| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares S&P 500 Index Fund | 35 | Q2 2024 | 16.7% |
| iShares Russell 3000 Index Fund | 35 | Q2 2024 | 14.5% |
| Pimco Enhanced Short Maturity Strategy Fund | 35 | Q2 2024 | 17.6% |
| Ishares Russell 1000 Growth Etf | 35 | Q2 2024 | 9.8% |
| Vanguard Intermediate Term Bond Fund | 35 | Q2 2024 | 1.9% |
| Vanguard Total Stock Market ETF | 31 | Q2 2024 | 3.8% |
| SPDR Portfolio Aggregate Bond ETF | 31 | Q2 2024 | 2.1% |
| SPDR Portfolio Short Term Corporate Bond ETF | 27 | Q2 2024 | 15.0% |
| SPDR S&P 500 ETF | 27 | Q2 2024 | 3.5% |
| SPDR Portfolio S&P 500 ETF | 27 | Q2 2024 | 2.7% |
View Compass Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-03 |
| 13F-HR/A | 2023-08-03 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
View Compass Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.