Compass Financial Group, INC/SD

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Sioux Falls, SD
CIK
0001964835
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 93 509,339 VDC, VOO, VGT, SCHB 13F-HR 11/8/2024 000117266124004526
Q2 2024 90 461,606 VDC, VOO, VGT, SCHB 13F-HR 7/10/2024 000196483524000004
Q1 2024 94 430,874 VDC, VOO, VGT, SCHB 13F-HR 4/10/2024 000196483524000003
Q4 2023 91 378,706 VDC, VOO, VGT, SCHB 13F-HR 1/8/2024 000196483524000001
Q3 2023 94 334,275 VDC, VOO, VGT, VTI 13F-HR 10/10/2023 000196483523000004
Q2 2023 97 336,391 VDC, VOO, VGT, VTI 13F-HR 7/11/2023 000196483523000003
Q1 2023 96 306,064 VDC, VOO, VGT, VTI 13F-HR 4/4/2023 000196483523000002
Q4 2022 93 276,800 VDC, VOO, VTI, VIS 13F-HR 2/7/2023 000196483523000001