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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JEPIJpmorgan Equity Premium Income Etf
| 0.15% | $563,029 9,720 shares@ $57.93 avg price | Increased 16.27% |
VONGVanguard Russell 1000 Growth Etf
| 0.15% | $553,687 5,360 shares@ $103.3 avg price | |
MGCVanguard Mega Cap Etf
| 0.14% | $532,926 2,506 shares@ $212.67 avg price | |
SCHASchwab Us Small-cap Etf
| 0.14% | $501,477 19,392 shares@ $25.86 avg price | New Position |
CGGOCapital Group Global Growth Equity Etf
| 0.12% | $457,346 15,652 shares@ $29.22 avg price | Increased 0.29% |
PCARPaccar Inc
| 0.12% | $454,156 4,244 shares@ $107.02 avg price | Increased 1.44% |
IJHIshares Core S&p Mid-cap Etf
| 0.12% | $440,345 7,067 shares@ $62.32 avg price | Decreased -1.02% |
MRSKToews Agility Managed Risk Etf
| 0.12% | $436,615 13,231 shares@ $33.0 avg price | |
HDThe Home Depot Inc
| 0.11% | $417,741 1,074 shares@ $388.96 avg price | Increased 110.18% |
GDGeneral Dynamics Corp
| 0.11% | $405,123 1,538 shares@ $263.41 avg price | Increased 9.78% |