Institutions / Compass Planning Associates Inc
Compass Planning Associates Inc
CIK 2046823 · Institution · as of Dec 31, 2025
Portfolio value
$144.38M
Positions
30
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 30 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Bd Index Fds | $26.67M | 18.5% |
| Vanguard Bd Index Fds | $22.75M | 15.8% |
| Vanguard Index Fds | $21.23M | 14.7% |
| SPDR S&P 500 ETF Tr | $20.18M | 14.0% |
| Vanguard Scottsdale Fds | $13.90M | 9.6% |
| Vanguard Intl Equity Index F | $12.46M | 8.6% |
| Vanguard World Fd | $5.11M | 3.5% |
| Vanguard Index Fds | $3.62M | 2.5% |
| Vanguard Index Fds | $3.47M | 2.4% |
| Vanguard Index Fds | $3.41M | 2.4% |
| Vanguard Index Fds | $1.50M | 1.0% |
| Vanguard Tax-Managed Fds | $1.49M | 1.0% |
| Vanguard Index Fds | $1.07M | 0.7% |
| iShares Tr | $874.8K | 0.6% |
| Vanguard Mun Bd Fds | $759.7K | 0.5% |
| Microsoft Corp | $731.0K | 0.5% |
| Alphabet Inc. | $541.4K | 0.4% |
| SPDR Dow Jones Indl Average | $536.3K | 0.4% |
| iShares Tr | $526.4K | 0.4% |
| Eaton Vance Enhanced Equity | $522.9K | 0.4% |
| Vanguard Ny Tax Free Fds | $400.2K | 0.3% |
| Columbia Seligman Premium Technology Growth Fund, Inc.STK | $374.9K | 0.3% |
| SPDR Series Trust | $361.4K | 0.3% |
| Calamos Strategic Total Retu | $343.6K | 0.2% |
| Warren E. Buffett | $313.2K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.