StockDriftsStockDriftsTop 29 Compass Investment Advisers Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 14.62% | 12.3K | $5.0M | — | — | — | 2024-12-31 |
| VIG | VANGUARD SPECIALIZED FUNDS | 12.57% | 22.1K | $4.3M | — | — | — | 2024-12-31 |
| VTV | VANGUARD INDEX FDS | 12.48% | 25.4K | $4.3M | — | — | — | 2024-12-31 |
| MSFT | MICROSOFT CORP | 9.78% | 8.0K | $3.4M | — | — | — | 2024-12-31 |
| IEFA | ISHARES TR | 8.33% | 40.8K | $2.9M | — | — | — | 2024-12-31 |
| VYM | VANGUARD WHITEHALL FDS | 4.94% | 13.3K | $1.7M | — | — | — | 2024-12-31 |
| VOO | VANGUARD INDEX FDS | 4.66% | 3.0K | $1.6M | — | — | — | 2024-12-31 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.99% | 3.0K | $1.4M | — | — | — | 2024-12-31 |
| VTI | VANGUARD INDEX FDS | 3.97% | 4.7K | $1.4M | — | — | — | 2024-12-31 |
| SCHM | SCHWAB STRATEGIC TR | 3.39% | 42.1K | $1.2M | — | — | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Compass Investment Advisers Llc, compare funds side by side, and get alerts the moment positions change.