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Home > Institutional Investor > Compass Financial Group, Inc. (ohio) > Profile

Instuitional Investor - Compass Financial Group, Inc. (ohio)

Fund Profile
Filing Period:
Fund Name: Compass Financial Group, Inc. (ohio)
Portfolio Value $136,625,898
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 31,709 $21,622,954 15.83%
2.
Vanguard Index Fds - GROWTH ETF
 26,834 $13,091,163 9.58%
3.
Vanguard Specialized Funds - DIV APP ETF
 32,242 $7,086,188 5.19%
4.
Schwab Strategic Trust
 FNDF 252,519 $6,926,608 5.07%
5.
Exone Co
 XONE 128,244 $6,352,587 4.65%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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