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Michael D. Miller

@Capital Planning Llc

Latest period2024 - Q4ReportedManaged Assets$381.292MTotal holdings90
Assets growth rate6.89%Assets growth rate (2-Q avg)6.88%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Planning Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Capital Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 381.292M in assets, with a quarterly growth rate of 6.89% and a 2-quarter average growth rate of 6.88%. The portfolio is managed by Michael D. Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 0.12%
11.06%
$42.163M
71,623 shares@ $588.68 avg price
SCHGSchwab Us Large-cap Growth Etf
Recent Activity
Increased 292.27%
8.33%
$31.734M
1.139M shares@ $27.87 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.76%
7.22%
$27.523M
65,297 shares@ $421.5 avg price
DGROIshares Core Dividend Growth Etf
Recent Activity
Increased 1.32%
5.62%
$21.397M
348,827 shares@ $61.34 avg price
PWRQuanta Services Inc
Recent Activity
Decreased -1.16%
5.03%
$19.141M
60,564 shares@ $316.05 avg price
MGVVanguard Mega Cap Value Etf
Recent Activity
Increased 4.07%
3.56%
$13.549M
108,472 shares@ $124.92 avg price
VOVanguard Mid-cap Etf
Recent Activity
Increased 1.17%
3.39%
$12.888M
48,795 shares@ $264.14 avg price
MGKVanguard Mega Cap Growth Etf
Recent Activity
Increased 1.31%
3.25%
$12.374M
36,032 shares@ $343.41 avg price
VGTVanguard Information Technology Etf
Recent Activity
Decreased -0.93%
3.23%
$12.302M
19,784 shares@ $621.8 avg price
BABoeing Co
Recent Activity
Decreased -2.48%
2.86%
$10.871M
61,416 shares@ $177.01 avg price