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Compass Planning Associates »

SPDR Dow Jones Industrial Average ETF shares owned by Compass Planning Associates

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Compass Planning Associates from 13F filings

Historical chart of Compass Planning Associates investment in SPDR Dow Jones Industrial Average ETF

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All positions including SPDR Dow Jones Industrial Average ETF held by Compass Planning Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Compass Planning Associates

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$536k	1.1k	480.57
2025-09-30	$518k	1.1k	463.74
2025-06-30	$613k	1.4k	440.65
2025-03-31	$584k	1.4k	419.88
2024-12-31	$591k	1.4k	425.50

More positions owned by Compass Planning Associates

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Vanguard Index Fds Value Etf (VTV)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Vanguard World Mega Cap Val Etf (MGV)

Vanguard Index Fds Growth Etf (VUG)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Index Fds Mid Cap Etf (VO)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr Msci Eafe Etf (EFA)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Compass Planning Associates

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