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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
AVGOBroadcom Inc Com
Recent Activity
Increased 15.29%
0.26%
$968,628
4,178 shares@ $231.85 avg price
DFAXDimensional World Ex Us Core Eq 2 Etf
Recent Activity
Decreased -0.11%
0.25%
$942,716
37,921 shares@ $24.86 avg price
BILSpdr Blmbg 1-3 Mth T-bill Etf
Recent Activity
Decreased -15.49%
0.25%
$923,900
10,105 shares@ $91.43 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 72.13%
0.23%
$856,060
3,902 shares@ $219.4 avg price
GOOGLAlphabet Inc A
Recent Activity
Increased 34.29%
0.22%
$829,682
4,383 shares@ $189.3 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.22%
$809,319
908 shares@ $891.33 avg price
SCHXSchwab Us Large-cap Etf
Recent Activity
Increased 200.08%
0.19%
$722,695
31,178 shares@ $23.18 avg price
CGCPCapital Group Core Plus Income Etf
Recent Activity
Decreased -68.39%
0.19%
$719,082
32,391 shares@ $22.21 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 128.16%
0.16%
$579,075
21,196 shares@ $27.33 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 13.27%
0.15%
$564,996
2,357 shares@ $239.71 avg price