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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
IUSBIshares Core Total Usd Bond Market Etf
Recent Activity
Exited
0%
$2.86M
60,692 shares@ $47.12 avg price
DFCFDimensional Core Fixed Income Etf
Recent Activity
Exited
0%
$1.776M
41,111 shares@ $43.19 avg price
SCHFSchwab International Equity Etf
Recent Activity
Exited
0%
$736,870
17,920 shares@ $41.12 avg price
SCHESchwab Emerging Markets Equity Etf
Recent Activity
Exited
0%
$620,279
21,257 shares@ $29.18 avg price
AAgilent Technologies Inc
Recent Activity
Exited
0%
$303,939
2,047 shares@ $148.49 avg price
KEYSKeysight Technologies Inc
Recent Activity
Exited
0%
$274,313
1,726 shares@ $158.93 avg price
IQVIqvia Hldgs Inc
Recent Activity
Exited
0%
$238,392
1,006 shares@ $236.98 avg price
HPEHewlett Packard Enterprise Co
Recent Activity
Exited
0%
$230,587
11,199 shares@ $20.59 avg price
LOWLowe's Companies Inc
Recent Activity
Exited
0%
$202,596
748 shares@ $270.86 avg price