§ 13F · FUND PROFILE
Comprehensive Money Management Services LLC.
AUM · $159M (13F)Positions · 200Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | 90K | $5M | 2.8% | +5% |
| 2 | VNQI | VANGUARD INTL EQUITY INDEX F | 92K | $4M | 2.6% | +8% |
| 3 | VPU | VANGUARD WORLD FD | 17K | $3M | 2.0% | +3% |
| 4 | VWOB | VANGUARD WHITEHALL FDS | 46K | $3M | 2.0% | +9% |
| 5 | VTI | VANGUARD INDEX FDS | 8K | $3M | 1.8% | −2% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 38K | $3M | 1.7% | −7% |
| 7 | USRT | ISHARES TR | 38K | $3M | 1.6% | +1% |
| 8 | WOOD | ISHARES TR | 37K | $2M | 1.5% | −1% |
| 9 | SCHP | SCHWAB STRATEGIC TR | 90K | $2M | 1.5% | +25% |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | 47K | $2M | 1.4% | +2% |
§ 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 $159 million in assets. The fund runs a broad portfolio of 200 positions.
Read the full dossier →