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 $158.9M across 200 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTIP ($4.5M, 2.85%), VNQI ($4.1M, 2.59%), VPU ($3.2M, 2.04%), VWOB ($3.1M, 1.95%), VTI ($2.9M, 1.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | $4.5M | 2.85% | 89,976 | Added |
| 2 | VNQI | VANGUARD INTL EQUITY INDEX F | $4.1M | 2.59% | 91,834 | Added |
| 3 | VPU | VANGUARD WORLD FD | $3.2M | 2.04% | 16,569 | Added |
| 4 | VWOB | VANGUARD WHITEHALL FDS | $3.1M | 1.95% | 46,162 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $2.9M | 1.84% | 7,911 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 1.71% | 38,109 | Trimmed |
| 7 | USRT | ISHARES TR | $2.6M | 1.61% | 38,419 | Added |
| 8 | WOOD | ISHARES TR | $2.4M | 1.53% | 36,745 | Trimmed |
| 9 | SCHP | SCHWAB STRATEGIC TR | $2.4M | 1.51% | 90,456 | Added |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $2.3M | 1.42% | 46,719 | Added |
| 11 | SPDW | SPDR INDEX SHS FDS | $2.2M | 1.40% | 44,039 | Trimmed |
| 12 | ICSH | ISHARES TR | $2.1M | 1.35% | 42,414 | Added |
| 13 | GOOG | ALPHABET INC | $2.0M | 1.27% | 5,701 | Trimmed |
| 14 | KMI | KINDER MORGAN INC DEL | $2.0M | 1.27% | 62,895 | Added |
| 15 | WY | WEYERHAEUSER CO | $1.9M | 1.21% | 80,431 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.17% | 31,040 | Trimmed |
| 17 | MOO | VANECK ETF TRUST | $1.9M | 1.17% | 23,430 | Added |
| 18 | RYN | RAYONIER INC | $1.8M | 1.14% | 85,187 | Added |
| 19 | WIP | SPDR SERIES TRUST | $1.8M | 1.12% | 45,179 | Added |
| 20 | PAVE | GLOBAL X FDS | $1.7M | 1.07% | 28,834 | Trimmed |
| 21 | IHY | VANECK ETF TRUST | $1.7M | 1.06% | 78,027 | Trimmed |
| 22 | IRM | IRON MTN INC DEL | $1.6M | 1.02% | 12,851 | Added |
| 23 | SCHH | SCHWAB STRATEGIC TR | $1.5M | 0.95% | 63,479 | Added |
| 24 | NEM | NEWMONT CORP | $1.4M | 0.90% | 15,275 | Trimmed |
| 25 | KOMP | SPDR SERIES TRUST | $1.4M | 0.90% | 20,049 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30