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Home > Institutional Investor > Compass Planning Associates Inc > Profile

Instuitional Investor - Compass Planning Associates Inc

Fund Profile
Filing Period:
Fund Name: Compass Planning Associates Inc
Portfolio Value $98,944,064
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 132,978 $22,970,536 23.22%
2.
Spdr S & P 500 Etf Trust
 SPY 35,651 $19,942,588 20.16%
3.
Vanguard Intl Equity Index Funds
 VWO 203,402 $12,338,352 12.47%
4.
Vanguard Bond Index Funds
 BND 87,796 $6,872,700 6.95%
5.
Vanguard Index Fds
 20,050 $5,510,594 5.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)