Compound Planning, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Compound Planning, Inc. reported 1,150 stock positions worth $3.1 billion. Its top holding was Apple (AAPL) at 3.2% of the portfolio, followed by Coinbase Global Class A (COIN, 3.2%) and iShares Core S&P 500 ETF (IVV, 2.9%). Compared with Q2 2025, it opened 134 new positions, sold out of 81, added to 700 and reduced 288. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +1406%) and the biggest sale Coinbase Global Class A (COIN, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001978879
- Portfolio Value
- $3.1B (Q3 2025)
- SEC Filing
- 0001172661-25-004675 ↗ filed Nov 10, 2025
Holdings Value
Holdings 1,150 stocks · $3.1B
| AAPL Apple Inc. | 3.19% | 387,010 | $98.5M | Add +6.7% |
| COIN Coinbase Global Inc. Class A | 3.19% | 291,708 | $98.4M | Reduce -6.9% |
| IVV iShares Core S&P 500 ETF | 2.93% | 135,005 | $90.4M | Add +16.2% |
| VEA Vanguard Ftse Developed ETF | 2.35% | 1,210,734 | $72.5M | Add +13.1% |
| INTF iShares International Equity | 2.28% | 1,960,755 | $70.4M | Add +10.7% |
| SCHG Schwab US Large-Cap Growth | 2.20% | 2,128,290 | $67.9M | Add +16.2% |
| SCHV Schwab US Large-Cap Value | 1.97% | 2,090,688 | $60.9M | Add +11.1% |
| HOOD Robinhood Markets Inc. Class A | 1.96% | 422,636 | $60.5M | Add +0.2% |
| MSFT Microsoft Corp. | 1.89% | 112,563 | $58.3M | Add +8.0% |
| NVDA Nvidia Corp. | 1.88% | 311,174 | $58.1M | Add +17.0% |
| META Meta Platforms Inc. Class A | 1.80% | 75,703 | $55.6M | Add +9.1% |
| LRGF iShares US Equity Factor ETF | 1.79% | 801,315 | $55.4M | Add +9.5% |
| GOOG Alphabet Inc. Class C | 1.71% | 216,691 | $52.8M | Add +12.2% |
| BND Vanguard Total Bond Market | 1.60% | 662,843 | $49.3M | Add +28.8% |
| VOO Vanguard S&P 500 ETF | 1.59% | 80,283 | $49.2M | Reduce -3.0% |
| VWO Vanguard Ftse Emerging Marke | 1.51% | 860,721 | $46.6M | Add +5.0% |
| AMZN Amazon.com Inc. | 1.27% | 178,225 | $39.1M | Add +10.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.25% | 80,420 | $38.6M | Add +16.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.25% | 151,295 | $38.5M | Add +10.0% |
| NFLT Virtus Newfleet Multi-Sector | 1.17% | 1,571,181 | $36.2M | Add +12.6% |
| GOOGL Alphabet Inc. Class A | 1.04% | 132,760 | $32.3M | Add +8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 63,319 | $31.8M | Add +32.2% |
| OKLO Oklo Inc. | 0.98% | 269,823 | $30.1M | Reduce -68.7% |
| AGG iShares Core U.S. Aggregate | 0.87% | 269,103 | $27.0M | Add +21.1% |
| IYW iShares Ustechnology ETF | 0.86% | 135,021 | $26.4M | Add +10.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 78,804 | $25.9M | Add +117.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.82% | 135,200 | $25.2M | Add +3.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.79% | 520,584 | $24.3M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.73% | 71,110 | $22.4M | Add +7.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 32,194 | $19.3M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 28,990 | $19.3M | Reduce -4.5% |
| AVEM Avantis Emerging Markets Eq | 0.62% | 256,179 | $19.2M | Add +1405.8% |
| TSLA Tesla Inc. | 0.60% | 41,684 | $18.5M | Reduce -9.7% |
| SYLD Cambria Shareholder Yield Et | 0.59% | 263,984 | $18.1M | Add +11.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 206,042 | $18.0M | Add +139.8% |
| AVGO Broadcom Inc. | 0.56% | 52,699 | $17.4M | Add +18.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.54% | 333,192 | $16.7M | Add +16.2% |
| SCHF Schwab Intl Equity ETF | 0.53% | 705,082 | $16.4M | Reduce -1.8% |
| SCHB Schwab US Broad Market ETF | 0.53% | 638,141 | $16.4M | Add +1.4% |
| IFRA iShares US Infrastructure | 0.53% | 308,063 | $16.3M | Add +23.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.52% | 302,765 | $16.1M | Add +453.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.52% | 279,581 | $16.1M | Add +6.1% |
| PLTR Palantir Technologies Inc. Class A | 0.50% | 83,892 | $15.3M | Add +2.0% |
| THLV Thor Equal WL VL ETF-Usd Inc. | 0.49% | 503,190 | $15.1M | Add +12.3% |
| IWF iShares Russell 1000 Growth | 0.45% | 29,698 | $13.9M | Reduce -0.9% |
| SCHH Schwab US REIT ETF | 0.44% | 628,872 | $13.6M | New |
| NFLX Netflix Inc. | 0.43% | 11,034 | $13.2M | Add +1.9% |
