Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FDS | 5 | Q4 2023 | 29.0% |
VANGUARD INDEX FDS | 5 | Q4 2023 | 13.4% |
VANGUARD WORLD FDS | 5 | Q4 2023 | 11.1% |
VANGUARD INDEX FDS | 5 | Q4 2023 | 9.4% |
VANGUARD WORLD FDS | 5 | Q4 2023 | 7.9% |
SCHWAB STRATEGIC TR | 5 | Q4 2023 | 8.0% |
SPDR SER TR | 5 | Q4 2023 | 6.3% |
VANGUARD SPECIALIZED FUNDS | 5 | Q4 2023 | 4.9% |
VANGUARD INDEX FDS | 5 | Q4 2023 | 2.1% |
VANGUARD WHITEHALL FDS | 5 | Q4 2023 | 1.9% |
View Compass Financial Group, INC/SD's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-08 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-04 |
13F-HR | 2023-02-07 |
View Compass Financial Group, INC/SD'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.