StockDriftsStockDriftsTop 45 Compass Financial Group, Inc. (Ohio) Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 15.25% | 32.0K | $20.8M | +1.05%(+333) | $673.97(+10.51%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.77% | 27.4K | $12.0M | +2.29%(+615) | $80.54(+6.16%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.35% | 40.3K | $8.7M | +25.14%(+8.11K) | $217.71(+9.60%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.6% | 80.2K | $6.3M | +3.66%(+2.83K) | $78.85(-1.40%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4.53% | 82.4K | $6.2M | +110.84%(+43.32K) | $74.67(+17.68%) | 2026-03-31 | |
| DMBS | DOUBLELINE ETF TRUST | 4.46% | 123.3K | $6.1M | +29.37%(+27.99K) | $49.63(-1.54%) | 2026-03-31 | |
| USMV | ISHARES TR | 4.33% | 63.7K | $5.9M | -5.34%(-3.60K) | $94.65(+3.42%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.32% | 87.4K | $5.9M | +3.87%(+3.26K) | $65.67(+15.86%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.91% | 174.2K | $5.3M | -31.02%(-78.33K) | $27.36(+18.36%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.82% | 44.1K | $5.2M | +2.64%(+1.13K) | $119.42(-1.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.46% | -20.75% |
| Top 20 Holdings Unweighted | -3.40% | -9.85% |
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