Compound Planning, Inc.

CIK

1978879

City

NEW YORK

State / Country

NY

Stock

EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund

Top Portfolio Positions

837 positions · $1,573,063,966 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	474,651	$120,461,676	7.66%
NVDA	Nvidia Corp Technology	346,487	$60,427,332	3.84%
GOOGL	Alphabet Inc. Communication Services	166,510	$47,881,614	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	225,598	$46,985,295	2.99%
COIN	Coinbase Global, Inc. Financial Services	246,967	$43,122,907	2.74%
MSFT	Microsoft Corp Technology	116,001	$42,940,089	2.73%
AVGO	Broadcom Inc. Technology	133,261	$41,245,611	2.62%
META	Meta Platforms, Inc. Communication Services	69,057	$39,509,580	2.51%
HOOD	Robinhood Markets, Inc. Financial Services	478,464	$33,157,554	2.11%
BRK-B	Berkshire Hathaway Inc Financial Services	62,229	$29,820,136	1.90%

Portfolio Trend

13 quarters · across all stocks

Holdings in EXG

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$401,486	46,361	0.0%	Shares	Sole	2026-05-14
2025-12-31	$441,820	46,361	0.0%	Shares	Sole	2026-02-19
2025-09-30	$421,885	46,361	0.0%	Shares	Sole	2025-11-10
2025-06-30	$405,658	46,361	0.0%	Shares	Sole	2025-08-14
2025-03-31	$377,378	46,361	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$372,788	45,629	+5.0%	Shares	Sole	2025-01-17
2024-09-30	$379,067	43,471	-0.3%	Shares	Sole	2024-10-08
2024-06-30	$368,267	43,582	+13.4%	Shares	Sole	2024-07-26
2024-03-31	$313,654	38,438	+4.3%	Shares	Sole	2024-05-07
2023-12-31	$284,389	36,838	-7.4%	Shares	Sole	2024-02-08
2023-09-30	$293,193	39,782	0.0%	Shares	Sole	2023-11-09
2023-06-30	$315,073	39,782	-0.5%	Shares	Sole	2023-08-03
2023-03-31	$312,103	39,962	—	Shares	Sole	2023-06-07
No 13F history on record for this holder in this stock.