Compass Ion Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD WHITEHALL FDS | $2.72M | 0.3% |
| VANGUARD BD INDEX FDS | $2.42M | 0.2% |
| VANGUARD INDEX FDS | $2.41M | 0.2% |
| VANGUARD INDEX FDS | $2.35M | 0.2% |
| GRAYSCALE BITCOIN TRUST ETF | $2.28M | 0.2% |
| VANGUARD INDEX FDS | $2.26M | 0.2% |
| ELI LILLY & Co | $2.23M | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $2.21M | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $2.16M | 0.2% |
| AbbVie Inc. | $2.13M | 0.2% |
| iShares MSCI UAE ETF | $2.08M | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $2.04M | 0.2% |
| EXXON MOBIL CORP | $2.02M | 0.2% |
| Merck & Co., Inc. | $1.89M | 0.2% |
| SCHWAB STRATEGIC TR | $1.89M | 0.2% |
| PACER FDS TR | $1.85M | 0.2% |
| AMGEN INC | $1.82M | 0.2% |
| STRYKER CORP | $1.81M | 0.2% |
| VANGUARD WORLD FD | $1.80M | 0.2% |
| VANGUARD WORLD FD | $1.76M | 0.2% |
| VANGUARD SCOTTSDALE FDS | $1.70M | 0.2% |
| Vulcan Materials Co | $1.65M | 0.2% |
| CATERPILLAR INC | $1.64M | 0.2% |
| Markel Group Inc | $1.64M | 0.2% |
| LISTED FDS TR | $1.62M | 0.2% |
| ISHARES TR | $1.59M | 0.2% |
| VANGUARD WELLINGTON FD | $1.58M | 0.2% |
| Meta Platforms Inc | $1.51M | 0.1% |
| ETF SER SOLUTIONS | $1.39M | 0.1% |
| ISHARES TR | $1.38M | 0.1% |
| AMPHENOL CORP /DE | $1.38M | 0.1% |
| INCYTE CORP | $1.35M | 0.1% |
| Trane Technologies plc | $1.35M | 0.1% |
| VANGUARD SCOTTSDALE FDS | $1.32M | 0.1% |
| Booking Holdings Inc | $1.31M | 0.1% |
| ROSS STORES, INC. | $1.28M | 0.1% |
| ISHARES TR | $1.28M | 0.1% |
| Tesla Inc | $1.28M | 0.1% |
| Broadcom Inc. | $1.24M | 0.1% |
| ISHARES TR | $1.24M | 0.1% |
| PROGRESSIVE CORP/OH | $1.24M | 0.1% |
| ISHARES TR | $1.24M | 0.1% |
| ISHARES TR | $1.23M | 0.1% |
| Univest Financial Corp | $1.22M | 0.1% |
| JPMORGAN CHASE & CO | $1.20M | 0.1% |
| United Therapeutics Corp | $1.20M | 0.1% |
| VANGUARD SCOTTSDALE FDS | $1.17M | 0.1% |
| iShares MSCI UAE ETF | $1.16M | 0.1% |
| iShares MSCI UAE ETF | $1.15M | 0.1% |
| BROOKFIELD CORP | $1.15M | 0.1% |