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Comprehensive Financial Management LLC

All holdings · as of Dec 31, 2025

38 positions

CompanyClassValueShares% of portfolio
PayPal Holdings, Inc.—$1.53B26,219,11846.1%
EBAY INC—$873.96M10,034,00026.3%
SPDR GOLD TR—$454.78M1,147,52913.7%
Zoom Communications, Inc.—$101.06M1,171,1953.0%
NU HLDGS LTD—$64.53M3,854,6481.9%
ISHARES TR—$44.22M210,2331.3%
ISHARES TR—$41.77M230,4811.3%
VANGUARD INDEX FDS—$39.05M184,3761.2%
VANGUARD INDEX FDS—$29.05M328,3380.9%
Workday Inc—$20.66M96,1940.6%
VANGUARD INDEX FDS—$18.34M54,6910.6%
Circle Internet Group, Inc.CRCLCommon Stock$16.82M212,0820.5%
SPDR S&P 500 ETF TR—$14.42M21,1420.4%
Chime Financial, Inc.—$13.91M552,7510.4%
Snowflake Inc.—$11.98M54,6310.4%
Alphabet Inc.—$4.69M14,9510.1%
Meta Platforms Inc—$4.53M6,8650.1%
Nautilus Biotechnology, Inc.NAUTCommon Stock$4.30M2,207,6190.1%
RECURSION PHARMACEUTICALS, INC.—$3.85M941,8950.1%
BioAge Labs, Inc.BIOACommon Stock$3.60M271,8420.1%
Palo Alto Networks Inc—$3.46M18,8040.1%
Joby Aviation, Inc.—$3.01M228,0670.1%
VANGUARD STAR FDS—$2.91M38,5680.1%
Aurora Innovation, Inc.—$2.19M569,0360.1%
Alibaba Group Holding LtdBABAADR$1.85M12,6340.1%
ServiceTitan, Inc.—$1.62M15,2360.0%
Aon plc—$1.13M3,1970.0%
UNITEDHEALTH GROUP INC—$1.01M3,0740.0%
PDD Holdings Inc.PDDADR$883.2K7,7890.0%
Twist Bioscience Corp—$833.4K26,2730.0%
Coupang, Inc.—$485.3K20,5710.0%
Docusign Inc—$451.0K6,5930.0%
JPMORGAN CHASE & CO—$339.3K1,0530.0%
Vicarious Surgical Inc.RBOTCommon Stock$149.8K69,0430.0%
Ginkgo Bioworks Holdings, Inc.—$146.7K17,6560.0%
FiscalNote Holdings, Inc.NOTECommon Stock$123.8K84,2480.0%
Snap Inc—$83.1K10,3010.0%
Commerce.com, Inc.—$72.1K17,5000.0%
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