StockDriftsStockDriftsTop 50 Compass Financial Group, INC/SD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 15.88% | 162.6K | $113.5M | +5.03%(+7.78K) | $58.16(+95.06%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 15.1% | 180.7K | $108.0M | +2.59%(+4.55K) | $415.17(+64.37%) | 2026-03-31 | |
| VDC | VANGUARD WORLD FD | 14.11% | 449.0K | $100.8M | -0.48%(-2.17K) | $183.26(+26.18%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 13.59% | 3.87M | $97.1M | +6.05%(+220.59K) | $19.81(+44.18%) | 2026-03-31 | |
| VIS | VANGUARD WORLD FD | 6.22% | 142.3K | $44.4M | +0.16%(+223) | $182.25(+86.03%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.66% | 103.9K | $33.3M | -3.23%(-3.47K) | $185.91(+96.17%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.52% | 117.0K | $25.2M | +0.82%(+956) | $151.19(+51.25%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 2.65% | 240.0K | $19.0M | -2.03%(-4.97K) | $45.70(+96.70%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.61% | 211.1K | $18.7M | +9.18%(+17.76K) | $79.19(+17.25%) | 2026-03-31 | |
| FSTA | FIDELITY COVINGTON TRUST | 2.39% | 325.9K | $17.1M | +10.88%(+32.00K) | $47.73(+12.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.23% | +45.16% |
| Top 20 Holdings Unweighted | +12.97% | +44.18% |
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