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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
CGDVCapital Group Dividend Value Etf
Recent Activity
Decreased -0.34%
0.39%
$1.47M
41,681 shares@ $35.26 avg price
WMWaste Management Inc
Recent Activity
Increased 0.64%
0.31%
$1.179M
5,844 shares@ $201.8 avg price
BRK.BBerkshire Hathaway Inc B
Recent Activity
Increased 49.35%
0.31%
$1.145M
2,527 shares@ $453.29 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.72%
0.3%
$1.109M
6,239 shares@ $177.7 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Increased 0.01%
0.3%
$1.108M
15,760 shares@ $70.29 avg price
SBUXStarbucks Corp
Recent Activity
Increased 40.71%
0.29%
$1.099M
12,039 shares@ $91.25 avg price
VBKVanguard Small-cap Growth Etf
Recent Activity
Decreased -0.99%
0.29%
$1.09M
3,893 shares@ $280.07 avg price
NVDANvidia Corp
Recent Activity
Increased 16.9%
0.27%
$1.021M
7,604 shares@ $134.3 avg price
DFSVDimensional Us Small Cap Value Etf
Recent Activity
Decreased -0.4%
0.27%
$1.018M
33,076 shares@ $30.78 avg price
ABTAbbott Laboratories
Recent Activity
Increased 1.17%
0.26%
$981,003
8,673 shares@ $113.11 avg price