StockDriftsStockDriftsTop 47 Compass Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 13.57% | 46.1K | $30.1M | -0.75%(-346) | $137.40(+442.74%) | 2026-03-31 | |
| IWV | iShares Russell 3000 ETF | 8.47% | 50.7K | $18.8M | -1.72%(-889) | $120.88(+247.52%) | 2026-03-31 | |
| IWF | Ishares Russell 1000 Growth Etf | 6.76% | 35.1K | $15.0M | -1.62%(-580) | $25.57(+386.07%) | 2026-03-31 | |
| PRF | PowerShares FTSE RAFI US 1000 Portfolio | 5.62% | 262.2K | $12.5M | -2.45%(-6.58K) | $21.07(+149.81%) | 2026-03-31 | |
| JAAA | Janus Henderson AAA CLO ETF | 4.78% | 210.5K | $10.6M | -0.65%(-1.37K) | $50.38(+0.49%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ETF | 4.54% | 31.4K | $10.1M | +2.72%(+830) | $202.01(+80.54%) | 2026-03-31 | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 4.07% | 92.2K | $9.0M | +1.84%(+1.67K) | $63.49(+87.17%) | 2026-03-31 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | 3.77% | 246.8K | $8.4M | -0.76%(-1.90K) | $30.24(+31.43%) | 2026-03-31 | |
| KOCT | Innovator US Small Cap Power Buffer ETF | 3.68% | 240.5K | $8.2M | -0.27%(-649) | $29.47(+22.82%) | 2026-03-31 | |
| DFNM | Dimensional National Municipal Bond ETF | 3.57% | 165.4K | $7.9M | -0.63%(-1.05K) | $47.26(+1.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.40% | +34.56% |
| Top 20 Holdings Unweighted | +9.12% | +29.92% |
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