| DYFI Idx Dynamic Fixed Income ETF | 0.41% | 537,034 | $12.5M | Add +3.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 59,019 | $12.3M | Add +3.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.40% | 227,300 | $12.3M | Add +23.4% |
| MBB iShares MBS ETF | 0.39% | 125,204 | $11.9M | Add +12.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.36% | 37,536 | $11.2M | Reduce -0.8% |
| DFIV Dimensional International Va | 0.36% | 239,095 | $11.0M | Add +1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 37,226 | $10.9M | Add +8.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 39,007 | $10.9M | Add +10.1% |
| HYDB iShares High Yield Systemati | 0.34% | 219,850 | $10.5M | Add +5.5% |
| DFUV Dimensional US Marketwide Va | 0.33% | 228,068 | $10.2M | Reduce -6.5% |
| FTLS First Trust Long/Short Eqty | 0.32% | 142,519 | $10.0M | Reduce -14.8% |
| JNJ Johnson & Johnson | 0.32% | 52,605 | $9.8M | Add +15.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 178,780 | $9.5M | Add +14.0% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 77,978 | $9.3M | Add +104.5% |
| IAU iShares Gold Trust | 0.30% | 125,409 | $9.1M | Add +2.3% |
| MA Mastercard Inc. Class A | 0.29% | 15,933 | $9.1M | Add +7.7% |
| USRT iShares Core US REIT ETF | 0.29% | 152,591 | $9.0M | Add +4.9% |
| IWM iShares Russell 2000 ETF | 0.29% | 36,954 | $8.9M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 31,498 | $8.9M | Add +7.4% |
| CTA Simplify Managed Futures St | 0.28% | 303,670 | $8.5M | New |
| BNDX Vanguard Total Intl Bond ETF | 0.27% | 170,848 | $8.5M | Add +68.1% |
| COST Costco Wholesale Corp. | 0.27% | 9,051 | $8.4M | Reduce -18.6% |
| AVUV Avantis US Small Cap Value | 0.27% | 83,110 | $8.3M | Add +990.7% |
| TLT iShares 20+ Year Treasury BD | 0.27% | 92,293 | $8.2M | Reduce -11.9% |
| CAT Caterpillar Inc. | 0.27% | 17,237 | $8.2M | Add +5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 156,949 | $8.1M | Add +13.0% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.26% | 159,418 | $7.9M | Add +11.8% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 288,368 | $7.9M | Add +37.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.24% | 53,480 | $7.6M | Add +12.2% |
| RBLX Roblox Corp. Class A | 0.24% | 54,084 | $7.5M | Reduce -36.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 66,311 | $7.4M | Add +19.6% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.24% | 92,424 | $7.3M | Add +7.3% |
| T AT&T Inc. | 0.24% | 258,724 | $7.3M | Add +7.5% |
| AMD Advanced Micro Devices | 0.23% | 44,236 | $7.2M | Add +86.4% |
| V Visa Inc. Class A | 0.22% | 20,200 | $6.9M | Add +3.8% |
| WMT Walmart Inc. | 0.22% | 66,879 | $6.9M | Add +2.1% |
| EFA iShares MSCI Eafe ETF | 0.22% | 73,021 | $6.8M | Reduce -3.6% |
| FLOT iShares Floating Rate Bond E | 0.22% | 130,490 | $6.7M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.22% | 8,715 | $6.6M | Add +6.9% |
| XOM Exxon Mobil Corp. | 0.21% | 58,744 | $6.6M | Add +15.3% |
| GS Goldman Sachs Group Inc. | 0.21% | 7,966 | $6.3M | Add +6.7% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 80,135 | $6.3M | Add +76.4% |
| ORCL Oracle Corp. | 0.20% | 22,477 | $6.3M | Add +8.5% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 62,002 | $6.2M | Add +36.0% |
| SPHY SS SPDR P High Yield ETF | 0.20% | 253,471 | $6.1M | Add +35.1% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 31,067 | $6.0M | Reduce -15.6% |
| CVX Chevron Corp. | 0.19% | 38,642 | $6.0M | Add +13.8% |
| IEF iShares 7-10 Year Treasury B | 0.19% | 61,535 | $5.9M | Add +6.3% |
| IBIT iShares Bitcoin Trust ETF | 0.19% | 88,378 | $5.7M | Add +496.2% |
| MO Altria Group Inc. | 0.18% | 85,102 | $5.6M | Add +15.6% |
| BKNG Booking Holdings Inc. | 0.18% | 1,039 | $5.6M | Add +9.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 18,208 | $5.6M | Add +0.2% |
| MUB iShares National Muni Bond E | 0.18% | 51,752 | $5.5M | Add +38.9% |
Options reported separately and not counted above: SNPS calls ($987K), GRAB calls ($903K), JD calls ($700K), SPY puts ($600K), NVDA calls ($373K), OSCR calls ($189K), AAPL puts ($127K), AMZN puts ($110K), COST puts ($93K), ECL puts ($82K), UL puts ($65K), MSFT puts ($52K), and 3 more.
