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COMPASS PLANNING ASSOCIATES INC
COMPASS PLANNING ASSOCIATES INC
Latest filing: 2026-06-30
COMPASS PLANNING ASSOCIATES INC runs COMPASS PLANNING ASSOCIATES INC and currently holds 33 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $184.96M. Their top holdings are BSV, BIV, VTV, SPY, VGSH. The top five represent 69.3% of reported portfolio weight. COMPASS PLANNING ASSOCIATES INC ranks #951 out of 1000 investors tracked by Alpha Score. In the most recent quarter, COMPASS PLANNING ASSOCIATES INC initiated 5 new positions. They added to 19 existing positions. They trimmed 6 positions. Their current best-performing preview position is STK with returns of +42.02%.
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33 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BSV VANGUARD BD INDEX FDS | 19.46% | $78.27 | $77.58 | -0.89% | Added +26.34% |
 BIV VANGUARD BD INDEX FDS | 16.18% | $77.21 | $75.42 | -2.32% | Added +7.88% |
 VTV VANGUARD INDEX FDS | 12.15% | $169.52 | $226.35 | +33.52% | Trimmed -1.88% |
 SPY STATE STR SPDR S&P 500 ETF T | 11.19% | $586.13 | $765.62 | +30.62% | Trimmed -3.89% |
 VGSH VANGUARD SCOTTSDALE FDS | 10.36% | $58.65 | $58.13 | -0.89% | Added +9.52% |
 VEU VANGUARD INTL EQUITY INDEX F | 8.69% | $60.69 | $85.70 | +41.21% | Added +5.21% |
 MGV VANGUARD WORLD FD | 4.91% | $138.86 | $168.19 | +21.12% | Added +26.06% |
 VUG VANGUARD INDEX FDS | 3.88% | $79.54 | $87.49 | +9.99% | Added +850.31% |
 VB VANGUARD INDEX FDS | 2.43% | $250.74 | $304.74 | +21.54% | Added +9.49% |
 VTI VANGUARD INDEX FDS | 2.04% | $284.06 | $378.25 | +33.16% | Trimmed -0.16% |
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