Long-term investor
Compass Planning Associates Inc. @compassplanningassociate
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002046823).
Record
- Tracked since 2025-06-30 (441 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months n/a · 1 year +12.6% · all +12.6%
- Max drawdown n/a · win rate 2% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BSV · 19.5% · long · since 2025-06-30
- BIV · 16.2% · long · since 2025-06-30
- VTV · 12.1% · long · since 2025-06-30
- SPY · 11.2% · long · since 2025-06-30
- VGSH · 10.4% · long · since 2025-06-30
- VEU · 8.7% · long · since 2025-06-30
- MGV · 4.9% · long · since 2025-06-30
- VUG · 3.9% · long · since 2025-06-30
- VB · 2.4% · long · since 2025-06-30
- VTI · 2.0% · long · since 2025-06-30
- VO · 1.5% · long · since 2025-06-30
- VOO · 1.2% · long · since 2025-06-30