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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
KMBKimberly-clark Corp
Recent Activity
Increased 1.05%
0.1%
$372,426
2,816 shares@ $132.26 avg price
LLYEli Lilly And Co
Recent Activity
Increased 15.63%
0.1%
$371,395
481 shares@ $772.14 avg price
HPQHp Inc
Recent Activity
Decreased -19.01%
0.1%
$365,501
11,103 shares@ $32.92 avg price
LBAYLeatherback Long Short Alt Yld Etf
Recent Activity
0.1%
$355,046
14,672 shares@ $24.2 avg price
PMPhilip Morris International Inc
Recent Activity
Increased 7.1%
0.09%
$318,002
2,613 shares@ $121.7 avg price
SYKStryker Corp
Recent Activity
Increased 3.58%
0.08%
$303,508
841 shares@ $360.89 avg price
VVisa Inc Class A
Recent Activity
Increased 21.21%
0.08%
$299,922
949 shares@ $316.05 avg price
PHBInvesco Fundamental Hi Yld Corp Bd Etf
Recent Activity
New Position
0.08%
$291,540
16,125 shares@ $18.08 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
0.08%
$276,175
6,271 shares@ $44.05 avg price
CATHGlobal X S&p 500 Catholic Values Etf
Recent Activity
0.07%
$262,823
3,689 shares@ $71.25 avg price