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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
VBVanguard Small-cap Etf
Recent Activity
Increased 0.48%
2.84%
$10.797M
44,935 shares@ $240.29 avg price
USMVIshares Msci Usa Min Vol Factor Etf
Recent Activity
Increased 0.49%
2.74%
$10.439M
117,575 shares@ $88.79 avg price
VVVanguard Large-cap Etf
Recent Activity
Increased 5%
2.48%
$9.435M
34,984 shares@ $269.7 avg price
SCHVSchwab Us Large-cap Value Etf
Recent Activity
Increased 203.71%
2.27%
$8.649M
331,742 shares@ $26.08 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
New Position
2.25%
$8.564M
119,094 shares@ $71.92 avg price
MTUMIshares Msci Usa Momentum Factor Etf
Recent Activity
Decreased -0.49%
1.93%
$7.34M
35,473 shares@ $206.92 avg price
GRWTcw Compounders Etf
Recent Activity
Increased 5.31%
1.93%
$7.335M
223,211 shares@ $32.87 avg price
XLKThe Technology Select Sector Spdr Etf
Recent Activity
Increased 0.36%
1.89%
$7.188M
30,914 shares@ $232.52 avg price
AAPLApple Inc
Recent Activity
Increased 10.74%
1.8%
$6.836M
27,298 shares@ $250.42 avg price
VUGVanguard Growth Etf
Recent Activity
Increased 8.02%
1.78%
$6.767M
16,487 shares@ $410.44 avg price