Compound Planning, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Compound Planning, Inc. reported 1,097 stock positions worth $2.6 billion. Its top holding was Coinbase Global Class A (COIN) at 4.2% of the portfolio, followed by Apple (AAPL, 2.8%) and iShares Core S&P 500 ETF (IVV, 2.7%). Compared with Q1 2025, it opened 141 new positions, sold out of 66, added to 573 and reduced 358. The biggest buy was Microsoft (MSFT, shares +24%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001978879
- Portfolio Value
- $2.6B (Q2 2025)
- SEC Filing
- 0001172661-25-003416 ↗ filed Aug 14, 2025
Holdings Value
Holdings 1,097 stocks · $2.6B
| COIN Coinbase Global Inc. Class A | 4.15% | 313,252 | $109.8M | Reduce -6.1% |
| AAPL Apple Inc. | 2.81% | 362,745 | $74.4M | Add +7.8% |
| IVV iShares Core S&P 500 ETF | 2.73% | 116,139 | $72.1M | Add +3.9% |
| VEA Vanguard Ftse Developed ETF | 2.31% | 1,070,509 | $61.0M | Add +16.9% |
| INTF iShares International Equity | 2.29% | 1,771,706 | $60.6M | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 2.02% | 1,831,771 | $53.5M | Add +25.9% |
| SCHV Schwab US Large-Cap Value | 1.97% | 1,881,437 | $52.1M | Add +25.9% |
| MSFT Microsoft Corp. | 1.96% | 104,243 | $51.9M | Add +23.9% |
| META Meta Platforms Inc. Class A | 1.94% | 69,375 | $51.2M | Reduce -5.9% |
| OKLO Oklo Inc. | 1.82% | 861,881 | $48.3M | Reduce -10.7% |
| VOO Vanguard S&P 500 ETF | 1.78% | 82,796 | $47.0M | Add +17.5% |
| LRGF iShares US Equity Factor ETF | 1.77% | 731,834 | $46.9M | Add +5.0% |
| NVDA Nvidia Corp. | 1.59% | 265,861 | $42.0M | Add +7.3% |
| VWO Vanguard Ftse Emerging Marke | 1.53% | 819,916 | $40.6M | Add +0.2% |
| HOOD Robinhood Markets Inc. Class A | 1.49% | 421,981 | $39.5M | Reduce -21.9% |
| BND Vanguard Total Bond Market | 1.43% | 514,514 | $37.9M | Add +23.2% |
| AMZN Amazon.com Inc. | 1.34% | 160,972 | $35.3M | Add +12.3% |
| GOOG Alphabet Inc. Class C | 1.30% | 193,110 | $34.3M | Add +3.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.23% | 137,592 | $32.6M | Add +23.9% |
| NFLT Virtus Newfleet Multi-Sector | 1.20% | 1,395,236 | $31.9M | Add +12.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.14% | 68,827 | $30.2M | Reduce -8.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.02% | 425,416 | $26.9M | Add +3.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.92% | 526,160 | $24.3M | Add +10.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 47,897 | $23.3M | Add +21.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.88% | 130,998 | $23.2M | Reduce -4.1% |
| AGG iShares Core U.S. Aggregate | 0.83% | 222,163 | $22.0M | Add +9.2% |
| GOOGL Alphabet Inc. Class A | 0.82% | 122,743 | $21.6M | Reduce -0.1% |
| IYW iShares Ustechnology ETF | 0.80% | 121,976 | $21.1M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 0.73% | 66,390 | $19.2M | Add +5.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 30,340 | $18.7M | Reduce -30.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 32,003 | $17.7M | Add +2.5% |
| SCHF Schwab Intl Equity ETF | 0.60% | 717,846 | $15.9M | Reduce -11.8% |
| SYLD Cambria Shareholder Yield Et | 0.58% | 236,710 | $15.4M | Add +8.3% |
| SCHB Schwab US Broad Market ETF | 0.57% | 629,376 | $15.0M | Add +15.2% |
| TSLA Tesla Inc. | 0.55% | 46,151 | $14.7M | Add +47.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.55% | 263,515 | $14.5M | Add +12.2% |
| NFLX Netflix Inc. | 0.55% | 10,826 | $14.5M | Add +33.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 286,687 | $14.1M | Add +15.9% |
| THLV Thor Equal WL VL ETF-Usd Inc. | 0.49% | 448,135 | $12.8M | Add +4.2% |
| IWF iShares Russell 1000 Growth | 0.48% | 29,983 | $12.7M | Reduce -18.2% |
| IFRA iShares US Infrastructure | 0.46% | 249,542 | $12.3M | Add +10.0% |
| AVGO Broadcom Inc. | 0.46% | 44,329 | $12.2M | Add +12.8% |
