Gainplan LLC
GAINPLAN LLC is a Registered Investment Advisor headquartered in Bloomfield Hills, Michigan, United States. Founded in 2015, the firm offers asset management and financial planning services, including personal and family wealth planning. It is regulated by the SEC and serves individual investors and families. The firm employs approximately 13 people.
Investment Strategy
GAINPLAN LLC develops personalized financial strategies for clients, focusing on comprehensive asset management and goal-based planning. Their approach involves partnering with clients to align investment portfolios with individual life goals, managing risk through diversified holdings including equities and other investment vehicles, and adjusting plans as clients' circumstances change over time. The firm emphasizes strategic, adaptive planning to support clients through various life stages.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 43.59% | $102.9M | 154,426 | $522.84 | $666.18 | +$3.8M |
M MINT | PIMCO ETF TR | 11.98% | $28.3M | 280,891 | $100.69 | $100.69 | +$28.3M |
I IWM | ISHARES TR | 10.26% | $24.2M | 100,089 | $241.96 | $241.96 | +$24.2M |
C CSHI | NEOS ETF TRUST | 3.79% | $8.9M | 179,852 | $49.79 | $49.72 | +$149.4K |
V VOO | VANGUARD INDEX FDS | 3.76% | $8.9M | 14,493 | $355.64 | $612.38 | +$286.6K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $53.5K | 2,133 | $666.18 | $666.18 | +2,133 | +$53.5K |