StockDriftsStockDriftsTop 50 Compass Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJAN | INNOVATOR ETFS TRUST | 8.08% | 832.8K | $30.2M | +346.77%(+646.40K) | $34.69(+10.20%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 7.7% | 859.4K | $28.8M | +6.52%(+52.62K) | $31.20(+9.90%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 7.44% | 201.0K | $27.8M | +6.82%(+12.84K) | $127.99(+22.02%) | 2026-03-31 | |
| KJAN | INNOVATOR ETFS TRUST | 6.87% | 615.1K | $25.7M | +117.49%(+332.27K) | $37.53(+21.49%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 5.7% | 687.9K | $21.3M | -3.25%(-23.12K) | $26.75(+34.47%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.41% | 63.0K | $20.2M | -0.34%(-217) | $193.81(+90.27%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.31% | 681.1K | $19.8M | +293.54%(+508.01K) | $27.77(+22.87%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 5.3% | 554.4K | $19.8M | new | $34.96(+13.59%) | 2026-03-31 | |
| CALF | PACER FDS TR | 4.95% | 412.3K | $18.5M | +0.54%(+2.20K) | $43.86(+17.85%) | 2026-03-31 | |
| PJAN | INNOVATOR ETFS TRUST | 4.57% | 370.6K | $17.1M | +442.67%(+302.29K) | $44.09(+12.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.67% | +43.02% |
| Top 20 Holdings Unweighted | +11.75% | +39.56% |
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