Comprehensive Money Management Services LLC
Q2 2026 13F filing
Updated 27 days ago200 disclosed positions worth $158.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD MALVERN FDS | $4.5M | 90.0K | 2.85% | — |
| 2 | V VGES VANGUARD INTL EQUITY INDEX F | $4.1M | 91.8K | 2.59% | — |
| 3 | V VGES VANGUARD WORLD FD | $3.2M | 16.6K | 2.04% | — |
| 4 | V VGES VANGUARD WHITEHALL FDS | $3.1M | 46.2K | 1.95% | — |
| 5 | V VGES VANGUARD INDEX FDS | $2.9M | 7.9K | 1.84% | — |
| 6 | V VGES VANGUARD TAX-MANAGED FDS | $2.7M | 38.1K | 1.71% | — |
| 7 | E ETHA ISHARES TR | $2.6M | 38.4K | 1.61% | — |
| 8 | ? N/A ISHARES TR | $2.4M | 36.7K | 1.53% | — |
| 9 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.4M | 90.5K | 1.51% | — |
| 10 | V VGES VANGUARD CHARLOTTE FDS | $2.3M | 46.7K | 1.42% | — |
| 11 | S STT-PG SPDR INDEX SHS FDS | $2.2M | 44.0K | 1.40% | — |
| 12 | E ETHA ISHARES TR | $2.1M | 42.4K | 1.35% | — |
| 13 | G GOOGN ALPHABET INC | $2M | 5.7K | 1.27% | — |
| 14 | E EP-PC KINDER MORGAN INC DEL | $2M | 62.9K | 1.27% | — |
| 15 | W WY WEYERHAEUSER CO | $1.9M | 80.4K | 1.21% | — |
| 16 | ? N/A VANECK ETF TRUST | $1.9M | 23.4K | 1.17% | — |
| 17 | V VGES VANGUARD INTL EQUITY INDEX F | $1.9M | 31.0K | 1.17% | — |
| 18 | R RYN RAYONIER INC | $1.8M | 85.2K | 1.14% | — |
| 19 | S STT-PG SPDR SERIES TRUST | $1.8M | 45.2K | 1.12% | — |
| 20 | ? N/A GLOBAL X FDS | $1.7M | 28.8K | 1.07% | — |
| 21 | ? N/A VANECK ETF TRUST | $1.7M | 78.0K | 1.06% | — |
| 22 | I IRM IRON MTN INC DEL | $1.6M | 12.9K | 1.02% | — |
| 23 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.5M | 63.5K | 0.95% | — |
| 24 | S STT-PG SPDR SERIES TRUST | $1.4M | 20.0K | 0.90% | — |
| 25 | N NEMCL NEWMONT CORP | $1.4M | 15.3K | 0.90% | — |
| 26 | E ETHA ISHARES INC | $1.4M | 24.2K | 0.89% | — |
| 27 | E ETHA ISHARES INC | $1.4M | 31.6K | 0.88% | — |
| 28 | S STT-PG SPDR INDEX SHS FDS | $1.4M | 26.9K | 0.88% | — |
| 29 | S STT-PG SPDR SERIES TRUST | $1.4M | 15.4K | 0.88% | — |
| 30 | B B BARRICK MNG CORP | $1.4M | 37.8K | 0.87% | — |
| 31 | ? N/A GLOBAL X FDS | $1.4M | 62.2K | 0.86% | — |
| 32 | I IAU ISHARES GOLD TR | $1.4M | 18.1K | 0.86% | — |
| 33 | B BTCW WISDOMTREE TR | $1.3M | 26.8K | 0.85% | — |
| 34 | ? N/A ROYCE SMALL CAP TRUST INC | $1.3M | 70.0K | 0.81% | — |
| 35 | E ETHA ISHARES TR | $1.3M | 12.6K | 0.81% | — |
| 36 | S STT-PG SPDR SERIES TRUST | $1.3M | 50.1K | 0.81% | — |
| 37 | S STT-PG SPDR SERIES TRUST | $1.3M | 18.9K | 0.80% | — |
| 38 | B BIPC BROOKFIELD INFRASTRUCTURE CO | $1.3M | 33.1K | 0.80% | — |
| 39 | ? N/A PIMCO ETF TR | $1.2M | 24.4K | 0.78% | — |
| 40 | ? N/A ABRDN ETFS | $1.2M | 55.1K | 0.77% | — |
| 41 | V VGES VANGUARD WORLD FD | $1.2M | 8.2K | 0.77% | — |
| 42 | V VGES VANGUARD WORLD FD | $1.2M | 3.3K | 0.76% | — |
| 43 | ? N/A SPDR INDEX SHS FDS | $1.2M | 15.7K | 0.75% | — |
| 44 | V VGES VANGUARD WORLD FD | $1.2M | 5.1K | 0.74% | — |
| 45 | ? N/A CAPITAL-FORCE ETF TR | $1.2M | 23.6K | 0.73% | — |
| 46 | E ETHA ISHARES INC | $1.1M | 13.9K | 0.72% | — |
| 47 | A AAPL APPLE INC | $1.1M | 4.0K | 0.72% | — |
| 48 | E ETHA ISHARES TR | $1.1M | 22.0K | 0.70% | — |
| 49 | E ETHA ISHARES TR | $1.1M | 52.3K | 0.68% | — |
| 50 | B BX BLACKSTONE INC | $1.1M | 9.1K | 0.67% | — |