Notify me when Compass Advisory Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 84 | $370,124,681 | +$8,758,303 | -$1,728,926 | +$7,029,377 | SCHB, BALT, VT, PJUL, SCHM | 13F-HR | 21 Jan 2026, 17:21 |
| Q3 2025 | 82 | $356,301,277 | +$86,855,301 | -$65,439,163 | +$21,416,138 | SCHB, VT, BALT, PJUL, SCHM | 13F-HR | 06 Nov 2025, 17:02 |
| Q2 2025 | 75 | $316,015,967 | +$13,072,573 | -$4,422,522 | +$8,650,051 | SCHB, PBJA, BALT, KJAN, VTI | 13F-HR | 28 Jul 2025, 17:12 |
| Q1 2025 | 75 | $287,226,815 | +$20,119,694 | -$3,181,449 | +$16,938,245 | SCHB, PBJA, BALT, KJAN, SCHM | 13F-HR | 13 May 2025, 11:16 |
| Q4 2024 | 73 | $279,342,722 | +$128,519,808 | -$55,354,082 | +$73,165,726 | SCHB, PBJA, BALT, KJAN, VTI | 13F-HR | 24 Jan 2025, 11:13 |
| Q3 2024 | 71 | $257,131,778 | +$34,319,599 | -$13,934,941 | +$20,384,658 | SCHB, JANW, KJAN, VTI, IJAN | 13F-HR | 23 Oct 2024, 08:26 |
| Q2 2024 | 68 | $225,142,043 | +$2,453,225 | -$6,285,983 | -$3,832,758 | SCHB, JANW, KJAN, VTI, DFAT | 13F-HR | 31 Jul 2024, 15:59 |
| Q1 2024 | 79 | $226,187,162 | +$7,868,021 | -$3,340,478 | +$4,527,543 | SCHB, JANW, KJAN, VTI, DFAT | 13F-HR | 30 Apr 2024, 09:57 |
| Q4 2023 | 69 | $208,628,126 | +$89,421,920 | -$90,440,710 | -$1,018,790 | SCHB, JANW, KJAN, VTI, DFAT | 13F-HR | 29 Jan 2024, 08:40 |
| Q3 2023 | 70 | $190,652,260 | +$54,135,292 | -$47,156,646 | +$6,978,646 | SCHX, KJUL, PJUL, VTI, SCHF | 13F-HR | 24 Oct 2023, 16:42 |
| Q2 2023 | 66 | $189,651,157 | +$15,972,540 | -$6,324,997 | +$9,647,543 | PDEC, SCHX, PJAN, KJAN, SCHG | 13F-HR | 18 Jul 2023, 12:14 |
| Q1 2023 | 63 | $171,269,905 | +$28,287,339 | -$28,078,543 | +$208,796 | PDEC, SCHX, PJAN, VTI, SCHG | 13F-HR | 20 Apr 2023, 12:53 |
| Q4 2022 | 64 | $173,671,190 | +$40,761,069 | -$61,411,108 | -$20,650,039 | VTI, SCHX, BALT, SCHG, PJAN | 13F-HR | 19 Jan 2023, 09:57 |
| Q3 2022 | 64 | $178,074,000 | +$18,791,130 | -$16,218,939 | +$2,572,191 | SCHX, JANW, UJAN, VTI, SCHD | 13F-HR | 20 Oct 2022, 16:19 |
| Q2 2022 | 65 | $183,751,000 | +$33,982,901 | -$20,289,930 | +$13,692,971 | SCHX, JANW, VTI, VCSH, SCHG | 13F-HR | 14 Jul 2022, 08:47 |
| Q1 2022 | 61 | $191,967,000 | +$29,881,871 | -$5,725,211 | +$24,156,660 | PJAN, SCHX, KJAN, VTI, JANW | 13F-HR | 09 May 2022, 15:01 |
| Q4 2021 | 61 | $184,496,000 | +$94,233,153 | -$75,198,219 | +$19,034,934 | PJAN, KJAN, SCHX, VTI, VCSH | 13F-HR | 19 Jan 2022, 10:17 |
| Q3 2021 | 52 | $169,485,000 | +$11,690,927 | -$2,172,642 | +$9,518,285 | JULW, VTI, VTV, VCSH, KJUL | 13F-HR | 09 Nov 2021, 11:52 |
| Q2 2021 | 48 | $160,699,000 | +$46,127,584 | -$39,974,615 | +$6,152,969 | VTI, JULW, VTV, VCSH, KJUL | 13F-HR | 22 Jul 2021, 12:57 |
| Q1 2021 | 41 | $149,453,000 | +$36,631,806 | -$21,751,235 | +$14,880,571 | VTI, PJAN, VCSH, VGSH, VTV | 13F-HR | 26 Apr 2021, 07:30 |
| Q4 2020 | 38 | $130,413,000 | $0 | VTI, VCSH, PJAN, VGSH, VTV | 13F-HR | 26 Apr 2021, 07:26 |