Long-term investor
Compound Planning, Inc. @compoundplanninginc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001978879).
Record
- Tracked since 2025-06-30 (441 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +12.8% · all +12.8%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.8% · long · since 2025-06-30
- IVV · 3.1% · long · since 2025-06-30
- GOOG · 2.3% · long · since 2025-06-30
- INTF · 2.1% · long · since 2025-06-30
- VEA · 2.1% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- SCHG · 1.8% · long · since 2025-06-30
- SCHV · 1.8% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30
- GOOGL · 1.5% · long · since 2025-06-30
- LRGF · 1.5% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30