Compass Planning Associates Inc
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $271.4K | 0.2% |
| EATON VANCE TAX-MANAGED DIVE | $267.7K | 0.2% |
| VANGUARD INDEX FDS | $266.4K | 0.2% |
| ISHARES TR | $228.4K | 0.2% |
| SCHWAB STRATEGIC TR | $217.1K | 0.2% |