Compound Planning, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Compound Planning, Inc. reported 1,197 stock positions worth $3.2 billion. Its top holding was Apple (AAPL) at 3.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 2.9%) and iShares International Equity (INTF, 2.3%). Compared with Q4 2025, it opened 126 new positions, sold out of 131, added to 612 and reduced 429. The biggest buy was Exxon Mobil (XOM, shares +41%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001978879
- Portfolio Value
- $3.2B (Q1 2026)
- SEC Filing
- 0001978879-26-000003 ↗ filed May 14, 2026
Holdings Value
Holdings 1,197 stocks · $3.2B
| AAPL Apple Inc. | 3.67% | 468,351 | $118.9M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 2.91% | 144,467 | $94.4M | Add +3.8% |
| INTF iShares International Equity | 2.33% | 1,936,262 | $75.4M | Reduce -3.5% |
| VEA Vanguard Ftse Developed ETF | 2.15% | 1,089,021 | $69.8M | Reduce -10.3% |
| GOOG Alphabet Inc. Class C | 1.94% | 219,786 | $63.0M | Reduce -8.0% |
| NVDA Nvidia Corp. | 1.86% | 346,487 | $60.4M | Reduce -3.5% |
| SCHV Schwab US Large-Cap Value | 1.86% | 1,974,442 | $60.2M | Reduce -5.7% |
| SCHG Schwab US Large-Cap Growth | 1.82% | 2,024,864 | $59.0M | Reduce -3.5% |
| LRGF iShares US Equity Factor ETF | 1.58% | 778,056 | $51.4M | Reduce -2.4% |
| BND Vanguard Total Bond Market | 1.53% | 671,518 | $49.5M | Reduce -12.2% |
| AMZN Amazon.com Inc. | 1.40% | 218,098 | $45.4M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 1.39% | 156,910 | $45.1M | Add +1.1% |
| COIN Coinbase Global Inc. Class A | 1.33% | 246,967 | $43.1M | Reduce -8.3% |
| MSFT Microsoft Corp. | 1.32% | 116,001 | $42.9M | Reduce -5.7% |
| AVGO Broadcom Inc. | 1.27% | 133,261 | $41.2M | Add +5.4% |
| VWO Vanguard Ftse Emerging Marke | 1.24% | 743,008 | $40.2M | Reduce -10.7% |
| META Meta Platforms Inc. Class A | 1.22% | 69,057 | $39.5M | Reduce -4.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.19% | 88,110 | $38.5M | Add +15.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.11% | 137,137 | $35.9M | Reduce -11.4% |
| NFLT Virtus Newfleet Multi-Sector | 1.04% | 1,475,222 | $33.6M | Reduce -10.7% |
| HOOD Robinhood Markets Inc. Class A | 1.02% | 478,464 | $33.2M | Reduce -11.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.93% | 153,115 | $30.0M | Add +19.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 62,229 | $29.8M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 0.92% | 299,111 | $29.7M | Add +10.1% |
| AVEM Avantis Emerging Markets Eq | 0.92% | 368,308 | $29.7M | Reduce -0.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.90% | 633,452 | $29.3M | Add +10.4% |
| IYW iShares Ustechnology ETF | 0.78% | 138,883 | $25.2M | Add +3.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.77% | 483,516 | $25.1M | Reduce -16.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.76% | 76,942 | $24.7M | Reduce -4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 247,127 | $22.4M | Add +17.9% |
| JPM JPMorgan Chase & Co. | 0.69% | 75,831 | $22.3M | Reduce -5.0% |
| CSRE C&S Real Estate Active ETF | 0.63% | 774,031 | $20.3M | Add +28.7% |
| IFRA iShares US Infrastructure | 0.59% | 331,806 | $19.0M | Reduce -1.7% |
| FIG Figma Inc. Class A | 0.57% | 879,216 | $18.6M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 0.54% | 103,842 | $17.6M | Add +41.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 26,572 | $17.3M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 29,854 | $17.2M | Add +5.7% |
| THLV Thor Equal WL VL ETF-Usd Inc. | 0.52% | 530,355 | $16.9M | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.52% | 681,765 | $16.9M | Reduce -4.5% |
| VOO Vanguard S&P 500 ETF | 0.52% | 28,089 | $16.8M | Reduce -66.7% |
| SCHB Schwab US Broad Market ETF | 0.51% | 658,318 | $16.5M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.50% | 38,238 | $16.3M | Add +48.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.50% | 256,749 | $16.1M | Reduce -11.5% |
| TSLA Tesla Inc. | 0.49% | 43,124 | $16.0M | Reduce -15.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.48% | 311,764 | $15.6M | Reduce -15.1% |
| SYLD Cambria Shareholder Yield Et | 0.47% | 201,384 | $15.2M | Reduce -27.5% |
| JNJ Johnson & Johnson | 0.46% | 61,390 | $15.0M | Add +3.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 43,812 | $14.8M | Add +0.7% |