Portfolio Sells Q2 2025 → Q3 2025
| COIN Coinbase Global Inc. Class A | Reduce -6.9% | 3.19% | −0.97 |
| OKLO Oklo Inc. | Reduce -68.7% | 0.98% | −0.85 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -81.1% | 0.18% | −0.84 |
| INDS Pacer Industrial Real Estate | Reduce -95.1% | 0.02% | −0.40 |
| COMT iShares Gsci Commodity Dynam | Reduce -87.5% | 0.03% | −0.24 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -82.7% | 0.04% | −0.22 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 1.59% | −0.19 |
| COST Costco Wholesale Corp. | Reduce -18.6% | 0.27% | −0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.1% | 0.79% | −0.13 |
| SO The Southern Co. | Reduce -57.9% | 0.07% | −0.11 |
| RBLX Roblox Corp. Class A | Reduce -36.7% | 0.24% | −0.10 |
| FTLS First Trust Long/Short Eqty | Reduce -14.8% | 0.32% | −0.10 |
| EQIX Equinix Inc. | Reduce -61.0% | 0.05% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 0.63% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -11.9% | 0.27% | −0.08 |
| SCHF Schwab Intl Equity ETF | Reduce -1.8% | 0.53% | −0.07 |
| CRM Salesforce Inc. | Reduce -8.4% | 0.14% | −0.06 |
| DFUV Dimensional US Marketwide Va | Reduce -6.5% | 0.33% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -15.6% | 0.20% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -27.6% | 0.05% | −0.05 |
| SAP Sap SE-Sponsored ADR | Reduce -11.2% | 0.10% | −0.05 |
| FLOT iShares Floating Rate Bond E | Reduce -3.5% | 0.22% | −0.05 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -12.7% | 0.16% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -2.2% | 0.11% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -7.2% | 0.07% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -3.6% | 0.22% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.8% | 0.36% | −0.03 |
| SPD Simplify US Eqty Plus Down | Reduce -30.4% | 0.05% | −0.03 |
| GARP iShares MSCI USA Quality Gar | Sold out | 0.00% | −0.03 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 0.45% | −0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −0.03 |
| XLK SS Technology Select Sector | Reduce -11.9% | 0.16% | −0.03 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -5.6% | 0.04% | −0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -40.3% | 0.03% | −0.03 |
| JMOM JPMorgan US Momentum Factor | Sold out | 0.00% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -66.6% | 0.01% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -18.0% | 0.09% | −0.03 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Sold out | 0.00% | −0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -60.5% | 0.02% | −0.03 |
| PM Philip Morris International | Reduce -2.5% | 0.08% | −0.03 |
| WMB Williams Cos Inc. | Reduce -32.2% | 0.04% | −0.03 |
| IUS Invesco Rafi Strategic US Et | Sold out | 0.00% | −0.03 |
| PFIX Simplify Interest Rate Hedge | Sold out | 0.00% | −0.03 |
| JMBS Janus Henderson Mortg Backed | Reduce -62.6% | 0.01% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -55.6% | 0.02% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -24.7% | 0.06% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -26.2% | 0.05% | −0.03 |
| AFRM Affirm Holdings Inc. | Reduce -9.1% | 0.12% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| AVEM Avantis Emerging Markets Eq | Add +1405.8% | 0.62% | +0.58 |
| HOOD Robinhood Markets Inc. Class A | Add +0.2% | 1.96% | +0.46 |
| SCHH Schwab US REIT ETF | New | 0.44% | +0.44 |
| VTI VG Morningstar TS MKT ETF-US | Add +117.4% | 0.84% | +0.42 |
| GOOG Alphabet Inc. Class C | Add +12.2% | 1.71% | +0.41 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +453.5% | 0.52% | +0.41 |
| AAPL Apple Inc. | Add +6.7% | 3.19% | +0.38 |
