Compass Financial Group, Inc. Reduced Holdings in Q4 2024

Compass Financial Group, Inc.

  • $194 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-2.13K
- 4.19%
$570.51 - $610.59 $1.21M - $1.3M
48.6K $28.6M
IEF
Ishares Barclays

ETFs
-2.4K
- 3.2%
$92.08 - $98.18 $221K - $235K
72.4K $6.7M
FLJP
Franklin Templeton ETF Tr

ETFs
-5.57K
- 2.15%
$28.25 - $30.5 $157K - $170K
254K $7.27M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.65K
- 8.42%
$100.22 - $100.73 $566K - $569K
61.5K $6.17M
CGCP
Capital Group Core Plus Income

ETFs
-10.2K
- 3.24%
$22.13 - $23.17 $226K - $237K
305K $6.78M
VEA
Vanguard Ftse Developed Market

ETFs
-1.67K
- 2.12%
$47.57 - $52.44 $79.3K - $87.4K
77.1K $3.69M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.28K
- 12.93%
$77.86 - $79.27 $411K - $418K
35.5K $2.77M
VTI
Vanguard Total Stock Market Et

ETFs
-2.27K
- 7.79%
$280.04 - $302.45 $637K - $688K
26.9K $7.8M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-6.22K
- 3.28%
$47.65 - $48.6 $297K - $302K
184K $8.78M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.63K
- 3.33%
$50.62 - $50.97 $386K - $389K
221K $11.2M
DFIV
Dimensional ETF Tr

ETFs
-1.99K
- 1.84%
$34.86 - $37.97 $69.5K - $75.7K
107K $3.78M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-6.33K
- 6.19%
$24.94 - $26.14 $158K - $165K
95.8K $2.39M
VB
Vanguard Small Cap ETF

ETFs
-1.39K
- 3.43%
$233.76 - $261.58 $325K - $364K
39.2K $9.42M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.96K
- 4.29%
$50.37 - $50.6 $149K - $150K
66.1K $3.33M
IAU
Ishares Gold Trust

ETFs
-3.28K
- 6.61%
$48.37 - $52.65 $159K - $173K
46.4K $2.3M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.05K
- 3.67%
$93.52 - $95.37 $97.7K - $99.7K
27.4K $2.57M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.2K
- 6.29%
$50.67 - $50.9 $111K - $112K
32.7K $1.66M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-117
- 0.1%
$29.77 - $30.19 $3.48K - $3.53K
112K $3.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.67K
- 3.24%
$66.77 - $71.52 $112K - $120K
50K $3.44M
SUB
Ishares Short Term National Mu

ETFs
-71
- 1.1%
$104.94 - $106.2 $7.45K - $7.54K
6.38K $672K
SRLN
Ssga Active Trust

ETFs
-17
- 0.03%
$41.48 - $42.08 $705 - $715
53K $2.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 2.26%
$567.81 - $607.81 $13.6K - $14.6K
1.04K $608K
KOCT
Innovator Laddered Fund Of U.S
-6.15K
- 2.37%
N/A
254K $0
VUSB
Vanguard Bd Index Fds
-277
- 0.68%
N/A
40.4K $0
Jp Morgan Active Bond ETF
-2.45K
- 3.81%
N/A
61.8K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-126
- 0.28%
$69.3 - $74.3 $8.73K - $9.36K
44.8K $3.2M
IWV
Ishares Russell 3000 ETF

ETFs
-1.1K
- 1.88%
$323.08 - $349.08 $354K - $383K
57.3K $19.1M
SPYG
Spdr Portfolio

ETFs
-3.42K
- 3.87%
$81.74 - $91.38 $280K - $313K
85.1K $7.48M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.22K
- 3.03%
$370.24 - $418.94 $453K - $513K
39.2K $15.7M
Activity Summary
Buys All Purchases 7 New Holdings 1 Increased Positions 6 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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