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Home > Institutional Investor > Compass Planning Associates Inc > Profile

Instuitional Investor - Compass Planning Associates Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Compass Planning Associates Inc
Portfolio Value	$108,949,390

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - VALUE ETF		133,681	$23,626,714	21.69%
2.	Spdr S & P 500 Etf Trust	SPY	36,328	$22,445,028	20.6%
3.	Vanguard Intl Equity Index Funds	VWO	199,583	$13,415,969	12.31%
4.	Vanguard Bond Index Funds	BND	108,282	$8,521,819	7.82%
5.	Vanguard Bond Index Funds	BND	92,822	$7,178,823	6.59%