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Compass Advisory Group LLC

All holdings · as of Dec 31, 2025

84 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.$204.3K6510.1%
INNOVATOR ETFS TRUST$207.7K3,7820.1%
INNOVATOR ETFS TRUST$208.9K3,8900.1%
VANGUARD INDEX FDS$229.7K1,2950.1%
VANGUARD WORLD FD$234.4K1,1090.1%
VANGUARD WORLD FD$238.0K1,7830.1%
Tesla Inc$249.1K5540.1%
VANGUARD WELLINGTON FD$276.0K2,7170.1%
DIMENSIONAL ETF TRUST$276.5K5,5420.1%
SERVICE CORP INTERNATIONAL$282.5K3,6230.1%
Broadcom Inc.$292.1K8440.1%
VANGUARD SPECIALIZED FUNDS$305.9K1,3920.1%
VANGUARD WORLD FD$324.3K1,1270.1%
VANGUARD INDEX FDS$326.3K1,1240.1%
INNOVATOR ETFS TRUST$332.6K7,6900.1%
INNOVATOR ETFS TRUST$339.9K9,7490.1%
SCHWAB STRATEGIC TR$346.6K12,6340.1%
INNOVATOR ETFS TRUST$365.7K9,2260.1%
VANGUARD BD INDEX FDS$388.8K4,9920.1%
PGIM ROCK ETF TR$393.0K13,4470.1%
VANGUARD WORLD FD$427.7K5670.1%
FIDELITY MERRIMACK STR TR$447.5K9,6640.1%
INVESCO EXCH TRADED FD TR II$474.8K6,6490.1%
INNOVATOR ETFS TRUST$494.0K16,0190.1%
DIMENSIONAL ETF TRUST$497.6K10,6320.1%
INNOVATOR ETFS TRUST$502.3K12,8400.1%
INNOVATOR ETFS TRUST$519.2K16,4000.1%
Alphabet Inc.$553.4K1,7680.1%
VANGUARD SCOTTSDALE FDS$637.5K7,6120.2%
INNOVATOR ETFS TRUST$650.9K14,8880.2%
INNOVATOR ETFS TRUST$652.1K14,8470.2%
INNOVATOR ETFS TRUST$688.2K20,4410.2%
Meta Platforms Inc$689.6K1,0450.2%
SCHWAB CHARLES CORP$786.8K7,8750.2%
MICROSOFT CORP$807.2K1,6690.2%
INVESCO EXCH TRADED FD TR II$813.3K3,2150.2%
INNOVATOR ETFS TRUST$832.6K21,3260.2%
INNOVATOR ETFS TRUST$875.5K20,2380.2%
PACER FDS TR$931.3K26,4030.3%
INNOVATOR ETFS TRUST$951.8K27,0930.3%
NVIDIA Corp$980.2K5,2560.3%
INNOVATOR ETFS TRUST$1.03M30,4610.3%
Amazon.com Inc$1.03M4,4730.3%
INVESCO QQQ TR$1.05M1,7120.3%
SCHWAB STRATEGIC TR$1.15M42,7590.3%
DIMENSIONAL ETF TRUST$1.21M20,2760.3%
AIM ETF PRODUCTS TRUST$1.25M35,8040.3%
VANGUARD WELLINGTON FD$1.37M10,3070.4%
Warren E. Buffett$1.40M2,7860.4%
PACER FDS TR$1.46M23,9860.4%
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