Compass Planning Associates Inc

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Greenfield, MA
CIK: 0002046823
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	135	98,486	VTV, SPY, VEU, BSV	13F-HR	2/3/2025	000204682325000001