Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Compass Financial Group, Inc. > Profile

Instuitional Investor - Compass Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Compass Financial Group, Inc.
Portfolio Value $194,699,855
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 48,543 $27,276,312 14.01%
2.
Ishares Trust
 IEF 57,193 $18,166,785 9.33%
3.
Ishares Trust
 IEF 39,178 $14,146,784 7.27%
4.
Powershares Ftse Rafi Us 1000 Portfolio
 291,123 $11,764,280 6.04%
5.
Janus Henderson Aaa Clo Etf
 219,573 $11,134,547 5.72%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)