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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 $236,701,340
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 43,571 $32,629,886 13.79%
2.
Ishares Trust
 IEF 48,145 $20,529,028 8.67%
3.
Ishares Trust
 IEF 130,115 $16,156,380 6.83%
4.
Powershares Ftse Rafi Us 1000 Portfolio
 259,744 $14,033,968 5.93%
5.
Vanguard Total Stock Market Etf
 29,800 $11,027,192 4.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.