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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
FBNDFidelity Total Bond Etf
Recent Activity
Increased 122.15%
0.8%
$3.048M
67,562 shares@ $45.11 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
ORCLOracle Corp
Recent Activity
Increased 0.52%
0.69%
$2.621M
15,727 shares@ $166.64 avg price
QQQInvesco Qqq Trust
Recent Activity
Increased 4.97%
0.65%
$2.477M
4,844 shares@ $511.29 avg price
FCNFti Consulting Inc
Recent Activity
0.61%
$2.302M
12,043 shares@ $191.14 avg price
CGGRCapital Group Growth Etf
Recent Activity
Decreased -2.49%
0.6%
$2.266M
60,961 shares@ $37.18 avg price
SGOVIshares 0-3 Month Treasury Bond Etf
Recent Activity
Increased 811.51%
0.48%
$1.82M
18,139 shares@ $100.32 avg price
CGXUCapital Group International Focus Eq Etf
Recent Activity
Decreased -1.62%
0.47%
$1.764M
71,508 shares@ $24.67 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 163.21%
0.42%
$1.586M
5,472 shares@ $289.82 avg price