Filer Name: COMPREHENSIVE FINANCIAL PLANNING, INC./PA
CIK: 2044855
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 360
Portfolio Value: $0.12B

Comprehensive Financial Planning, Inc./Pa Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 32,855 $8M 6.95% - -
NVDA US NVIDIA CORP 48,525 $7M 5.50% - -
MSFT US MICROSOFT CORP 14,879 $6M 5.30% - -
META US META PLATFORMS INC-CLASS A 8,256 $5M 4.08% - -
JAAA US JANUS HENDERSON AAA CLO ETF 94,732 $5M 4.06% - -
IVV US ISHARES CORE S&P 500 ETF 7,965 $5M 3.96% - -
VOO US VANGUARD S&P 500 ETF 8,108 $4M 3.69% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 142,862 $4M 3.36% - -
XLG US INVESCO S&P 500 TOP 50 ETF 73,042 $4M 3.08% - -
AMZN US AMAZON.COM INC 12,438 $3M 2.30% - -
GOVT US ISHARES US TREASURY BOND ETF 108,667 $2M 2.11% - -
XMHQ US INVESCO S&P MIDCAP QUAL ETF 23,890 $2M 1.99% - -
SPY US SPDR S&P 500 ETF TRUST 3,896 $2M 1.93% - -
COST US COSTCO WHOLESALE CORP 2,356 $2M 1.82% - -
SOXX US ISHARES SEMICONDUCTOR ETF 9,425 $2M 1.72% - -
DGRW US WISDOMTREE U.S. QUALITY DIVI 24,270 $2M 1.66% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 4,175 $2M 1.60% - -
QQQ US INVESCO QQQ TRUST SERIES 1 3,581 $2M 1.55% - -
BALT US INN DEFINED WEALTH SHIELD 58,031 $2M 1.54% - -
SCHD US SCHWAB US DVD EQUITY ETF 63,464 $2M 1.46% - -
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