§ 13F · FUND PROFILE
Comprehensive Money Management Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $141M (13F)Positions · 186Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | 86K | $4M | 2.8% | +28% |
| 2 | VNQI | VANGUARD INTL EQUITY INDEX F | 85K | $4M | 2.5% | +2% |
| 3 | VPU | VANGUARD WORLD FD | 16K | $3M | 2.1% | −2% |
| 4 | VWOB | VANGUARD WHITEHALL FDS | 42K | $3M | 1.8% | +5% |
| 5 | WOOD | ISHARES TR | 37K | $3M | 1.7% | ±0% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 41K | $3M | 1.7% | +3% |
| 7 | USFR | WISDOMTREE TR | 52K | $3M | 1.7% | +24% |
| 8 | VTI | VANGUARD INDEX FDS | 8K | $3M | 1.7% | +1% |
| 9 | USRT | ISHARES TR | 38K | $2M | 1.5% | +1% |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | 46K | $2M | 1.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMPREHENSIVE SIGNAL
AC read
Comprehensive Money Management Services LLC is a Other fund managing $141 million in assets. The fund runs a portfolio of 186 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed