Comprehensive Money Management Services LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CM Comprehensive Money Management Services LLC | Institutional Filer | ▲ 5.11% | $152.4M | 193 |
Current Portfolio Holdings
Showing all 193 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | — | 86K | $4.3M | 2.82% |
| 2 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 85K | $3.8M | 2.47% |
| 3 | VPU | VANGUARD WORLD FD | — | 16K | $3.2M | 2.10% |
| 4 | VWOB | VANGUARD WHITEHALL FDS | — | 42K | $2.8M | 1.82% |
| 5 | WOOD | ISHARES TR | — | 37K | $2.6M | 1.73% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | — | 41K | $2.6M | 1.72% |
| 7 | USFR | WISDOMTREE TR | — | 52K | $2.6M | 1.71% |
| 8 | VTI | VANGUARD INDEX FDS | — | 8K | $2.6M | 1.70% |
| 9 | USRT | ISHARES TR | — | 38K | $2.3M | 1.48% |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | — | 46K | $2.2M | 1.45% |
| 11 | KMI | Kinder Morgan, Inc. | Energy | 62K | $2.1M | 1.37% |
| 12 | SPDW | SPDR INDEX SHS FDS | — | 46K | $2.1M | 1.37% |
| 13 | ICSH | ISHARES TR | — | 41K | $2.1M | 1.36% |
| 14 | SCHP | SCHWAB STRATEGIC TR | — | 73K | $1.9M | 1.27% |
| 15 | MOO | VANECK ETF TRUST | — | 23K | $1.9M | 1.26% |
Showing 1 to 15 of 193 holdings