| DYFI Idx Dynamic Fixed Income ETF | 0.45% | 517,324 | $12.0M | Add +10.4% |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 82,255 | $11.2M | Add +107.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.42% | 57,208 | $11.2M | Reduce -14.5% |
| FTLS First Trust Long/Short Eqty | 0.42% | 167,359 | $11.1M | Add +0.7% |
| INDS Pacer Industrial Real Estate | 0.42% | 298,516 | $11.0M | Add +1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 36,242 | $11.0M | Add +44.5% |
| COST Costco Wholesale Corp. | 0.42% | 11,126 | $11.0M | Add +7.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.40% | 37,842 | $10.5M | Reduce -13.9% |
| MBB iShares MBS ETF | 0.39% | 111,225 | $10.4M | Add +12.9% |
| DFUV Dimensional US Marketwide Va | 0.39% | 244,044 | $10.3M | Reduce -16.1% |
| DFIV Dimensional International Va | 0.38% | 236,759 | $10.1M | Reduce -11.6% |
| HYDB iShares High Yield Systemati | 0.37% | 208,301 | $9.9M | Add +8.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.37% | 184,269 | $9.8M | Add +29.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 34,436 | $9.6M | Add +26.3% |
| TLT iShares 20+ Year Treasury BD | 0.35% | 104,742 | $9.2M | Add +7.2% |
| RBLX Roblox Corp. Class A | 0.34% | 85,387 | $9.0M | Reduce -38.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 29,331 | $8.6M | Add +5.0% |
| MA Mastercard Inc. Class A | 0.31% | 14,793 | $8.3M | Add +12.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 156,871 | $8.3M | Add +0.0% |
| USRT iShares Core US REIT ETF | 0.31% | 145,460 | $8.2M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 35,416 | $8.0M | Add +6.6% |
| IWM iShares Russell 2000 ETF | 0.30% | 37,004 | $8.0M | Reduce -14.0% |
| IAU iShares Gold Trust | 0.29% | 122,541 | $7.6M | Add +4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 85,911 | $7.2M | Add +133.5% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.27% | 142,523 | $7.1M | Add +25.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.27% | 70,990 | $7.1M | Add +10.3% |
| COMT iShares Gsci Commodity Dynam | 0.27% | 271,061 | $7.0M | Add +1.7% |
| JNJ Johnson & Johnson | 0.26% | 45,671 | $7.0M | Reduce -7.0% |
| T AT&T Inc. | 0.26% | 240,779 | $7.0M | Add +5.8% |
| V Visa Inc. Class A | 0.26% | 19,462 | $6.9M | Add +8.2% |
| FLOT iShares Floating Rate Bond E | 0.26% | 135,210 | $6.9M | Add +13.4% |
| EFA iShares MSCI Eafe ETF | 0.26% | 75,784 | $6.8M | Reduce -5.1% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 36,818 | $6.7M | Add +27.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 138,902 | $6.6M | Reduce -4.9% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.24% | 86,162 | $6.5M | Reduce -0.9% |
| WMT Walmart Inc. | 0.24% | 65,471 | $6.4M | Add +5.8% |
| CAT Caterpillar Inc. | 0.24% | 16,373 | $6.4M | Add +5.4% |
| LLY Eli Lilly & Co. | 0.24% | 8,151 | $6.4M | Add +0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.24% | 47,683 | $6.3M | Add +7.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 55,464 | $6.1M | Add +10.7% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 210,039 | $5.6M | Add +12.9% |
| IEF iShares 7-10 Year Treasury B | 0.21% | 57,864 | $5.5M | Add +9.0% |
| BKNG Booking Holdings Inc. | 0.21% | 951 | $5.5M | Add +14.4% |
| XOM Exxon Mobil Corp. | 0.21% | 50,940 | $5.5M | Reduce -9.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.20% | 124,197 | $5.3M | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 0.20% | 7,464 | $5.3M | Reduce -33.5% |
| CRM Salesforce Inc. | 0.20% | 19,262 | $5.3M | Add +9.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 18,164 | $5.2M | Reduce -15.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 101,636 | $5.0M | Add +35.5% |
| XLK SS Technology Select Sector | 0.19% | 19,478 | $4.9M | Reduce -20.5% |
| CVX Chevron Corp. | 0.18% | 33,957 | $4.9M | Reduce -7.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.18% | 10,782 | $4.8M | Add +20.0% |
| SCHA Schwab US Small-Cap ETF | 0.18% | 183,484 | $4.6M | Reduce -7.7% |
| SO The Southern Co. | 0.17% | 50,402 | $4.6M | Add +151.7% |
