StockDriftsStockDriftsTop 50 Comprehensive Money Management Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 2.85% | 90.0K | $4.5M | +4.58%(+3.94K) | $49.24(+0.95%) | 2026-06-30 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 2.59% | 91.8K | $4.1M | +8.31%(+7.04K) | $43.60(+4.34%) | 2026-06-30 | |
| VPU | VANGUARD WORLD FD | 2.04% | 16.6K | $3.2M | +2.73%(+441) | $169.39(+13.19%) | 2026-06-30 | |
| VWOB | VANGUARD WHITEHALL FDS | 1.95% | 46.2K | $3.1M | +9.08%(+3.84K) | $65.04(+1.67%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.84% | 7.9K | $2.9M | -2.22%(-180) | $297.45(+29.05%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.71% | 38.1K | $2.7M | -6.60%(-2.69K) | $50.77(+44.92%) | 2026-06-30 | |
| USRT | ISHARES TR | 1.61% | 38.4K | $2.6M | +0.66%(+253) | $59.32(+13.55%) | 2026-06-30 | |
| WOOD | ISHARES TR | 1.53% | 36.7K | $2.4M | -1.24%(-460) | $77.51(-6.65%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 1.51% | 90.5K | $2.4M | +24.65%(+17.89K) | $26.42(-1.83%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1.42% | 46.7K | $2.3M | +1.59%(+731) | $49.55(-3.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.58% |
Comprehensive Money Management Services LLC reports $158.85M in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are VTIP (2.9%), VNQI (2.6%) and VPU (2.0%). The top 20 holdings account for 31.22% of reported assets. Its disclosed equity book has returned +12.90% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Comprehensive Money Management Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058921). View Comprehensive Money Management Services LLC’s 13F filings on SEC