Compass Financial Services Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO S&P | $242.0K | 0.1% |
| VANGUARD MID | $254.0K | 0.1% |
| INVESCO CEF | $256.4K | 0.1% |
| FIRST TRUST | $268.9K | 0.1% |
| AbbVie Inc. | $280.1K | 0.1% |
| WELLS FARGO & COMPANY/MN | $284.0K | 0.1% |
| STATE STREET | $300.5K | 0.1% |
| ISHARES S&P | $399.7K | 0.2% |
| ISHARES CORE | $405.1K | 0.2% |
| DEERE & CO | $409.8K | 0.2% |
| Walmart Inc. | $413.8K | 0.2% |
| STATE STREET | $470.4K | 0.2% |
| ISHARES CORE | $548.9K | 0.2% |
| Alphabet Inc. | $638.3K | 0.3% |
| Warren E. Buffett | $712.3K | 0.3% |
| ISHARES CORE | $805.7K | 0.3% |
| MICROSOFT CORP | $898.8K | 0.4% |
| ISHARES RUSSELL | $951.1K | 0.4% |
| GLOBAL X | $1.02M | 0.4% |
| SPDR S&P | $1.16M | 0.5% |
| VANGUARD S&P | $1.37M | 0.6% |
| VANGUARD DIVIDEND | $1.60M | 0.7% |
| Apple Inc. | $1.61M | 0.7% |
| WISDOMTREE FLOATING | $1.80M | 0.8% |
| CASEYS GENERAL STORES INC | $1.90M | 0.8% |
| VANGUARD HIGH | $2.06M | 0.9% |
| JPMORGAN HEDGED | $2.13M | 0.9% |
| GLOBAL X | $2.36M | 1.0% |
| INVESCO QQQ | $3.12M | 1.3% |
| INVESCO S&P | $3.62M | 1.6% |
| WISDOMTREE EQUITY | $4.88M | 2.1% |
| STATE STREET | $5.12M | 2.2% |
| GLOBAL X | $5.53M | 2.4% |
| FIRST TRUST | $6.04M | 2.6% |
| STATE STREET | $6.82M | 2.9% |
| ISHARES CORE | $8.20M | 3.5% |
| INVESCO S&P | $10.12M | 4.4% |
| STATE STREET | $10.36M | 4.5% |
| JPMORGAN | $11.89M | 5.1% |
| INVESCO NASDAQ | $14.65M | 6.3% |
| FIRST TRUST | $17.25M | 7.4% |
| JPMORGAN | $22.51M | 9.7% |
| WISDOMTREE US | $29.11M | 12.5% |
| STATE STREET | $38.32M | 16.5% |