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Comprehensive Financial Planning, Inc.

Q4 2024 Holdings

Filed 2025-01-29 | 361 holdings | $118.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc(AAPL)COM037833100$8.2M32,8556.9%
Nvidia Corp(NVDA)COM67066G104$6.5M48,5255.5%
Microsoft Corp(MSFT)COM594918104$6.3M14,8795.3%
Meta Platforms Inc Class A(META)COM30303M102$4.8M8,2564.1%
Janus Henderson AAA CLO ETF(JAAA)UIE47103U845$4.8M94,7324.1%
Ishares Core S&P 500 ETF IV(IVV)UIE464287200$4.7M7,9654.0%
Vanguard S&P 500 ETF(VOO)UIE922908363$4.4M8,1083.7%
Schwab US Large Cap Growth ETF(SCHG)UIE808524300$4.0M142,8623.4%
Invsc S P 500 Top 50 ETF(XLG)UIE46137V233$3.6M73,0423.1%
Amazon.com Inc(AMZN)COM023135106$2.7M12,4382.3%
Ishares US Treasury Bondetf(GOVT)UIE46429B267$2.5M108,6672.1%
Invesco S and P Midcap Qualty ETF(XMHQ)UIE46137V472$2.4M23,8902.0%
Spdr S&P 500 ETF IV(SPY)UIE78462F103$2.3M3,8961.9%
Costco Whsl Corp New(COST)COM22160K105$2.2M2,3561.8%
Ishares Semiconductor ETF(SOXX)UIE464287523$2.0M9,4251.7%
Wisdomtree US QLT DIV GRW ETF(DGRW)UIE97717X669$2.0M24,2701.7%
Berkshire Hathaway Class B(BRK/B)COM084670702$1.9M4,1751.6%
Invsc QQQ Trust SRS 1 ETF(QQQ)UIE46090E103$1.8M3,5811.5%
Innovator Defined Wealthshield ETF(BALT)UIE45783Y855$1.8M58,0311.5%
Schwab US Dividend Equity ETF(SCHD)UIE808524797$1.7M63,4641.5%
Invesco Nasdaq 100 ETF(QQQM)UIE46138G649$1.7M7,9121.4%
J P Morgan Nasdaq EQT PRM Inc ETF(JEPQ)UIE46654Q203$1.5M27,0471.3%
Tesla Inc(TSLA)COM88160R101$1.4M3,3701.1%
Servicenow Inc(NOW)COM81762P102$1.4M1,2751.1%
Crowdstrike Hldgs Inc Class A(CRWD)COM22788C105$1.2M3,5131.0%
Vanguard Mid Cap ETF(VO)UIE922908629$1.2M4,4241.0%
Vanguard Information Technolo ETF IV(VGT)UIE92204A702$1.1M1,7920.9%
FT Vest Rising DIV Income ETF(RDVI)UIE33738D879$986.9K40,7140.8%
Invesco S & P Midcap Momentum ETF(XMMO)UIE46137V464$910.9K7,3740.8%
Ishares US Technology ETF(IYW)UIE464287721$884.4K5,5440.7%
Listed Fnds Rondhl Mgnfcnt ETF(MAGS)UIE53656G498$876.9K16,1130.7%
Ishares Expanded Tech Sector ETF(IGM)UIE464287549$853.6K8,3610.7%
Pacer US Cash Cows 100 ETF(COWZ)UIE69374H881$845.7K14,9740.7%
Technology Select Sectorspdr ETF IV(XLK)UIE81369Y803$770.1K3,3120.7%
Broadcom Inc(AVGO)COM11135F101$766.3K3,3050.6%
Innovator US Equity Power Buffer ETF(PJUL)UIE45782C813$757.3K18,3950.6%
Ishares Core Dividend Growth ETF(DGRO)UIE46434V621$727.1K11,8530.6%
Victoryshares Free Cash Flow ETF(VFLO)UIE92647X830$718.0K21,0620.6%
Ishares S&P 500 Growth ETF(IVW)UIE464287309$695.5K6,8500.6%
Avantis U S Large Cap Value ETF(AVLV)UIE025072349$646.0K9,6750.5%
JPMorgan Equity Premium Income ETF(JEPI)UIE46641Q332$643.7K11,1890.5%
Invsc S P 500 Equal Weight ETF IV(RSP)UIE46137V357$638.5K3,6440.5%
Spdr SP 1500 Value Tilt ETF(VLU)UIE78464A128$626.4K3,4030.5%
Waste Mgmt Inc del(WM)COM94106L109$626.4K3,1040.5%
Janus Henderson Secrtz Inc ETF(JSI)UIE47103U746$609.8K11,7700.5%
Alphabet Inc Class A(GOOGL)COM02079K305$576.1K3,0430.5%
First Trust MLT MNR SML CP OP ETF(MMSC)UIE33740U794$545.0K26,2800.5%
Republic Svcs Inc(RSG)COM760759100$537.0K2,6690.5%
Global X MLP ETF(MLPA)UIE37954Y343$535.5K10,8380.5%
T Rowe Price U S Equity Research ETF(TSPA)UIE87283Q503$511.4K13,8330.4%
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