Filer Name: COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
CIK: 2058921
Period: 2024-12-31
Filed At: 2025-03-04
Number of Holdings: 178
Portfolio Value: $0.12B

Comprehensive Money Management Services Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTIP US VANGUARD SHORT-TERM TIPS 67,601 $3M 2.70% - -
VNQI US VANGUARD GLBL EX-US REAL EST 71,568 $3M 2.33% - -
VPU US VANGUARD UTILITIES ETF 16,605 $3M 2.24% - -
VWOB US VANGUARD EMERG MKTS GOV BND 37,771 $2M 1.97% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 8,021 $2M 1.92% - -
WY US WEYERHAEUSER CO 79,224 $2M 1.84% - -
USRT US ISHARES CORE US REIT ETF 35,577 $2M 1.68% - -
VEA US VANGUARD FTSE DEVELOPED ETF 41,724 $2M 1.65% - -
ICSH US ISHARES ULT STBA ETF USD INC 37,769 $2M 1.57% - -
KMI US KINDER MORGAN INC 67,868 $2M 1.53% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 37,581 $2M 1.52% - -
BX US BLACKSTONE INC 10,130 $2M 1.44% - -
WOOD US ISHARES GLOBAL TIMBER & FORE 21,734 $2M 1.37% - -
USFR US WISDOMTREE FLOATING RATE TRE 32,599 $2M 1.35% - -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 46,252 $2M 1.30% - -
IRM US IRON MOUNTAIN INC 14,263 $1M 1.24% - -
VWO US VANGUARD FTSE EMERGING MARKE 33,853 $1M 1.23% - -
SCHP US SCHWAB U.S. TIPS ETF 55,752 $1M 1.19% - -
IAU US ISHARES GOLD TRUST 28,873 $1M 1.18% - -
PFFV US GLOBAL X VARIABLE RATE PREF 60,463 $1M 1.18% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us