| IWB iShares Russell 1000 ETF | 0.17% | 13,616 | $4.6M | Reduce -7.2% |
| MINT PIMCO Enhanced Short Maturit | 0.17% | 45,588 | $4.6M | Add +2.5% |
| ORCL Oracle Corp. | 0.17% | 20,722 | $4.5M | Add +16.7% |
| SPHY SS SPDR P High Yield ETF | 0.17% | 187,675 | $4.5M | Add +28.4% |
Options reported separately and not counted above: ESGV puts ($307K), KMX calls ($168K), QQQ puts ($165K), SPY calls ($124K), AMZN puts ($110K), AAPL puts ($103K), COST puts ($99K), ECL puts ($81K), UL puts ($67K), GOOG calls ($53K), MSFT puts ($50K), BRK.B puts ($49K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LMP CAPITAL AND INCOME FUND | RIGHT 07/11/2025 | 31,935 | $2K | Reduce -3.0% |
Total filed on the 13F, all lines: $2.6B.
Portfolio Sells Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -30.6% | 0.71% | −0.41 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 0.88% | −0.20 |
| XCCC Bondbloxx-CCC-Usd HY Corp. BD | Sold out | 0.00% | −0.16 |
| DFUV Dimensional US Marketwide Va | Reduce -16.1% | 0.39% | −0.16 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -14.5% | 0.42% | −0.15 |
| RTX RTX Corp. | Reduce -55.9% | 0.10% | −0.15 |
| TMUS T-Mobile US Inc. | Reduce -69.1% | 0.04% | −0.15 |
| SCHF Schwab Intl Equity ETF | Reduce -11.8% | 0.60% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.1% | 1.14% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -18.2% | 0.48% | −0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -13.9% | 0.40% | −0.11 |
| JNJ Johnson & Johnson | Reduce -7.0% | 0.26% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -9.6% | 0.21% | −0.10 |
| DFIV Dimensional International Va | Reduce -11.6% | 0.38% | −0.10 |
| CVX Chevron Corp. | Reduce -7.2% | 0.18% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -16.8% | 0.17% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -2.2% | 0.08% | −0.09 |
| IWM iShares Russell 2000 ETF | Reduce -14.0% | 0.30% | −0.09 |
| GS Goldman Sachs Group Inc. | Reduce -33.5% | 0.20% | −0.08 |
| ABBV Abbvie Inc. | Reduce -12.8% | 0.10% | −0.06 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -33.5% | 0.06% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -15.8% | 0.20% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -6.8% | 0.11% | −0.05 |
| DDWM Wisdomtree DY Inter Eq FD-US | Reduce -78.2% | 0.01% | −0.05 |
| SHEL Shell PLC-ADR | Reduce -23.1% | 0.08% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.82% | −0.05 |
| FISV Fiserv Inc. | Reduce -51.6% | 0.02% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -6.0% | 0.10% | −0.05 |
| XLK SS Technology Select Sector | Reduce -20.5% | 0.19% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -5.1% | 0.26% | −0.04 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -26.7% | 0.05% | −0.04 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -61.1% | 0.02% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -7.7% | 0.18% | −0.04 |
| Z Zillow Group Inc. Class C | Reduce -66.7% | 0.01% | −0.04 |
| JD Jd.com Inc.-ADR | Reduce -38.7% | 0.02% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -9.9% | 0.08% | −0.03 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.03 |
| SMFG Sumitomo Mitsui-Spons ADR | Reduce -29.3% | 0.04% | −0.03 |
| KO The Coca-Cola Co. | Reduce -4.6% | 0.12% | −0.03 |
| JEPI JPMorgan Equity Premium Inco | Reduce -55.4% | 0.02% | −0.03 |
| DBAW Xtrackers MSCI All World Ex | Sold out | 0.00% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -7.2% | 0.17% | −0.03 |
| CPRT Copart Inc. | Reduce -62.8% | 0.01% | −0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -44.9% | 0.03% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 0.06% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -10.7% | 0.14% | −0.03 |
| BAC Bank of America Corp. | Reduce -4.9% | 0.25% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -17.5% | 0.10% | −0.03 |
| SNY Sanofi-ADR | Reduce -31.2% | 0.03% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -16.2% | 0.06% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +23.9% | 1.96% | +0.52 |
