account_balance
Investment manager · 13F filer · SEC CIK 1720292
Compass Advisory Group LLC
Reported value$430Mas of Sep 30, 2026
Positions94 9 new, 4 sold out
Top 10 weight60.5%BALT alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BALTInnovator Etfs Trust
8.2%Added +10%
IJANInnovator Etfs Trust
7.4%Trimmed −2%
VTVanguard Intl Equity Index F
7.4%
KJANInnovator Etfs Trust
6.4%Trimmed −2%
SCHGSchwab Strategic Tr
5.7%
VTIVanguard Index FDS
5.4%
SCHMSchwab Strategic Tr
5.3%
DFLVDimensional ETF Trust
5.2%
CALFPacer FDS Tr
5.0%Trimmed −3%
VCSHVanguard Scottsdale FDS
4.5%Trimmed −3%
PJANInnovator Etfs Trust
4.2%Trimmed −4%
SCHBSchwab Strategic Tr
3.8%
BALTInnovator Etfs Trust
8.2%+10%
IJANInnovator Etfs Trust
7.4%
VTVanguard Intl Equity Index F
7.4%
KJANInnovator Etfs Trust
6.4%−2%
SCHGSchwab Strategic Tr
5.7%
VTIVanguard Index FDS
5.4%
SCHMSchwab Strategic Tr
5.3%
DFLVDimensional ETF Trust
5.2%
CALFPacer FDS Tr
5.0%
VCSHVanguard Scottsdale FDS
4.5%
PJANInnovator Etfs Trust
4.2%
SCHBSchwab Strategic Tr
3.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BALT Innovator Etfs Trust 8.2% Added +10%
IJAN Innovator Etfs Trust 7.4% Trimmed −2%
VT Vanguard Intl Equity Index F 7.4% Held
KJAN Innovator Etfs Trust 6.4% Trimmed −2%
SCHG Schwab Strategic Tr 5.7% Held
VTI Vanguard Index FDS 5.4% Held
SCHM Schwab Strategic Tr 5.3% Held
DFLV Dimensional ETF Trust 5.2% Held
CALF Pacer FDS Tr 5.0% Trimmed −3%
VCSH Vanguard Scottsdale FDS 4.5% Trimmed −3%
PJAN Innovator Etfs Trust 4.2% Trimmed −4%
SCHB Schwab Strategic Tr 3.8% Held
What changed
Biggest moves since Jun 30, 2026
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