| MUB iShares National Muni Bond E | 0.44% | 133,357 | $14.2M | Add +121.8% |
| AVUV Avantis US Small Cap Value | 0.41% | 120,349 | $13.3M | Add +30.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.41% | 60,558 | $13.2M | Add +6.2% |
| CAT Caterpillar Inc. | 0.39% | 18,042 | $12.8M | Reduce -0.7% |
| DMBS Doubleline Mortgage ETF | 0.36% | 239,485 | $11.8M | Reduce -12.3% |
| HGER Harbor Commodity All Weather | 0.36% | 379,958 | $11.8M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.36% | 11,763 | $11.7M | Add +20.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.35% | 37,888 | $11.5M | Add +11.2% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 91,049 | $11.3M | Add +6.1% |
| MRK Merck & Co. Inc. | 0.35% | 93,562 | $11.3M | Add +48.7% |
| CTA Simplify Managed Futures St | 0.35% | 371,633 | $11.2M | Add +0.1% |
| WMT Walmart Inc. | 0.34% | 89,830 | $11.2M | Add +0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 72,936 | $10.7M | Reduce -14.5% |
| IAU iShares Gold Trust | 0.33% | 120,094 | $10.6M | Reduce -6.4% |
| IWM iShares Russell 2000 ETF | 0.32% | 42,450 | $10.5M | Reduce -1.9% |
| DFIV Dimensional International Va | 0.31% | 193,406 | $10.2M | Add +5.3% |
| DFUV Dimensional US Marketwide Va | 0.31% | 208,319 | $10.1M | Add +12.3% |
| DYFI Idx Dynamic Fixed Income ETF | 0.30% | 426,949 | $9.7M | Reduce -9.7% |
| ABBV Abbvie Inc. | 0.29% | 43,599 | $9.5M | Reduce -1.7% |
| MINT PIMCO Enhanced Short Maturit | 0.29% | 93,587 | $9.4M | Add +6.5% |
| CVX Chevron Corp. | 0.29% | 44,996 | $9.3M | Add +7.4% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 302,545 | $9.3M | Add +4.5% |
| LLY Eli Lilly & Co. | 0.28% | 9,937 | $9.1M | Reduce -2.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.28% | 168,865 | $9.0M | Reduce -25.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.27% | 164,299 | $8.6M | Reduce -11.1% |
| CSHI Neos Enhanced Income 1-3 Mon | 0.26% | 171,930 | $8.6M | Add +9.3% |
| USRT iShares Core US REIT ETF | 0.26% | 141,708 | $8.4M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 34,238 | $8.3M | Add +0.0% |
| NFLX Netflix Inc. | 0.25% | 83,380 | $8.0M | Reduce -9.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.25% | 166,716 | $8.0M | Reduce -7.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 163,030 | $7.9M | Reduce -7.5% |
| NEE Nextera Energy Inc. | 0.24% | 85,498 | $7.9M | Add +0.7% |
| IWB iShares Russell 1000 ETF | 0.24% | 22,016 | $7.8M | Add +69.4% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 99,854 | $7.8M | Add +35.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.24% | 52,664 | $7.6M | Reduce -3.0% |
| FLOT iShares Floating Rate Bond E | 0.23% | 148,373 | $7.6M | Add +7.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.21% | 5,273 | $7.0M | Add +11.3% |
| GS Goldman Sachs Group Inc. | 0.21% | 8,167 | $6.9M | Reduce -4.8% |
| CRWV Coreweave Inc. Class A | 0.21% | 88,101 | $6.8M | Add +1.2% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.21% | 83,147 | $6.8M | Reduce -2.6% |
| QUAL iShares MSCI USA Quality Fac | 0.21% | 35,158 | $6.7M | Add +18.7% |
| MA Mastercard Inc. Class A | 0.21% | 13,481 | $6.7M | Reduce -13.7% |
| EFA iShares MSCI Eafe ETF | 0.21% | 69,270 | $6.7M | Reduce -2.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.20% | 86,854 | $6.6M | Add +144.5% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 22,735 | $6.5M | Reduce -4.5% |
| IEMG iShares Core MSCI Emerging | 0.20% | 91,912 | $6.4M | Add +68.1% |
| SGOV iShares 0-3 Month Treasury B | 0.20% | 63,602 | $6.4M | Add +13.5% |
| XLK SS Technology Select Sector | 0.20% | 48,125 | $6.4M | Reduce -2.7% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.19% | 75,875 | $6.3M | Add +1.7% |
| V Visa Inc. Class A | 0.19% | 20,527 | $6.2M | Reduce -7.2% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 43,108 | $6.1M | Add +92.9% |
| RTX RTX Corp. | 0.19% | 31,613 | $6.1M | Add +5.3% |
Options reported separately and not counted above: GOOG puts ($6.9M), SPY puts ($3.0M), GOOGL puts ($2.8M), AAPL puts ($1.6M), AMZN puts ($1.0M), GRAB calls ($549K), AMZN calls ($521K), SNPS calls ($396K), NTAP puts ($205K), OSCR calls ($115K), HON calls ($23K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $187 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | 26,780 | $187 | Add +4.0% |
Total filed on the 13F, all lines: $3.2B.
