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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
BNDVanguard Total Bond Market Etf
Recent Activity
New Position
2.25%
$8.564M
119,094 shares@ $71.92 avg price
CGMSCapital Group U.s. Multi-sector Inc Etf
Recent Activity
New Position
0.81%
$3.078M
112,836 shares@ $27.28 avg price
BONDPimco Active Bond Etf
Recent Activity
New Position
0.8%
$3.04M
33,477 shares@ $90.81 avg price
CGCBCapital Group Core Bond Etf
Recent Activity
New Position
0.8%
$3.03M
117,473 shares@ $25.8 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.22%
$809,319
908 shares@ $891.33 avg price
SCHASchwab Us Small-cap Etf
Recent Activity
New Position
0.14%
$501,477
19,392 shares@ $25.86 avg price
PHBInvesco Fundamental Hi Yld Corp Bd Etf
Recent Activity
New Position
0.08%
$291,540
16,125 shares@ $18.08 avg price
SCHOSchwab Short-term Us Treasury Etf
Recent Activity
New Position
0.07%
$259,848
10,800 shares@ $24.06 avg price
CGHMCapital Group Municipal High-income Etf
Recent Activity
New Position
0.07%
$236,039
9,337 shares@ $25.28 avg price
VPLSVanguard Core-plus Bond Etf
Recent Activity
New Position
0.06%
$221,739
2,918 shares@ $76.0 avg price