Compass Planning Associates Inc — 13F holdings

Compass Planning Associates Inc reported 35 holdings worth $191M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. BSV VANGUARD BD INDEX FDS — $33.5M (17.5%)
  2. BIV VANGUARD BD INDEX FDS — $29.6M (15.5%)
  3. VTV VANGUARD INDEX FDS — $22.8M (11.9%)
  4. SPY SPDR S&P 500 ETF TR — $21.4M (11.2%)
  5. VGSH VANGUARD SCOTTSDALE FDS — $21.2M (11.1%)
  6. VEU VANGUARD INTL EQUITY INDEX F — $16.4M (8.6%)
  7. MGV VANGUARD WORLD FD — $9.17M (4.8%)
  8. VUG VANGUARD INDEX FDS — $7.89M (4.1%)
  9. VB VANGUARD INDEX FDS — $4.32M (2.3%)
  10. IGSB ISHARES TR — $4.13M (2.2%)