Compass Investment Advisers LLC

CIK 2063600 · View on SEC EDGAR ↗

Portfolio value
$34.4M
#8,824 of 9,443 by 13F value · top 93.4%
Positions
29
As of
Dec. 31, 2024 Data as of Q4 2024
Top 10 holdings weight
78.72%
Top 25 holdings weight
97.43%
Positions above 1%
22
Effective number of positions
12.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

New positions
29
Increased
0
Decreased
0
Closed
0
On this page

Sector breakdown

Technology
10.5%
Retail
0.7%
Other/Unmapped
88.9%

Full portfolio 29 positions

Type Streak 8Q trend
VUG $5,036,509 14.62% 12,271 Up ×1
VIG $4,329,802 12.57% 22,110 Up ×1
VTV $4,296,637 12.48% 25,379 Up ×1
MSFT Microsoft Corporation - Common Stock $3,366,942 9.78% 7,988 Up ×1
IEFA $2,869,321 8.33% 40,827 Up ×1
VYM $1,700,047 4.94% 13,324 Up ×1
VOO $1,605,115 4.66% 2,979 Up ×1
BRKB $1,372,985 3.99% 3,029 Up ×1
VTI $1,366,454 3.97% 4,715 Up ×1
SCHM $1,167,848 3.39% 42,145 Up ×1
SHY iShares 1-3 Year Treasury Bond ETF $636,415 1.85% 7,763 Up ×1
SCHC $571,126 1.66% 16,636 Up ×1
ACWI iShares MSCI ACWI ETF $561,650 1.63% 4,780 Up ×1
VTWO Vanguard Russell 2000 ETF $546,610 1.59% 6,119 Up ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $492,415 1.43% 10,170 Up ×1
VWO $450,837 1.31% 10,237 Up ×1
VYMI Vanguard International High Dividend Yield ETF $441,899 1.28% 6,510 Up ×1
VCSH Vanguard Short-Term Corporate Bond ETF $413,079 1.20% 5,295 Up ×1
IJJ $380,503 1.10% 3,045 Up ×1
ESGU iShares ESG Aware MSCI USA ETF $378,216 1.10% 2,936 Up ×1
SCHA $363,035 1.05% 14,038 Up ×1
IJK $359,264 1.04% 3,951 Up ×1
VO $342,577 0.99% 1,297 Up ×1
ESGD iShares ESG Aware MSCI EAFE ETF $272,353 0.79% 3,577 Up ×1
AAPL Apple Inc. - Common Stock $232,139 0.67% 927 Up ×1
IWM $232,110 0.67% 1,050 Up ×1
COST Costco Wholesale Corporation - Common Stock $228,151 0.66% 249 Up ×1
VBR $214,034 0.62% 1,080 Up ×1
DLS $210,379 0.61% 3,342 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
VUG $5,036,509 12,271 14.62%
VIG $4,329,802 22,110 12.57%
VTV $4,296,637 25,379 12.48%
MSFT $3,366,942 7,988 9.78%
IEFA $2,869,321 40,827 8.33%
VYM $1,700,047 13,324 4.94%
VOO $1,605,115 2,979 4.66%
BRKB $1,372,985 3,029 3.99%
VTI $1,366,454 4,715 3.97%
SCHM $1,167,848 42,145 3.39%
SHY $636,415 7,763 1.85%
SCHC $571,126 16,636 1.66%
ACWI $561,650 4,780 1.63%
VTWO $546,610 6,119 1.59%
VTIP $492,415 10,170 1.43%