +0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +20.2% | 1.04% | +0.08 |
| NFLT Virtus Newfleet Multi-Sector | Add +16.9% | 1.28% | +0.07 |
| AMLP Alerian MLP ETF | Add +172.2% | 0.12% | +0.07 |
| BCS Barclays PLC-Spons ADR | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +30.5% | 0.31% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | Add +17.1% | 0.16% | +0.06 |
| AZN Astrazeneca PLC-Spons ADR | Add +92.3% | 0.12% | +0.06 |
| KO The Coca-Cola Co. | Add +51.3% | 0.15% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +51.5% | 0.15% | +0.05 |
| SHEL Shell PLC-ADR | Add +54.6% | 0.13% | +0.05 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +39.6% | 0.15% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +21.1% | 0.56% | +0.04 |
| CVX Chevron Corp. | Add +13.1% | 0.28% | +0.04 |
| TLT iShares 20+ Year Treasury BD | Add +18.4% | 0.41% | +0.04 |
| IWO iShares Russell 2000 Growth | Add +457.5% | 0.05% | +0.04 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.04% | +0.04 |
| FBND Fidelity Total Bond ETF | New | 0.04% | +0.04 |
| XLK SS Technology Select Sector | Add +49.4% | 0.23% | +0.04 |
| XLF SS Financial Select Sector | Add +237.3% | 0.06% | +0.04 |
| JMBS Janus Henderson Mortg Backed | New | 0.04% | +0.04 |
| DFAS Dimensional US Small Cap ETF | Add +298.7% | 0.05% | +0.04 |
| ROE Ast US Eq WGT QLTY Kings ETF | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +10.7% | 0.32% | +0.04 |
| XLV SS Health Care Select Sector | Add +73.4% | 0.09% | +0.04 |
| SPHQ Invesco S&P 500 Quality ETF | Add +255.5% | 0.05% | +0.04 |
| CVS CVS Health Corp. | Add +53.0% | 0.07% | +0.04 |
| XOM Exxon Mobil Corp. | Add +13.3% | 0.31% | +0.04 |
Options Activity Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | put | New | 1,000 | $576K |
| TSLA Tesla Inc. | put | New | 2,000 | $518K |
| KMX Carmax Inc. | call | New | 5,000 | $390K |
| ESGV Vanguard ESG US Stock ETF | put | New | 2,800 | $274K |
| NVDA Nvidia Corp. | call | Sold out | 6,700 | $240Kbefore exit |
| KMX Carmax Inc. | put | New | 2,500 | $195K |
| IWM iShares Russell 2000 ETF | call | Sold out | 72,000 | $179Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 18,600 | $162Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 200 | $112K |
| AAPL Apple Inc. | put | New | 500 | $111K |
| AMZN Amazon.com Inc. | put | New | 500 | $95K |
| COST Costco Wholesale Corp. | put | New | 100 | $95K |
| ECL Ecolab Inc. | put | New | 300 | $76K |
| UL Unilever PLC | put | New | 1,100 | $66K |
| FTV Fortive Corp. | put | New | 800 | $59K |
| BRK.B Berkshire Hathaway Inc. Class B | put | New | 100 | $53K |
| MSFT Microsoft Corp. | put | New | 100 | $38K |
| IBIT iShares Bitcoin Trust ETF | call | New | 600 | $28K |
| WMT Walmart Inc. | put | Sold out | 13,100 | $24Kbefore exit |
| WFC Wells Fargo & Co. | put | Sold out | 10,800 | $21Kbefore exit |
| COIN Coinbase Global Inc. Class A | call | New | 100 | $17K |
| T AT&T Inc. | put | Sold out | 24,600 | $10Kbefore exit |
| QSR Restaurant Brands Intern | put | Sold out | 10,000 | $10Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |