Comprehensive Money Management Services LLC: 13F holdings
CIK 20589212026Q2
| Positions | 200 |
|---|---|
| Reported value | $158.9m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTIP VANGUARD MALVERN FDS | 89,976 | $4.5m | 2.8% |
| VNQI VANGUARD INTL EQUITY INDEX F | 91,834 | $4.1m | 2.6% |
| VPU VANGUARD WORLD FD | 16,569 | $3.2m | 2.0% |
| VWOB VANGUARD WHITEHALL FDS | 46,162 | $3.1m | 2.0% |
| VTI VANGUARD INDEX FDS | 7,911 | $2.9m | 1.8% |
| VEA VANGUARD TAX-MANAGED FDS | 38,109 | $2.7m | 1.7% |
| USRT ISHARES TR | 38,419 | $2.6m | 1.6% |
| WOOD ISHARES TR | 36,745 | $2.4m | 1.5% |
| SCHP SCHWAB STRATEGIC TR | 90,456 | $2.4m | 1.5% |
| BNDX VANGUARD CHARLOTTE FDS | 46,719 | $2.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2058921")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.