Institutions / Comprehensive Money Management Services LLC

Comprehensive Money Management Services LLC

CIK 2058921 · Institution · as of Dec 31, 2025

Portfolio value

$145.03M

Positions

190

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 190 →

Company	Class	Value	Shares	% of portfolio
Vanguard Intl Equity Index F	—	$3.80M	82,847	2.6%
Vanguard Malvern Fds	—	$3.33M	67,236	2.3%
Vanguard World Fd	—	$3.04M	16,455	2.1%
Vanguard Whitehall Fds	—	$2.71M	40,247	1.9%
Vanguard Index Fds	—	$2.69M	8,026	1.9%
iShares Tr	—	$2.68M	37,155	1.8%
Vanguard Tax-Managed Fds	—	$2.48M	39,629	1.7%
iShares Tr	—	$2.16M	37,941	1.5%
Vanguard Charlotte Fds	—	$2.15M	44,477	1.5%
WisdomTree Tr	—	$2.10M	41,715	1.4%
SPDR Index Shs Fds	—	$2.05M	46,192	1.4%
iShares Tr	—	$1.94M	38,379	1.3%
Schwab Strategic Tr	—	$1.88M	71,007	1.3%
Alphabet Inc.	—	$1.82M	5,806	1.3%
Barrick Mng Corp	—	$1.82M	41,820	1.3%
Newmont Corp	—	$1.77M	17,742	1.2%
Vanguard Intl Equity Index F	—	$1.74M	32,365	1.2%
Kinder Morgan, Inc.	—	$1.73M	62,772	1.2%
iShares Gold Tr	—	$1.72M	21,192	1.2%
Weyerhaeuser Co	—	$1.61M	67,887	1.1%
VanEck ETF Trust	—	$1.61M	22,094	1.1%
VanEck ETF Trust	—	$1.54M	70,204	1.1%
Blackstone Inc	—	$1.46M	9,490	1.0%
Wheaton Precious Metals Corp	—	$1.46M	12,416	1.0%
Global X Fds	—	$1.46M	30,477	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.