Compass Financial Group, Inc. Buys Vanguard Total Stock Market – GuruFocus.com

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Investment company Compass Financial Group, Inc. buys Vanguard Total Stock Market during the 3-months ended 2017-06-30, according to the most recent filings of the investment company, Compass Financial Group, Inc.. As of 2017-06-30, Compass Financial Group, Inc. owns 14 stocks with a total value of $90 million. These are the details of the buys and sells.

For the details of Compass Financial Group, Inc.’s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Compass+Financial+Group%2C+Inc.

These are the top 5 holdings of Compass Financial Group, Inc.

  1. iShares Core S&P 500 (IVV) – 60,125 shares, 16.21% of the total portfolio. Shares added by 0.47%
  2. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) – 133,099 shares, 15% of the total portfolio. Shares reduced by 8%
  3. iShares Russell 3000 (IWV) – 88,236 shares, 14.08% of the total portfolio. Shares reduced by 2.01%
  4. iShares 1-3 Year Credit Bond (CSJ) – 114,534 shares, 13.36% of the total portfolio. Shares reduced by 2.15%
  5. iShares Russell 1000 Growth (IWF) – 66,294 shares, 8.74% of the total portfolio. Shares reduced by 0.75%

Added: Vanguard Total Stock Market (VTI)

Compass Financial Group, Inc. added to the holdings in Vanguard Total Stock Market by 60.12%. The purchase prices were between $119.55 and $126.27, with an estimated average price of $123.16. The stock is now traded at around $127.07. The impact to the portfolio due to this purchase was 0.46%. The holdings were 8,922 shares as of 2017-06-30.

Here is the complete portfolio of Compass Financial Group, Inc.. Also check out:

1. Compass Financial Group, Inc.’s Undervalued Stocks
2. Compass Financial Group, Inc.’s Top Growth Companies, and
3. Compass Financial Group, Inc.’s High Yield stocks
4. Stocks that Compass Financial Group, Inc. keeps buying

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