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Home > Institutional Investor > Compass Advisory Group Llc > Profile

Instuitional Investor - Compass Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Compass Advisory Group Llc
Portfolio Value $370,124,681
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,930,589 $50,639,357 13.68%
2.
Blue Buffalo Pet Products Inc.
 BUFF 806,808 $27,036,136 7.3%
3.
Vanguard Intl Equity Index Funds
 VWO 188,120 $26,536,200 7.17%
4.
Innovator Etfs Trust
 514,182 $23,873,470 6.45%
5.
Schwab Strategic Trust
 FNDF 711,007 $21,379,967 5.78%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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