StockDriftsStockDriftsTop 38 Comprehensive Financial Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | 39% | 26.00M | $1.18B | -0.85%(-223.00K) | $108.80(-59.18%) | 2026-03-31 | |
| EBAY | EBAY INC. | 30.29% | 10.03M | $913.3M | +0.00%(+0) | $37.55(+209.31%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 16.38% | 1.15M | $493.8M | +0.00%(+0) | $149.69(+178.78%) | 2026-03-31 | |
| ZM | ZOOM COMMUNICATIONS INC | 3.12% | 1.17M | $94.2M | +0.00%(+0) | $72.12(+38.88%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 1.84% | 3.85M | $55.4M | +0.00%(+0) | $5.98(+103.78%) | 2026-03-31 | |
| IWD | ISHARES TR | 1.49% | 210.2K | $44.9M | +0.00%(+0) | $132.37(+75.40%) | 2026-03-31 | |
| IWN | ISHARES TR | 1.45% | 230.5K | $43.7M | +0.00%(+0) | $124.00(+66.11%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 1.33% | 184.4K | $40.1M | +0.00%(+0) | $153.88(+47.71%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 0.97% | 328.3K | $29.1M | +0.00%(+0) | $93.03(+0.95%) | 2026-03-31 | |
| CRCL | CIRCLE INTERNET GROUP INC | 0.68% | 214.5K | $20.5M | +1.16%(+2.46K) | $105.73(+7.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.35% | +1.04% |
| Top 20 Holdings Unweighted | +13.38% | +45.74% |
Sign up free to track Comprehensive Financial Management Llc, compare funds side by side, and get alerts the moment positions change.