Compass Planning Associates Inc - Portfolio overview

Compass Planning Associates Inc has 32 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD BD INDEX FDS, 18.29%
2. BIV - VANGUARD BD INDEX FDS, 17.80%
3. VTV - VANGUARD INDEX FDS, 13.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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