Compass Financial Group »

Ishares Tr s^p aggr all shares owned by Compass Financial Group

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Compass Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $445k 5.0k 89.56

More positions owned by Compass Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Msci Kld 400 (DSI)

View all positions for Compass Financial Group

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
LPL Financial
Wells Fargo & Company
Assetmark
Jim Saulnier & Associates
Foundations Investment Advisors
Ellenbecker Investment Group
Mesirow Financial Investment Management International Equity
Cambridge Investment Research Advisors
Stifel Financial
Raymond James Financial
Warren Averett Asset Management
LBMC Investment Advisors
Patton Albertson & Miller

View all funds holding Ishares Tr s^p aggr all