Compound Planning, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 19, 2026), Compound Planning, Inc. reported 1,202 stock positions worth $3.4 billion. Its top holding was Apple (AAPL) at 3.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 2.8%) and Vanguard Ftse Developed ETF (VEA, 2.2%). Compared with Q3 2025, it opened 116 new positions, sold out of 65, added to 694 and reduced 364. The biggest buy was a new position in Figma Class A (FIG) and the biggest sale Coinbase Global Class A (COIN, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001978879
- Portfolio Value
- $3.4B (Q4 2025)
- SEC Filing
- 0001172661-26-001315 ↗ filed Feb 19, 2026
Holdings Value
Holdings 1,202 stocks · $3.4B
| AAPL Apple Inc. | 3.78% | 469,753 | $127.7M | Add +21.4% |
| IVV iShares Core S&P 500 ETF | 2.82% | 139,219 | $95.4M | Add +3.1% |
| VEA Vanguard Ftse Developed ETF | 2.24% | 1,214,523 | $75.9M | Add +0.3% |
| INTF iShares International Equity | 2.24% | 2,005,671 | $75.7M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 2.22% | 238,966 | $75.0M | Add +10.3% |
| SCHG Schwab US Large-Cap Growth | 2.02% | 2,097,817 | $68.4M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.98% | 359,109 | $67.0M | Add +15.4% |
| SCHV Schwab US Large-Cap Value | 1.83% | 2,093,243 | $62.0M | Add +0.1% |
| HOOD Robinhood Markets Inc. Class A | 1.81% | 541,675 | $61.3M | Add +28.2% |
| COIN Coinbase Global Inc. Class A | 1.80% | 269,416 | $60.9M | Reduce -7.6% |
| MSFT Microsoft Corp. | 1.76% | 123,045 | $59.5M | Add +9.3% |
| BND Vanguard Total Bond Market | 1.67% | 764,845 | $56.7M | Add +15.4% |
| LRGF iShares US Equity Factor ETF | 1.64% | 797,455 | $55.4M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.60% | 233,958 | $54.0M | Add +31.3% |
| VOO Vanguard S&P 500 ETF | 1.57% | 84,447 | $53.0M | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 1.44% | 155,130 | $48.6M | Add +16.9% |
| META Meta Platforms Inc. Class A | 1.42% | 72,515 | $47.9M | Reduce -4.2% |
| VWO Vanguard Ftse Emerging Marke | 1.32% | 831,788 | $44.7M | Reduce -3.4% |
| AVGO Broadcom Inc. | 1.29% | 126,482 | $43.8M | Add +140.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.18% | 154,846 | $39.9M | Add +2.4% |
| NFLT Virtus Newfleet Multi-Sector | 1.12% | 1,651,329 | $38.0M | Add +5.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.10% | 76,108 | $37.1M | Reduce -5.4% |
| FIG Figma Inc. Class A | 1.01% | 911,342 | $34.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 63,162 | $31.7M | Reduce -0.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.90% | 578,922 | $30.5M | Add +91.2% |
| AVEM Avantis Emerging Markets Eq | 0.84% | 369,300 | $28.4M | Add +44.2% |
| AGG iShares Core U.S. Aggregate | 0.80% | 271,627 | $27.1M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.80% | 80,576 | $27.0M | Add +2.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.79% | 573,997 | $26.7M | Add +10.3% |
| IYW iShares Ustechnology ETF | 0.79% | 133,646 | $26.7M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.76% | 79,859 | $25.7M | Add +12.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.72% | 127,779 | $24.4M | Reduce -5.5% |
| TSLA Tesla Inc. | 0.67% | 50,757 | $22.8M | Add +21.8% |
| SYLD Cambria Shareholder Yield Et | 0.57% | 277,809 | $19.3M | Add +5.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.55% | 209,568 | $18.7M | Add +1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.55% | 367,123 | $18.5M | Add +10.2% |
| IFRA iShares US Infrastructure | 0.53% | 337,560 | $17.8M | Add +9.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.52% | 290,230 | $17.5M | Add +3.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 28,243 | $17.4M | Reduce -12.3% |
| SCHB Schwab US Broad Market ETF | 0.51% | 657,681 | $17.3M | Add +3.1% |
| SCHF Schwab Intl Equity ETF | 0.51% | 713,934 | $17.2M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 25,110 | $17.1M | Reduce -13.4% |
| THLV Thor Equal WL VL ETF-Usd Inc. | 0.47% | 533,528 | $15.9M | Add +6.0% |
| CSRE C&S Real Estate Active ETF | 0.45% | 601,549 | $15.3M | New |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 85,317 | $15.2M | Add +1.7% |
