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Compass Financial Invests $32.9M Across Five ETFsFinance — Sep 3, 2026Compass Financial Management LLC disclosed new positions in five ETFs in the second quarter: Vanguard Total Stock Market ETF (VTI) with 5,730 shares (~$2.18 million), Schwab U.S. Dividend Equity ETF (SCHD) with 160,913 shares (~$5.26 million), iShares Floating Rate Bond ETF (FLOT) with 116,171 shares (~$5.93 million), Vanguard Intermediate-Term Bond ETF (BIV) with 20,120 shares (~$1.54 million), and Janus Henderson AAA CLO ETF (JAAA) with 357,142 shares (~$18.04 million). The moves highlight a diversified allocation across U.S. equities, dividends, floating-rate bonds, intermediate-term bonds, and CLOs.
