StockDriftsStockDriftsTop 30 Compass Planning Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 18.34% | 365.8K | $28.7M | +26.68%(+77.03K) | $78.57(-0.72%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 17.85% | 361.6K | $27.9M | +5.59%(+19.14K) | $77.56(-1.21%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 13.18% | 105.1K | $20.6M | -5.45%(-6.05K) | $171.90(+21.22%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 12% | 28.8K | $18.8M | -2.52%(-746) | $579.90(+28.01%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 11.26% | 300.7K | $17.6M | +27.08%(+64.08K) | $58.75(-0.81%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 8.76% | 182.4K | $13.7M | +7.70%(+13.04K) | $61.61(+34.66%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 4.09% | 44.1K | $6.4M | +21.90%(+7.92K) | $132.51(+17.09%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.45% | 8.8K | $3.8M | +18.39%(+1.36K) | $75.75(+15.52%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.27% | 13.5K | $3.5M | +2.29%(+303) | $243.38(+17.38%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.1% | 10.2K | $3.3M | -1.36%(-141) | $284.89(+28.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.08% |
| Top 20 Holdings Unweighted | +6.77% | +21.71% |
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