account_balance
Investment manager · 13F filer · SEC CIK 2046823
Compass Planning Associates Inc
Reported value$191Mas of Sep 30, 2026
Positions35 4 new, 2 sold out
Top 10 weight89.1%BSV alone is 18%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVVanguard Bd Index FDS
17.5%Trimmed −5%
BIVVanguard Bd Index FDS
15.5%Added +4%
VTVVanguard Index FDS
11.9%Added +2%
SPYSPDR S&P 500 ETF Trust
11.2%
VGSHVanguard Scottsdale FDS
11.1%Added +12%
VEUVanguard Intl Equity Index F
8.6%Added +3%
MGVVanguard World Fd
4.8%Added +2%
VUGVanguard Index FDS
4.1%Added +5%
VBVanguard Index FDS
2.3%
IGSBiShares Tr
2.2%
VTIVanguard Index FDS
1.9%
VOVanguard Index FDS
1.7%
BSVVanguard Bd Index FDS
17.5%Trimmed −5%
BIVVanguard Bd Index FDS
15.5%Added +4%
VTVVanguard Index FDS
11.9%+2%
SPYSPDR S&P 500 ETF Trust
11.2%
VGSHVanguard Scottsdale FDS
11.1%+12%
VEUVanguard Intl Equity Index F
8.6%
MGV4.8%
VUG4.1%
VB
VTI
VO
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
BSV Vanguard Bd Index FDS 17.5% Trimmed −5%
BIV Vanguard Bd Index FDS 15.5% Added +4%
VTV Vanguard Index FDS 11.9% Added +2%
SPY SPDR S&P 500 ETF Trust 11.2% HeldVGSH Vanguard Scottsdale FDS 11.1% Added +12%
VEU Vanguard Intl Equity Index F 8.6% Added +3%
MGV Vanguard World Fd 4.8% Added +2%
VUG Vanguard Index FDS 4.1% Added +5%
VB Vanguard Index FDS 2.3% Added +2%
IGSB iShares Tr 2.2% New
VTI Vanguard Index FDS 1.9% Trimmed −3%
VO Vanguard Index FDS 1.7% Added +18%
What changed
Biggest moves since Jun 30, 2026
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