Compass Financial Group, Inc/Sd Portfolio Holdings

Compass Financial Group, Inc/Sd has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $462 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Consumer Staples ETF with a value of $90.9B, Vanguard Index Fds S&P 500 ETF with a value of $65.3B, Vanguard Information Technolog with a value of $59.4B, Schwab Strategic Tr Us Broad M with a value of $47.9B, and Vanguard Total Stock Market Et with a value of $32.3B.

Examining the 13F form we can see an increase of $30.7B in the current position value, from $431B to 462B.

Compass Financial Group, Inc/Sd is based out at Sioux Falls, SD

Below you can find more details about Compass Financial Group, Inc/Sd portfolio as well as his latest detailed transactions.