IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Compass Financial Group, Inc.

Q3 2017 Holdings

Filed 2017-11-08 | 14 holdings | $89.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
iShares Core S&P 500 ETF(IVV)COM464287200$15.0K59,35116.7%
iShares Russell 3000 ETF(IWV)COM464287689$12.8K85,65914.2%
iShares 1 - 3 Year Credit Bond ETF(IGSB)COM464288646$12.0K114,21213.4%
Pimco Enhanced Short Maturity Active ETF(MINT)COM72201R833$11.7K115,37613.1%
iShares Russell 1000 Growth ETF(IWF)COM464287614$8.3K66,3059.2%
Vanguard Mid-Cap ETF(VO)COM922908629$7.6K51,6088.4%
iShares Core S&P Midcap ETF(IJH)COM464287507$7.4K41,1908.2%
iShares Barclays Aggregate Bond ETF(AGG)COM464287226$4.4K40,3394.9%
PowerShares Senior Loan PortfolioCOM73936Q769$3.4K147,2383.8%
Spdr Barclays Aggregate Bond ETF(SPAB)COM78464A649$1.6K28,2411.8%
Vanguard Ftse Emerging Markets ETF(VWO)COM922042858$1.6K36,3971.8%
Vanguard Intermediate Term Bond ETF(BIV)COM921937819$1.6K18,6551.8%
Vanguard Total Stock Market ETF(VTI)COM922908769$1.4K10,4801.5%
Spdr Nuveen Barclays Short Term Muni Bond ETF(SHM)COM78468R739$1.1K23,2521.3%