GL

Gainplan LLC

13F
Gainplan LLC
Last update 2024-10-04 64 Stocks (2 new)
Value $212.00 Mil Turnover 2 %
Countries:
Top Holdings: SPY(42.68%)IWD(10.74%)IWF(9.24%)VOO(7.08%)VV(3.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
Gainplan LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
165,940
90307.870
+0.07%
42.680
+0.03%
0.020
+14.79%
+25.25%
614789.183
 
IWD 		iShares Russell 1000 Value ETF
130,197
22715.470
+0.12%
10.740
+0.01%
0.040
+11.33%
+17.76%
60968.199
 
IWF 		iShares Russell 1000 Growth ETF
53,622
19545.760
+0.13%
9.240
+0.01%
0.020
+19.16%
+30.75%
102924.578
 
VOO 		Vanguard S&P 500 ETF
29,939
14973.210
+8.88%
7.080
+0.58%
0.000
+14.83%
+25.30%
508742.283
 
VV 		Vanguard Large Cap ETF
28,483
7109.860
+3.10%
3.360
+0.10%
0.020
+15.08%
+25.46%
38044.772
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
137,566
4825.820
+1.24%
2.280
+0.03%
0.020
+6.40%
+6.28%
20941.708
 
VO 		Vanguard Mid-Cap ETF
16,483
3990.530
+1.20%
1.890
+0.02%
0.010
+14.98%
+18.18%
69361.054
 
CSHI 		NEOS Enhanced Income 1-3 Month T-Bill ETF
67,758
3371.640
0%
1.590
0%
0.720
+0.51%
0%
461.955
 
SPEM 		SPDR Portfolio Emerging Markets ETF
83,742
3154.570
+1.37%
1.490
+0.02%
0.030
+13.23%
+16.72%
10535.980
 
IDEV 		iShares Core MSCI International Developed Markets ETF
45,790
3005.680
+4.24%
1.420
+0.06%
0.020
+6.81%
+7.23%
14585.573
 

Gainplan LLC's Historical Top Holdings Breakdowns

Gainplan LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO 		Broadcom Inc2024-09-30Reduce
-0.72%
●
136.27 ($160.32) 178.09
$183.80
14.64%
Reduce -90%
1,038
-9,342
AAPL 		Apple Inc2024-09-30Add
+0.66%
●
207.23 ($223.32) 234.82
$226.93
1.62%
Add 483.26%
8,049
6,669
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.58%
●
496.64 ($516.09) 527.7
$546.44
5.88%
Add 8.88%
29,939
2,441
TSLA 		Tesla Inc2024-09-30Add
+0.27%
●
191.76 ($228.05) 263.26
$295.85
29.73%
Add 58.36%
7,948
2,929
QXO 		QXO Inc2024-09-30New Buy
+0.12%
●
10.75 ($29.17) 123.96
$15.65
-46.35%
New holding
3,500
3,500
VV 		Vanguard Large Cap ETF2024-09-30Add
+0.10%
●
236.92 ($253.7) 263.4
$273.50
7.80%
Add 3.1%
28,483
857
NVDA 		NVIDIA Corp2024-09-30Add
+0.07%
●
98.91 ($118.12) 134.91
$147.79
25.12%
Add 20.02%
6,905
1,152
IDEV 		iShares Core MSCI International Developed Markets ETF2024-09-30Add
+0.06%
●
63.46 ($67.83) 71.43
$68.19
0.52%
Add 4.24%
45,790
1,863
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Add
+0.04%
●
41.9 ($44.52) 48.26
$47.88
7.54%
Add 3.75%
56,895
2,055
SPDW 		SPDR Portfolio Developed World ex-US ETF2024-09-30Add
+0.03%
●
33.74 ($36.1) 37.96
$36.17
0.21%
Add 1.24%
137,566
1,691

Gainplan LLC Total Holding History ($B)

To

Gainplan LLC's Asset Allocation

To

Gainplan LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gainplan LLC's Hypothetical Growth since 2024-09-30

Gainplan LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gainplan LLC's Holdings Heat Map

Size field:

Gainplan LLC's Holdings Bubble Chart

Gainplan LLC News

  • 1

Discussions on Gainplan LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.