Compass Advisory Group LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $148 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $44.9M, Vanguard Total Stock Market Et with a value of $16M, Dimensional ETF Tr U S Target with a value of $14.9M, Schwab Strategic Tr Intl Eqty with a value of $8.2M, and Vanguard Extended Market ETF with a value of $4.14M.
Examining the 13F form we can see an decrease of $19.1M in the current position value, from $168M to 148M.
Below you can find more details about Compass Advisory Group LLC portfolio as well as his latest detailed transactions.