| DMBS Doubleline Mortgage ETF | 0.40% | 272,928 | $13.6M | Add +1467.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 43,507 | $13.2M | Add +11.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.36% | 228,037 | $12.3M | Add +0.3% |
| JNJ Johnson & Johnson | 0.36% | 59,221 | $12.3M | Add +12.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 42,035 | $12.2M | Add +12.9% |
| IWF iShares Russell 1000 Growth | 0.36% | 25,745 | $12.2M | Reduce -13.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 57,018 | $12.1M | Reduce -3.4% |
| LLY Eli Lilly & Co. | 0.33% | 10,229 | $11.0M | Add +17.4% |
| DYFI Idx Dynamic Fixed Income ETF | 0.32% | 472,896 | $10.9M | Reduce -11.9% |
| IWM iShares Russell 2000 ETF | 0.31% | 43,256 | $10.6M | Add +17.1% |
| IAU iShares Gold Trust | 0.31% | 128,357 | $10.4M | Add +2.4% |
| CAT Caterpillar Inc. | 0.31% | 18,177 | $10.4M | Add +5.5% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 85,815 | $10.3M | Add +10.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 34,074 | $10.3M | Reduce -9.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 34,236 | $10.1M | Add +8.7% |
| ABBV Abbvie Inc. | 0.30% | 44,341 | $10.1M | Add +135.8% |
| CTA Simplify Managed Futures St | 0.30% | 371,201 | $10.1M | Add +22.2% |
| WMT Walmart Inc. | 0.30% | 89,819 | $10.0M | Add +34.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 184,716 | $9.8M | Add +3.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 176,261 | $9.7M | Add +12.3% |
| AVUV Avantis US Small Cap Value | 0.28% | 92,176 | $9.4M | Add +10.9% |
| HGER Harbor Commodity All Weather | 0.27% | 373,092 | $9.3M | New |
| DFIV Dimensional International Va | 0.27% | 183,763 | $9.2M | Reduce -23.1% |
| MA Mastercard Inc. Class A | 0.26% | 15,620 | $8.9M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.26% | 73,531 | $8.8M | Add +25.2% |
| MINT PIMCO Enhanced Short Maturit | 0.26% | 87,883 | $8.8M | Add +41.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.26% | 181,000 | $8.7M | Add +5.9% |
| DFUV Dimensional US Marketwide Va | 0.26% | 185,504 | $8.6M | Reduce -18.7% |
| NFLX Netflix Inc. | 0.25% | 91,650 | $8.6M | Reduce -16.9% |
| COST Costco Wholesale Corp. | 0.25% | 9,732 | $8.4M | Add +7.5% |
| AMD Advanced Micro Devices | 0.24% | 38,030 | $8.1M | Reduce -14.0% |
| USRT iShares Core US REIT ETF | 0.24% | 141,106 | $8.0M | Reduce -7.5% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 289,463 | $7.9M | Add +0.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 71,345 | $7.9M | Add +7.6% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.23% | 157,316 | $7.8M | Reduce -1.3% |
| V Visa Inc. Class A | 0.23% | 22,122 | $7.8M | Add +9.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.23% | 54,289 | $7.7M | Add +1.5% |
| GS Goldman Sachs Group Inc. | 0.22% | 8,578 | $7.5M | Add +7.7% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 23,811 | $7.3M | Add +99.5% |
| XLK SS Technology Select Sector | 0.21% | 49,473 | $7.1M | Add +44.1% |
| FLOT iShares Floating Rate Bond E | 0.21% | 138,733 | $7.1M | Add +6.3% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.20% | 85,401 | $6.9M | Reduce -7.6% |
| NEE Nextera Energy Inc. | 0.20% | 84,945 | $6.8M | Add +122.6% |
| EFA iShares MSCI Eafe ETF | 0.20% | 70,866 | $6.8M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.20% | 62,935 | $6.6M | Add +60.6% |
| MUB iShares National Muni Bond E | 0.19% | 60,117 | $6.4M | Add +16.2% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 11,065 | $6.4M | Add +146.6% |
| CVX Chevron Corp. | 0.19% | 41,909 | $6.4M | Add +8.4% |
| CRWV Coreweave Inc. Class A | 0.18% | 87,077 | $6.2M | New |
| IEF iShares 7-10 Year Treasury B | 0.18% | 63,235 | $6.1M | Add +2.8% |
| TLT iShares 20+ Year Treasury BD | 0.17% | 67,841 | $5.9M | Reduce -26.5% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 29,629 | $5.9M | Reduce -4.6% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.17% | 74,634 | $5.9M | Add +8.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.17% | 18,500 | $5.8M | Add +1.6% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 73,608 | $5.8M | Reduce -8.2% |
Options reported separately and not counted above: SPY calls ($20.5M), HOOD puts ($5.7M), GRAB calls ($749K), OSCR calls ($144K).
