Compass Ion Advisors LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$4.43M0.7310,525+5.24%+$220,344.860.69
MicroStrategy Incorporated
MSTR
$15.6M0.059,152+0.44%+$68,182.402.44
Texas Pacific Land Corporation
TPL
$4.77M0.048,239+200.04%+$3.18M0.75
Globus Medical, Inc.
GMED
$1.96M0.0336,610-5.29%-$109,693.830.31
CDW Corporation
CDW
$2.05M0.018,014-37.75%-$1.24M0.32
NextEra Energy, Inc.
NEE
$2.25M<0.0135,197-0.82%-$18,597.770.35
Blackstone Inc.
BX
$3.34M<0.0125,431+0.74%+$24,565.920.52
International Business Machines Corporation
IBM
$2.03M<0.0110,626-0.95%-$19,477.440.32
Merck & Co., Inc.
MRK
$3.08M<0.0123,336-0.65%-$20,056.140.48
Johnson & Johnson
JNJ
$2.35M<0.0114,885-0.62%-$14,711.730.37
Stryker Corporation
SYK
$1.82M<0.015,093-40.15%-$1.22M0.29
Vanguard Emerging Markets Stock Index Fund
VWO
$2.11M<0.0150,608-7.38%-$168,334.440.33
iShares Core Total USD Bond Market ETF
IUSB
$49.37M<0.011.08M-3.01%-$1.53M7.71
Vanguard Short-Term Corporate Bond Index Fund
VCSH
$2.79M<0.0136,053+0.14%+$3,788.190.44
Vanguard Short-Term Bond Index Fund
BSV
$2.05M<0.0126,714-6.48%-$141,991.010.32
SPDR S&P 600 Small Cap Value ETF
SLYV
$9.54M<0.01114,922-4.64%-$464,052.071.49
Vanguard Growth Index Fund
VUG
$2.24M<0.016,519+24.96%+$448,166.220.35
Vanguard Small Cap Value Index Fund
VBR
$8.98M<0.0146,807+2.98%+$259,803.611.4
NVIDIA Corporation
NVDA
$9.41M<0.0110,410+1.71%+$158,121.581.47
Vanguard Value Index Fund
VTV
$4.26M<0.0126,160+1.77%+$74,101.390.67
Alphabet Inc.
GOOGL
$1.9M<0.0112,614-2.79%-$54,636.690.3
Vanguard Small Cap Growth Index Fund
VBK
$2.48M<0.019,526-1.24%-$31,286.200.39
Alpha Architect 1-3 Month Box ETF
BOXX
$16.8M<0.01157,790New+$16.8M2.62
Vanguard Total Stock Market Index Fund
VTI
$124.99M<0.01480,922-1.24%-$1.57M19.52
Alphabet Inc.
GOOG
$3.23M<0.0121,228-2.14%-$70,648.830.51
Vanguard Small Cap Index Fund
VB
$10.01M<0.0143,783-1.64%-$166,869.871.56
Amazon.com, Inc.
AMZN
$4.45M<0.0124,675-2.62%-$119,591.950.7
Vanguard Total World Stock Index Fund
VT
$6.51M<0.0158,880-2.65%-$177,019.911.02
Visa Inc.
V
$2.58M<0.019,228-0.36%-$9,209.670.4
iShares Core U.S. Aggregate Bond ETF
AGG
$3.37M<0.0134,372+1.11%+$36,825.900.53
Microsoft Corporation
MSFT
$6.05M<0.0114,379-3.48%-$218,349.240.95
Vanguard FTSE All-World ex-US Small Capital Index Fund
VSS
$2.28M<0.0119,542-7.86%-$194,892.420.36
Grayscale Bitcoin Trust (BTC)
GBTC
$2.98M<0.0147,181New+$2.98M0.47
Apple Inc.
AAPL
$4.45M<0.0125,975-0.3%-$13,375.250.7
Vanguard Real Estate Index Fund
VNQ
$3.06M<0.0135,415+2.63%+$78,350.240.48
Fidelity Wise Origin Bitcoin Trust
FBTC
$7.77M<0.01125,142New+$7.77M1.21
T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
TCAF
$2.95M<0.0197,538-37.81%-$1.79M0.46
Eli Lilly and Company
LLY
$1.82M<0.012,340+5.26%+$91,027.600.28
Vanguard Dividend Appreciation Index Fund
VIG
$7.91M<0.0143,312+3.18%+$243,967.751.24
Fidelity Total Bond ETF
FBND
$18.76M<0.01413,958+4.21%+$756,904.402.93
Cambria Shareholder Yield ETF
SYLD
$2.43M<0.0133,225+0.48%+$11,650.060.38
Vanguard Health Care Index Fund
VHT
$1.84M<0.016,793+13.05%+$212,092.950.29
iShares Core Dividend Growth ETF
DGRO
$21.07M<0.01362,876-1.73%-$371,294.183.29
iShares Core MSCI Total International Stock ETF
IXUS
$58.65M<0.01864,212-0.46%-$271,643.649.16
Vanguard Information Technology Index Fund
VGT
$2.15M<0.014,105+10.98%+$212,866.050.34
SPDR S&P 500 ETF Trust
SPY
$11.01M<0.0121,050-4.04%-$462,906.381.72
Vanguard High Dividend Yield Index Fund
VYM
$2.02M<0.0116,733+69.48%+$830,016.130.32
iShares Core S&P 500 ETF
IVV
$4.36M<0.018,289-0.62%-$27,336.340.68
Vanguard FTSE All-World ex-US Index Fund
VEU
$5.11M<0.0187,078+0.46%+$23,225.510.8
SPDR Portfolio S&P 500 ETF
SPLG
$64.88M<0.011.05M-2.21%-$1.46M10.13