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Michael D. Miller

Capital Planning Llc

Assets Managed
$307.449M
Holdings
82
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-13.85%(2Q avg: -4.94%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 82 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 307.449M in assets, with a quarterly growth rate of -13.85% and a 2-quarter average growth rate of -4.94%. The portfolio is managed by Michael D. Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.33%
14.37%
$44.165M
67,613 shares@ $653.21 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 14.89%
8.59%
$26.402M
906,338 shares@ $29.14 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.72%
6.5%
$19.954M
53,905 shares@ $370.18 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 8.09%
5.9%
$18.127M
258,299 shares@ $70.18 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 11.28%
3.96%
$12.167M
40,713 shares@ $298.85 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 16.34%
3.73%
$11.446M
39,856 shares@ $287.19 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -4.94%
3.58%
$10.989M
15,749 shares@ $697.74 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -7.25%
3.56%
$10.932M
41,738 shares@ $261.93 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -1.38%
3.47%
$10.646M
114,795 shares@ $92.74 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 14.22%
3.36%
$10.3M
71,058 shares@ $144.95 avg price

1-10 of 82