| NVDA Nvidia Corp. | Add +7.3% | 1.59% | +0.36 |
| SCHG Schwab US Large-Cap Growth | Add +25.9% | 2.02% | +0.36 |
| PLTR Palantir Technologies Inc. Class A | Add +107.3% | 0.42% | +0.27 |
| NFLX Netflix Inc. | Add +33.0% | 0.55% | +0.20 |
| VEA Vanguard Ftse Developed ETF | Add +16.9% | 2.31% | +0.18 |
| TSLA Tesla Inc. | Add +47.0% | 0.55% | +0.18 |
| AVGO Broadcom Inc. | Add +12.8% | 0.46% | +0.16 |
| SCHV Schwab US Large-Cap Value | Add +25.9% | 1.97% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +133.5% | 0.27% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +17.5% | 1.78% | +0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +23.9% | 1.23% | +0.11 |
| MO Altria Group Inc. | Add +260.3% | 0.16% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +44.5% | 0.42% | +0.10 |
| AMZN Amazon.com Inc. | Add +12.3% | 1.34% | +0.09 |
| SO The Southern Co. | Add +151.7% | 0.17% | +0.09 |
| FENI Fidelity Enhanced Intl ETF | New | 0.08% | +0.08 |
| TRT Trio-Tech International | New | 0.07% | +0.07 |
| IYW iShares Ustechnology ETF | Add +6.3% | 0.80% | +0.06 |
| JAVA JPMorgan Active Value ETF | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +16.7% | 0.17% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +140.6% | 0.11% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.6% | 0.30% | +0.05 |
| QUS SS SPDR MSCI U Stratfact ETF | New | 0.04% | +0.04 |
| BSJQ Invesco Bulletshares 2026 HY | Add +86.6% | 0.12% | +0.04 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.04% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +26.3% | 0.36% | +0.04 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.04% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +63.1% | 0.14% | +0.04 |
| IEI iShares 3-7 Year Treasury Bo | Add +57.9% | 0.14% | +0.03 |
| BKNG Booking Holdings Inc. | Add +14.4% | 0.21% | +0.03 |
| BND Vanguard Total Bond Market | Add +23.2% | 1.43% | +0.03 |
| GILD Gilead Sciences Inc. | Add +56.1% | 0.15% | +0.03 |
| GARP iShares MSCI USA Quality Gar | New | 0.03% | +0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +396.0% | 0.04% | +0.03 |
| CEG Constellation Energy | Add +86.7% | 0.05% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +51.4% | 0.07% | +0.03 |
| AXON Axon Enterprise Inc. | Add +9.3% | 0.10% | +0.03 |
| SCHB Schwab US Broad Market ETF | Add +15.2% | 0.57% | +0.03 |
| DWX State Street SPDR S&P Intern | New | 0.03% | +0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.03% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +29.3% | 0.37% | +0.03 |
| IDU iShares US Utilities ETF | New | 0.03% | +0.03 |
| NTES Netease Inc.-ADR | Add +86.8% | 0.06% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +27.0% | 0.25% | +0.03 |
| JMOM JPMorgan US Momentum Factor | New | 0.03% | +0.03 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | New | 0.03% | +0.03 |
| USIG iShares Broad Usd Investment | Add +318.7% | 0.04% | +0.03 |
| EMGF iShares Emerging Markets Equ | New | 0.03% | +0.03 |
| IUS Invesco Rafi Strategic US Et | New | 0.03% | +0.03 |
Options Activity Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | put | Sold out | 1,000 | $576Kbefore exit |
| TSLA Tesla Inc. | put | Sold out | 2,000 | $518Kbefore exit |
| KMX Carmax Inc. | put | Sold out | 2,500 | $195Kbefore exit |
| KMX Carmax Inc. | call | Reduce -50.0% | 2,500 | $168K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 300 | $165K |
| FTV Fortive Corp. | put | Sold out | 800 | $59Kbefore exit |
| GOOG Alphabet Inc. Class C | call | New | 300 | $53K |
| IBIT iShares Bitcoin Trust ETF | call | Sold out | 600 | $28Kbefore exit |
| COIN Coinbase Global Inc. Class A | call | Sold out | 100 | $17Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| LMP CAPITAL AND INCOME FUND | RIGHT 07/11/2025 | Reduce -3.0% | 31,935 | $2K |
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 |