| IEFA iShares Core MSCI Eafe ETF | Add +139.8% | 0.58% | +0.31 |
| NVDA Nvidia Corp. | Add +17.0% | 1.88% | +0.29 |
| CTA Simplify Managed Futures St | New | 0.28% | +0.28 |
| AVUV Avantis US Small Cap Value | Add +990.7% | 0.27% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +8.2% | 1.04% | +0.23 |
| IVV iShares Core S&P 500 ETF | Add +16.2% | 2.93% | +0.20 |
| SCHG Schwab US Large-Cap Growth | Add +16.2% | 2.20% | +0.17 |
| BND Vanguard Total Bond Market | Add +28.8% | 1.60% | +0.16 |
| IBIT iShares Bitcoin Trust ETF | Add +496.2% | 0.19% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +32.2% | 1.03% | +0.15 |
| IJR iShares Core S&P Small-Cap E | Add +104.5% | 0.30% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +16.8% | 1.25% | +0.11 |
| AMD Advanced Micro Devices | Add +86.4% | 0.23% | +0.10 |
| AVGO Broadcom Inc. | Add +18.9% | 0.56% | +0.10 |
| USIG iShares Broad Usd Investment | Add +286.2% | 0.13% | +0.09 |
| COF Capital One Financial Corp. | Add +143.7% | 0.17% | +0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +68.1% | 0.27% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +2.0% | 0.50% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +76.4% | 0.20% | +0.07 |
| IFRA iShares US Infrastructure | Add +23.4% | 0.53% | +0.06 |
| IYW iShares Ustechnology ETF | Add +10.7% | 0.86% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | Add +11.6% | 0.16% | +0.05 |
| JNJ Johnson & Johnson | Add +15.2% | 0.32% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.1% | 0.35% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +37.3% | 0.25% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +13.1% | 2.35% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +21.1% | 0.87% | +0.04 |
| APP AppLovin Corp. Class A | Add +13.2% | 0.08% | +0.04 |
| DFAC Dimensional US Core Equity 2 | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +25.8% | 0.14% | +0.04 |
| XME SS SPDR S&P Metals Mining | New | 0.04% | +0.04 |
| GBIL Goldman Sachs Access Treasur | Add +360.8% | 0.04% | +0.03 |
| ORCL Oracle Corp. | Add +8.5% | 0.20% | +0.03 |
| B Barrick Mining Corp. | Add +133.6% | 0.05% | +0.03 |
| MUB iShares National Muni Bond E | Add +38.9% | 0.18% | +0.03 |
| FLCO Franklin Investment Grade Co. | New | 0.03% | +0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +36.0% | 0.20% | +0.03 |
| IYY iShares Dow Jones U.S. ETF | New | 0.03% | +0.03 |
| SPHY SS SPDR P High Yield ETF | Add +35.1% | 0.20% | +0.03 |
| FEZ State Street SPDR Euro Stoxx | New | 0.03% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +23.4% | 0.40% | +0.03 |
| BVN Cia DE Minas Buenaventur-ADR | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +5.3% | 0.27% | +0.03 |
Options Activity Q2 2025 → Q3 2025
| SNPS Synopsys Inc. | call | New | 2,000 | $987K |
| GRAB Grab Holdings Ltd. Class A | call | New | 150,000 | $903K |
| JD Jd.com Inc.-ADR | call | New | 20,000 | $700K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 900 | $600K |
| NVDA Nvidia Corp. | call | New | 2,000 | $373K |
| ESGV Vanguard ESG US Stock ETF | put | Sold out | 2,800 | $307Kbefore exit |
| OSCR Oscar Health Inc. Class A | call | New | 10,000 | $189K |
| KMX Carmax Inc. | call | Sold out | 2,500 | $168Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 300 | $165Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 200 | $124Kbefore exit |
| GOOG Alphabet Inc. Class C | call | Sold out | 300 | $53Kbefore exit |
| SMCI Super Micro Computer Inc. | call | New | 1,000 | $48K |
| INTC Intel Corp. | call | New | 1,000 | $34K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2025 → Q3 2025
| LMP CAPITAL AND INCOME FUND | RIGHT 07/11/2025 | Sold out | 31,935 | $2Kbefore 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 |