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -66.7% | 0.52% | −1.05 |
| HOOD Robinhood Markets Inc. Class A | Reduce -11.7% | 1.02% | −0.79 |
| COIN Coinbase Global Inc. Class A | Reduce -8.3% | 1.33% | −0.47 |
| MSFT Microsoft Corp. | Reduce -5.7% | 1.32% | −0.43 |
| FIG Figma Inc. Class A | Reduce -3.5% | 0.57% | −0.43 |
| GOOG Alphabet Inc. Class C | Reduce -8.0% | 1.94% | −0.27 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -68.3% | 0.12% | −0.24 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.5% | 1.82% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -4.8% | 1.22% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -6.8% | 1.40% | −0.20 |
| TSLA Tesla Inc. | Reduce -15.0% | 0.49% | −0.18 |
| BND Vanguard Total Bond Market | Reduce -12.2% | 1.53% | −0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -16.5% | 0.77% | −0.13 |
| PLTR Palantir Technologies Inc. Class A | Reduce -14.5% | 0.33% | −0.12 |
| NVDA Nvidia Corp. | Reduce -3.5% | 1.86% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -52.9% | 0.08% | −0.11 |
| AAPL Apple Inc. | Reduce -0.3% | 3.67% | −0.11 |
| SYLD Cambria Shareholder Yield Et | Reduce -27.5% | 0.47% | −0.10 |
| AMD Advanced Micro Devices | Reduce -38.7% | 0.15% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -10.3% | 2.15% | −0.09 |
| NFLT Virtus Newfleet Multi-Sector | Reduce -10.7% | 1.04% | −0.09 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -25.9% | 0.28% | −0.09 |
| DJP Ipath Bloomberg Commodity Inc. | Sold out | 0.00% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.7% | 1.24% | −0.08 |
| XLRE SS Real Estate Select Sector | Reduce -82.1% | 0.02% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -32.9% | 0.09% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.4% | 1.11% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -5.0% | 0.69% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -15.1% | 0.48% | −0.07 |
| CRM Salesforce Inc. | Reduce -22.1% | 0.08% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -26.8% | 0.18% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -13.7% | 0.21% | −0.06 |
| MELI MercadoLibre Inc. | Reduce -68.4% | 0.02% | −0.05 |
| HDB HDFC Bank Ltd.-ADR | Reduce -74.2% | 0.01% | −0.05 |
| LRGF iShares US Equity Factor ETF | Reduce -2.4% | 1.58% | −0.05 |
| AFRM Affirm Holdings Inc. | Reduce -10.2% | 0.06% | −0.04 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.04 |
| DCRE DBL Comm Real Est Debt | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -2.9% | 0.28% | −0.04 |
| BAC Bank of America Corp. | Reduce -7.5% | 0.25% | −0.04 |
| SAP Sap SE-Sponsored ADR | Reduce -30.0% | 0.04% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -2.6% | 0.12% | −0.04 |
| RBLX Roblox Corp. Class A | Reduce -4.9% | 0.09% | −0.04 |
| V Visa Inc. Class A | Reduce -7.2% | 0.19% | −0.04 |
| COF Capital One Financial Corp. | Reduce -18.5% | 0.07% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -35.8% | 0.08% | −0.04 |
| SLVP iShares MSCI Global Silver A | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Reduce -9.9% | 0.09% | −0.04 |
| XLF SS Financial Select Sector | Reduce -50.5% | 0.03% | −0.04 |
| INTU Intuit Inc. | Reduce -13.0% | 0.05% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +41.2% | 0.54% | +0.28 |
| MUB iShares National Muni Bond E | Add +121.8% | 0.44% | +0.25 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +19.8% | 0.93% | +0.21 |
| CSRE C&S Real Estate Active ETF | Add +28.7% | 0.63% | +0.17 |
| IWY iShares Russell Top 200 Grow | Add +1074.7% | 0.18% | +0.16 |
