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Home > Institutional Investor > Compass Ion Advisors, Llc > 13F Holdings

Instuitional Investor - Compass Ion Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 509,210 $139,951,400 16.49%
2.
Spdr Series Trust
 1,153,271 $75,839,099 8.93%
3.
Ishares Tr - CORE MSCI TOTAL
 1,046,300 $73,042,213 8.6%
4.
Ishares Tr
 1,417,985 $65,340,772 7.7%
5.
Etf Ser Solutions
 1,060,835 $28,928,967 3.41%
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)