SEC Form 13F

Compass Planning Associates Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$184,963,794
Positions33

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$36,001,926462,096
VANGUARD BD INDEX FDSBIVINTERMED TERM$29,921,009390,104
VANGUARD INDEX FDSVTVVALUE ETF$22,468,269103,099
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$20,701,16927,721
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$19,166,768329,326
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$16,072,466191,910
VANGUARD WORLD FDMGVMEGA CAP VAL ETF$9,083,70255,575
VANGUARD INDEX FDSVUGGROWTH ETF$7,183,17983,390
VANGUARD INDEX FDSVBSMALL CP ETF$4,493,12414,823
VANGUARD INDEX FDSVTITOTAL STK MKT$3,773,07410,196

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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