| MRK Merck & Co. Inc. | Add +48.7% | 0.35% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +48.5% | 0.50% | +0.14 |
| USFR Wisdomtree Floating Rate Tre | Add +296.7% | 0.19% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +17.9% | 0.69% | +0.14 |
| AVUV Avantis US Small Cap Value | Add +30.6% | 0.41% | +0.13 |
| COP Conocophillips | Add +145.6% | 0.17% | +0.12 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +144.5% | 0.20% | +0.12 |
| BMY Bristol-Myers Squibb Co. | Add +244.8% | 0.15% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +10.1% | 0.92% | +0.11 |
| COST Costco Wholesale Corp. | Add +20.9% | 0.36% | +0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +10.4% | 0.90% | +0.11 |
| IWX iShares Russell Top 200 Valu | Add +467.0% | 0.13% | +0.11 |
| JNJ Johnson & Johnson | Add +3.7% | 0.46% | +0.10 |
| IWB iShares Russell 1000 ETF | Add +69.4% | 0.24% | +0.10 |
| CVX Chevron Corp. | Add +7.4% | 0.29% | +0.10 |
| AMGN Amgen Inc. | Add +83.4% | 0.19% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +3.8% | 2.91% | +0.09 |
| ITOT iShares Core S&P Total U.S. | Add +92.9% | 0.19% | +0.09 |
| HGER Harbor Commodity All Weather | Add +1.8% | 0.36% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +15.8% | 1.19% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +68.1% | 0.20% | +0.09 |
| IVE iShares S&P 500 Value ETF | Add +169.7% | 0.13% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +495.7% | 0.09% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +439.8% | 0.09% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +35.7% | 0.24% | +0.07 |
| IWS iShares Russell Mid-Cap Valu | Add +739.4% | 0.08% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.7% | 0.46% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +11.3% | 0.21% | +0.07 |
| DFUV Dimensional US Marketwide Va | Add +12.3% | 0.31% | +0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +472.8% | 0.07% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +4.5% | 0.29% | +0.05 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.05% | +0.05 |
| BCS Barclays PLC-Spons ADR | New | 0.05% | +0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +11.2% | 0.35% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +6.2% | 0.41% | +0.05 |
| WMT Walmart Inc. | Add +0.0% | 0.34% | +0.05 |
| LITE Lumentum Holdings Inc. | Add +67.5% | 0.07% | +0.05 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.05% | +0.05 |
| CTA Simplify Managed Futures St | Add +0.1% | 0.35% | +0.05 |
| AMAT Applied Materials Inc. | Add +13.4% | 0.13% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +6.1% | 0.35% | +0.04 |
| SNDK Sandisk Corp. | Add +53.4% | 0.06% | +0.04 |
| DFIV Dimensional International Va | Add +5.3% | 0.31% | +0.04 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.24% | +0.04 |
| T AT&T Inc. | Add +15.4% | 0.15% | +0.04 |
Options Activity Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 30,000 | $20.5Mbefore exit |
| GOOG Alphabet Inc. Class C | put | New | 24,100 | $6.9M |
| HOOD Robinhood Markets Inc. Class A | put | Sold out | 50,000 | $5.7Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 4,600 | $3.0M |
| GOOGL Alphabet Inc. Class A | put | New | 9,600 | $2.8M |
| AAPL Apple Inc. | put | New | 6,300 | $1.6M |
| AMZN Amazon.com Inc. | put | New | 5,000 | $1.0M |
| AMZN Amazon.com Inc. | call | New | 2,500 | $521K |
| SNPS Synopsys Inc. | call | New | 1,000 | $396K |
| NTAP Netapp Inc. | put | New | 2,000 | $205K |
| HON Honeywell International Inc. | call | New | 100 | $23K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Add +4.0% | 26,780 | $187 |
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 |