Compound Planning, Inc. - Portfolio overview

Compound Planning, Inc. has 1349 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. INTF - ISHARES TR, 4.47%
2. SCHV - SCHWAB STRATEGIC TR, 3.55%
3. LRGF - ISHARES TR, 3.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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