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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 $98,486,799
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 125,830 $21,302,942 21.63%
2.
Spdr S & P 500 Etf Trust
 SPY 34,908 $20,458,773 20.77%
3.
Vanguard Intl Equity Index Funds
 VWO 189,109 $10,856,773 11.02%
4.
Vanguard Bond Index Funds
 BND 126,628 $9,784,529 9.93%
5.
Vanguard Bond Index Funds
 BND 98,998 $7,398,131 7.51%
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)