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