CP

Compass Planning Associates Inc

13F
Compass Planning Associates Inc
Last update 2025-04-14 131 Stocks (3 new)
Value $99.00 Mil Turnover 7 %
Countries:
Top Holdings: VTV(23.22%)SPY(20.16%)VEU(12.47%)BSV(6.95%)VTI(5.57%)
Summary Stock Picks Current Portfolio
Compass Planning Associates In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
132,978
22,970.5
+5.68%
23.220
+1.25%
0.020
+15.11%
+6.45%
132,254.0
 
SPY
SPDR S&P 500 ETF Trust
35,651
19,942.6
+2.13%
20.160
+0.42%
0.000
+23.42%
+6.54%
638,360.3
 
VEU
Vanguard FTSE All-World ex-US ETF
203,402
12,338.4
+7.56%
12.470
+0.88%
0.030
+23.17%
+17.46%
43,613.0
 
BSV
Vanguard Short-Term Bond ETF
87,796
6,872.7
-30.67%
6.950
-3.05%
0.020
+0.94%
+3.12%
38,386.4
 
VTI
Vanguard Total Stock Market ETF
20,050
5,510.6
+62.37%
5.570
+2.14%
0.000
+23.77%
+6.14%
469,536.3
 
BIV
Vanguard Intermediate-Term Bond ETF
69,562
5,326.4
-29.73%
5.380
-2.23%
0.020
+1.37%
+4.46%
23,037.0
 
MGV
Vanguard Mega Cap Value ETF
35,311
4,549.5
+10.79%
4.600
+0.45%
0.050
+14.49%
+7.10%
8,996.1
 
SCHV
Schwab U.S. Large-Cap Value ETF
94,603
2,514.6
+0.54%
2.540
+0.01%
0.020
+17.46%
+8.39%
12,754.0
 
VB
Vanguard Small Cap ETF
8,828
1,957.5
+0.30%
1.980
+0.01%
0.000
+21.34%
+0.89%
60,432.7
 
VEA
Vanguard FTSE Developed Markets ETF
27,414
1,393.5
+81.20%
1.410
+0.63%
0.000
+24.12%
+19.66%
156,310.6
 

Compass Planning Associates Inc's Historical Top Holdings Breakdowns

Compass Planning Associates Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-3.05%
●
76.94 ($77.63) 78.28
$78.20
0.73%
Reduce -30.67%
87,796
-38,832
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Reduce
Reduce
-2.23%
●
73.78 ($75.44) 76.59
$76.52
1.43%
Reduce -29.73%
69,562
-29,436
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+2.14%
●
271.18 ($290.53) 303.12
$305.60
5.19%
Add 62.37%
20,050
7,702
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+1.25%
●
167.73 ($174.39) 179.21
$178.20
2.18%
Add 5.68%
132,978
7,148
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
Add
Add
+0.88%
●
56.51 ($60.25) 62.98
$66.75
10.79%
Add 7.56%
203,402
14,293
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.82%
●
81.83 ($82.24) 82.73
$82.39
0.18%
Reduce -80.46%
2,403
-9,895
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.63%
●
47.4 ($50.6) 52.99
$56.51
11.68%
Add 81.2%
27,414
12,285
LMAT
LeMaitre Vascular Inc
2025-03-31
Add
Add
+0.48%
●
78.82 ($93.03) 104
$82.98
-10.80%
Add 91.39%
11,776
5,623
MGV
Vanguard Mega Cap Value ETF
2025-03-31
Add
Add
+0.45%
●
123.61 ($129.3) 133.01
$132.38
2.38%
Add 10.79%
35,311
3,439
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.42%
●
551.42 ($587.78) 612.93
$620.68
5.60%
Add 2.13%
35,651
743

Compass Planning Associates Inc Total Holding History ($B)

To

Compass Planning Associates Inc's Asset Allocation

To

Compass Planning Associates Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Compass Planning Associates Inc's Hypothetical Growth since 2025-03-31

Compass Planning Associates Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Compass Planning Associates Inc's Holdings Heat Map

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Compass Planning Associates Inc's Holdings Bubble Chart

Compass Planning Associates Inc News

  • 1

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