Compass Financial Group, Inc/sd
CIK Number: 0001964835
527.39M
Market Value
80
# of Holdings
8 months
Avg. Holding Period
39.51%
Win Rate
43.32%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VDC | Vanguard Consum... | 219.45 | +0.86% | 457.86K | +1.18% | 96.78M | 192.36 | 18.35% |
| 2 | VOO | Vanguard 500 In... | 509.49 | +0.61% | 142.84K | +3.81% | 76.96M | 388.64 | 14.59% |
| 3 | VGT | Vanguard Inform... | 548.29 | +0.51% | 114.96K | +4.00% | 71.48M | 401.83 | 13.55% |
| 4 | SCHB | Schwab U.S. Bro... | 21.35 | +0.57% | 2.72M | +222.38% | 61.75M | 18.48 | 11.71% |
| 5 | VTI | Vanguard Total ... | 272.59 | +0.58% | 120.74K | +0.58% | 34.99M | 191.76 | 6.63% |
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