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Home > Institutional Investor > Compass Planning Associates Inc > Profile

Instuitional Investor - Compass Planning Associates Inc

Fund Profile
Filing Period:
Fund Name: Compass Planning Associates Inc
Portfolio Value $156,363,543
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 365,753 $28,678,659 18.34%
2.
Vanguard Bond Index Funds
 BND 361,597 $27,908,034 17.85%
3.
Vanguard Index Fds - VALUE ETF
 105,077 $20,616,141 13.18%
4.
Spdr S & P 500 Etf Trust
 SPY 28,844 $18,758,110 12%
5.
Vanguard Scottsdale Funds
 300,706 $17,603,300 11.26%
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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