Portfolio Sells Q3 2025 → Q4 2025
| COIN Coinbase Global Inc. Class A | Reduce -7.6% | 1.80% | −1.39 |
| OKLO Oklo Inc. | Reduce -83.2% | 0.10% | −0.88 |
| SCHH Schwab US REIT ETF | Reduce -95.8% | 0.02% | −0.42 |
| META Meta Platforms Inc. Class A | Reduce -4.2% | 1.42% | −0.38 |
| MBB iShares MBS ETF | Reduce -83.7% | 0.06% | −0.33 |
| HYDB iShares High Yield Systemati | Reduce -92.3% | 0.02% | −0.32 |
| FTLS First Trust Long/Short Eqty | Reduce -88.5% | 0.03% | −0.29 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.4% | 1.32% | −0.19 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.4% | 2.02% | −0.18 |
| NFLX Netflix Inc. | Reduce -16.9% | 0.25% | −0.17 |
| LRGF iShares US Equity Factor ETF | Reduce -0.5% | 1.64% | −0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.4% | 1.10% | −0.15 |
| MO Altria Group Inc. | Reduce -69.7% | 0.04% | −0.14 |
| T AT&T Inc. | Reduce -44.7% | 0.11% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.4% | 0.51% | −0.12 |
| RBLX Roblox Corp. Class A | Reduce -1.4% | 0.13% | −0.11 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -92.5% | 0.01% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.3% | 0.51% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.5% | 0.72% | −0.09 |
| MMM 3M Co. | Reduce -68.0% | 0.04% | −0.09 |
| TLT iShares 20+ Year Treasury BD | Reduce -26.5% | 0.17% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.94% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -13.3% | 0.36% | −0.09 |
| DFIV Dimensional International Va | Reduce -23.1% | 0.27% | −0.09 |
| SPHY SS SPDR P High Yield ETF | Reduce -36.2% | 0.11% | −0.08 |
| DYFI Idx Dynamic Fixed Income ETF | Reduce -11.9% | 0.32% | −0.08 |
| DFUV Dimensional US Marketwide Va | Reduce -18.7% | 0.26% | −0.07 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.07 |
| BCS Barclays PLC-Spons ADR | Sold out | 0.00% | −0.07 |
| COF Capital One Financial Corp. | Reduce -41.9% | 0.11% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -1.0% | 0.79% | −0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -9.2% | 0.30% | −0.06 |
| USRT iShares Core US REIT ETF | Reduce -7.5% | 0.24% | −0.05 |
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -23.3% | 0.12% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.4% | 0.36% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -4.4% | 0.10% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -13.5% | 0.08% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -16.6% | 0.11% | −0.03 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -7.6% | 0.20% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.2% | 0.17% | −0.03 |
| DBP Invesco DB Precious Metals F | Sold out | 0.00% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -26.7% | 0.06% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -2.0% | 0.26% | −0.03 |
| DWX State Street SPDR S&P Intern | Sold out | 0.00% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -9.1% | 0.13% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -41.2% | 0.03% | −0.03 |
| AXON Axon Enterprise Inc. | Reduce -6.4% | 0.05% | −0.03 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -1.3% | 0.23% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| FIG Figma Inc. Class A | New | 1.01% | +1.01 |
| AVGO Broadcom Inc. | Add +140.0% | 1.29% | +0.73 |
| AAPL Apple Inc. | Add +21.4% | 3.78% | +0.59 |
| GOOG Alphabet Inc. Class C | Add +10.3% | 2.22% | +0.51 |
| CSRE C&S Real Estate Active ETF | New | 0.45% | +0.45 |
| GOOGL Alphabet Inc. Class A | Add +16.9% | 1.44% | +0.39 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +91.2% | 0.90% | +0.38 |
