Compass Advisory Group LLC Portfolio Holdings by Sector

Compass Advisory Group LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHB SCHM CALF VGLT MOAT SCHF VXF SCHG 50 stocks	$163,487 87.15% of portfolio	23	17	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$17,554 9.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,292 1.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1,169 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$868 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$705 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$619 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$482 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$415 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Compass Advisory Group LLC, based on Form 13F filings with the SEC.

Stay updated on Compass Advisory Group LLC with notifications on news.