| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 15 | Q2 2024 | 15.2% |
| INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | 15 | Q2 2024 | 8.6% |
| SCHWAB U.S. BROAD MARKET ETF | 15 | Q2 2024 | 20.8% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 15 | Q2 2024 | 10.9% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 15 | Q2 2024 | 10.2% |
| VANGUARD VALUE INDEX FUND | 15 | Q2 2024 | 7.7% |
| INNOVATOR MSCI EAFE POWER BUFFER ETF - JANUARY | 15 | Q2 2024 | 5.5% |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 15 | Q2 2024 | 7.3% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | 15 | Q2 2024 | 10.3% |
| VANGUARD S&P 500 ETF | 15 | Q2 2024 | 4.6% |
View Compass Advisory Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-14 |
View Compass Advisory Group LLC'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.