Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Comprehensive Money Management Services LLC (CIK 2058921) reported $152.4M across 193 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTIP ($4.3M, 2.82%), VNQI ($3.8M, 2.47%), VPU ($3.2M, 2.10%), VWOB ($2.8M, 1.82%), WOOD ($2.6M, 1.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | $4.3M | 2.82% | 86,036 | Added |
| 2 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.8M | 2.47% | 84,789 | Added |
| 3 | VPU | VANGUARD WORLD FD | $3.2M | 2.10% | 16,128 | Trimmed |
| 4 | VWOB | VANGUARD WHITEHALL FDS | $2.8M | 1.82% | 42,319 | Added |
| 5 | WOOD | ISHARES TR | $2.6M | 1.73% | 37,205 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $2.6M | 1.72% | 40,804 | Added |
| 7 | USFR | WISDOMTREE TR | $2.6M | 1.71% | 51,890 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $2.6M | 1.70% | 8,091 | Added |
| 9 | USRT | ISHARES TR | $2.3M | 1.48% | 38,166 | Added |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $2.2M | 1.45% | 45,988 | Added |
| 11 | KMI | KINDER MORGAN INC DEL | $2.1M | 1.37% | 62,176 | Trimmed |
| 12 | SPDW | SPDR INDEX SHS FDS | $2.1M | 1.37% | 45,597 | Trimmed |
| 13 | ICSH | ISHARES TR | $2.1M | 1.36% | 41,094 | Added |
| 14 | SCHP | SCHWAB STRATEGIC TR | $1.9M | 1.27% | 72,567 | Added |
| 15 | MOO | VANECK ETF TRUST | $1.9M | 1.26% | 22,804 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.21% | 34,040 | Added |
| 17 | WY | WEYERHAEUSER CO | $1.8M | 1.19% | 74,451 | Added |
| 18 | IAU | ISHARES GOLD TR | $1.8M | 1.16% | 20,080 | Trimmed |
| 19 | NEM | NEWMONT CORP | $1.7M | 1.10% | 15,520 | Trimmed |
| 20 | IHY | VANECK ETF TRUST | $1.7M | 1.10% | 78,132 | Added |
| 21 | GOOG | ALPHABET INC | $1.7M | 1.09% | 5,806 | Hold |
| 22 | RYN | RAYONIER INC | $1.6M | 1.06% | 78,485 | Added |
| 23 | PFFV | GLOBAL X FDS | $1.5M | 0.99% | 69,053 | Added |
| 24 | PAVE | GLOBAL X FDS | $1.5M | 0.99% | 29,684 | Trimmed |
| 25 | WIP | SPDR SERIES TRUST | $1.5M | 0.98% | 37,792 | Added |
Source: SEC Form 13F filings · as of 2026-03-31