| DMBS Doubleline Mortgage ETF | Add +1467.1% | 0.40% | +0.37 |
| AMZN Amazon.com Inc. | Add +31.3% | 1.60% | +0.33 |
| HGER Harbor Commodity All Weather | New | 0.27% | +0.27 |
| AVEM Avantis Emerging Markets Eq | Add +44.2% | 0.84% | +0.22 |
| CRWV Coreweave Inc. Class A | New | 0.18% | +0.18 |
| ABBV Abbvie Inc. | Add +135.8% | 0.30% | +0.16 |
| SGOV iShares 0-3 Month Treasury B | Add +643.7% | 0.17% | +0.14 |
| BPRE Bluerock Private Real Estate | New | 0.12% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +146.6% | 0.19% | +0.12 |
| LLY Eli Lilly & Co. | Add +17.4% | 0.33% | +0.11 |
| NEE Nextera Energy Inc. | Add +122.6% | 0.20% | +0.11 |
| PCMM BBLX Private Credit Clo ETF | New | 0.11% | +0.11 |
| INTC Intel Corp. | Add +268.6% | 0.14% | +0.10 |
| GE General Electric | Add +99.5% | 0.22% | +0.10 |
| NVDA Nvidia Corp. | Add +15.4% | 1.98% | +0.10 |
| MRK Merck & Co. Inc. | Add +60.6% | 0.20% | +0.09 |
| DJP Ipath Bloomberg Commodity Inc. | New | 0.09% | +0.09 |
| BND Vanguard Total Bond Market | Add +15.4% | 1.67% | +0.08 |
| TSLA Tesla Inc. | Add +21.8% | 0.67% | +0.07 |
| WMT Walmart Inc. | Add +34.3% | 0.30% | +0.07 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.07% | +0.07 |
| CSCO Cisco Systems Inc. | Add +81.3% | 0.15% | +0.07 |
| MCD McDonald's Corp. | Add +97.4% | 0.14% | +0.06 |
| DKNG Draftkings Inc. Class A | New | 0.06% | +0.06 |
| PPG PPG Industries Inc. | New | 0.06% | +0.06 |
| MINT PIMCO Enhanced Short Maturit | Add +41.7% | 0.26% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +174.4% | 0.09% | +0.06 |
| MU Micron Technology Inc. | Add +22.2% | 0.12% | +0.06 |
| XLK SS Technology Select Sector | Add +44.1% | 0.21% | +0.05 |
| RTX RTX Corp. | Add +47.5% | 0.16% | +0.05 |
| RCL Royal Caribbean Cruises Ltd. | Add +187.8% | 0.09% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +44.9% | 0.15% | +0.05 |
| XOM Exxon Mobil Corp. | Add +25.2% | 0.26% | +0.05 |
| JNJ Johnson & Johnson | Add +12.6% | 0.36% | +0.05 |
| TJX TJX Companies Inc. | Add +70.1% | 0.12% | +0.05 |
| CAT Caterpillar Inc. | Add +5.5% | 0.31% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +38.0% | 0.11% | +0.04 |
| XBI SS SPDR S&P Biotech ETF | New | 0.04% | +0.04 |
| MCHP Microchip Technology Inc. | Add +374.2% | 0.05% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.5% | 0.39% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +12.3% | 0.76% | +0.03 |
| AKRE Akre Focus ETF | New | 0.03% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +29.3% | 0.12% | +0.03 |
Options Activity Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 30,000 | $20.5M |
| HOOD Robinhood Markets Inc. Class A | put | New | 50,000 | $5.7M |
| SNPS Synopsys Inc. | call | Sold out | 2,000 | $987Kbefore exit |
| JD Jd.com Inc.-ADR | call | Sold out | 20,000 | $700Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 900 | $600Kbefore exit |
| NVDA Nvidia Corp. | call | Sold out | 2,000 | $373Kbefore exit |
| AAPL Apple Inc. | put | Sold out | 500 | $127Kbefore exit |
| AMZN Amazon.com Inc. | put | Sold out | 500 | $110Kbefore exit |
| COST Costco Wholesale Corp. | put | Sold out | 100 | $93Kbefore exit |
| ECL Ecolab Inc. | put | Sold out | 300 | $82Kbefore exit |
| UL Unilever PLC-Sponsored ADR | put | Sold out | 977 | $65Kbefore exit |
| MSFT Microsoft Corp. | put | Sold out | 100 | $52Kbefore exit |
| BRK.B Berkshire Hathaway Inc. Class B | put | Sold out | 100 | $50Kbefore exit |
| SMCI Super Micro Computer Inc. | call | Sold out | 1,000 | $48Kbefore exit |
| INTC Intel Corp. | call | Sold out | 1,000 | $34Kbefore 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 |