StockDriftsStockDriftsTop 50 Compound Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.67% | 468.4K | $118.9M | -0.30%(-1.40K) | $200.01(+49.10%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.91% | 144.5K | $94.4M | +3.77%(+5.25K) | $549.37(+36.80%) | 2026-03-31 | |
| INTF | ISHARES TR | 2.33% | 1.94M | $75.4M | -3.46%(-69.41K) | $30.41(+35.74%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.15% | 1.09M | $69.8M | -10.33%(-125.50K) | $50.67(+39.26%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.94% | 219.8K | $63.0M | -8.03%(-19.18K) | $177.41(+123.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.86% | 346.5K | $60.4M | -3.51%(-12.62K) | $103.97(+126.73%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 1.86% | 1.97M | $60.2M | -5.68%(-118.80K) | $25.52(+29.20%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.82% | 2.02M | $59.0M | -3.48%(-72.95K) | $25.02(+38.65%) | 2026-03-31 | |
| LRGF | ISHARES TR | 1.58% | 778.1K | $51.4M | -2.43%(-19.40K) | $56.98(+31.17%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.53% | 671.5K | $49.5M | -12.20%(-93.33K) | $73.49(-0.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.35% | +78.68% |
| Top 20 Holdings Unweighted | +21.79% | +80.63% |
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